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Elevance Health
ELV

934 hedge funds and large institutions have $54.2B invested in Elevance Health in 2018 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 296 increasing their positions, 367 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $385M | Put options by funds: $237M

27% more funds holding in top 10

Funds holding in top 10: 30 → 38 (+8)

25% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 71

9% more capital invested

Capital invested by funds: $49.8B → $54.2B (+$4.44B)

1% more funds holding

Funds holding: 922 → 934 (+12)

0.91% more ownership

Funds ownership: 88.76% → 89.67% (+0.91%)

19% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 367

Holders
934
Holders Change
+12
Holders Change %
+1.3%
% of All Funds
21.38%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.87%
New
89
Increased
296
Reduced
367
Closed
71
Calls
$385M
Puts
$237M
Net Calls
+$147M
Net Calls Change
+$93.9M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$244M
2
BlackRock
BlackRock
New York
+$198M
3
CGI
CI Global Investments
California
+$183M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
5
Ameriprise
Ameriprise
Minnesota
+$162M

Top Sellers

Rank Fund Capital Flow
1
GCM
Glenview Capital Management
New York
-$233M
2
Goldman Sachs
Goldman Sachs
New York
-$189M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$188M
4
TP
Third Point
New York
-$172M
5
VVP
Vulcan Value Partners
Alabama
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
876
Plante Moran Financial Advisors
Michigan
$29K -$35.9K -155 -56%
MRCM
877
M&R Capital Management
New Jersey
$27K – – –
TDC
878
Thompson Davis & Co
Virginia
$26K – – –
BCI
879
Brinker Capital Investments
Pennsylvania
$25K – – –
CAC
880
Certified Advisory Corp
Florida
$25K +$232 +1 +1%
AWM
881
Aevitas Wealth Management
Massachusetts
$24K – – –
HI
882
Harrington Investments
California
$24K – – –
WCM
883
Wealthcare Capital Management
Virginia
$24K – – –
FAM
884
Fred Alger Management
New York
$21K – – –
TFO
885
Tarbox Family Office
California
$20K – – –
HFM
886
Hartford Financial Management
Connecticut
$19K – – –
TFA
887
Toth Financial Advisory
Virginia
$19K – – –
WIM
888
Westside Investment Management
California
$18.3K -$1.16K -5 -6%
CCM
889
Cribstone Capital Management
Maine
$18K – – –
FMII
890
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
CHP
891
Cable Hill Partners
Oregon
$17K – – –
FNB
892
Farmers National Bank
Kentucky
$16K – – –
ST
893
Smithfield Trust
Pennsylvania
$16K – – –
MGIA
894
Moneta Group Investment Advisors
Missouri
$15K +$14.8K +64 New
MA
895
MCF Advisors
Kentucky
$13K – – –
CAGAS
896
Capital Advisory Group Advisory Services
Minnesota
$12K +$11.6K +50 New
WC
897
Whitnell & Co
Illinois
$11K – – –
BWA
898
BDO Wealth Advisors
Florida
$10K – – –
GAM
899
Guinness Asset Management
United Kingdom
$10K – – –
QAM
900
QCI Asset Management
New York
$9K – – –
34 35
36
37 38

ELV Hedge Fund Activity: Q2 2018 in Review

934 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2018, worth a combined $54.2B — up 8.9% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new ELV positions and 71 closed out — a net gain of 18 holders — while 296 added to existing stakes and 367 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $244M. The largest seller was Glenview Capital Management, cutting an estimated $233M.

  • 934 institutional investors held Elevance Health (ELV) as of Q2 2018, up from 922 in Q1 2018.
  • Funds reported $54.2B of Elevance Health stock for Q2 2018, up 8.9% quarter-over-quarter.
  • 89 funds opened new Elevance Health positions in Q2 2018 and 71 closed out, a net change of +18 holders.
  • The largest Elevance Health buyer in Q2 2018 was Citadel Advisors, an estimated $244M added.
  • The largest Elevance Health seller in Q2 2018 was Glenview Capital Management, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2018.