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Elevance Health
ELV

909 hedge funds and large institutions have $50.8B invested in Elevance Health in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 268 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

18% more capital invested

Capital invested by funds: $43.1B → $50.8B (+$7.62B)

8% more funds holding

Funds holding: 844 → 909 (+65)

1.46% more ownership

Funds ownership: 86.54% → 88% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 359

58% less call options, than puts

Call options by funds: $146M | Put options by funds: $349M

Holders
909
Holders Change
+65
Holders Change %
+7.7%
% of All Funds
20.62%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.75%
New
138
Increased
268
Reduced
359
Closed
65
Calls
$146M
Puts
$349M
Net Calls
-$203M
Net Calls Change
-$40.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
JP Morgan Chase
JP Morgan Chase
New York
+$193M
4
Goldman Sachs
Goldman Sachs
New York
+$193M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$225M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$197M
3
TP
Third Point
New York
-$186M
4
BlackRock
BlackRock
New York
-$167M
5
GCM
Glenview Capital Management
New York
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
901
Gradient Investments
Minnesota
$3K +$3.19K +15 New
Walleye Trading
902
Walleye Trading
New York
$2.83K +$2.68M +12,593 New
MWM
903
MinichMacGregor Wealth Management
New York
$2K – – –
PCA
904
Peddock Capital Advisors
Massachusetts
$2K – – –
Twin Tree Management
905
Twin Tree Management
Texas
$2K +$1.92K +9 New
FRA
906
Front Row Advisors
California
$2K +$2.34K +11 New
MGIA
907
Moneta Group Investment Advisors
Missouri
$1K +$639 +3 New
AWM
908
Avior Wealth Management
Nebraska
$1K +$1.06K +5 New
PCG
909
Private Capital Group
Connecticut
$91 +$86K +404 New
CI Investments Inc
910
CI Investments Inc
Ontario, Canada
– -$76.4M -402,100 Closed
Parnassus Investments
911
Parnassus Investments
California
– -$76M -400,000 Closed
TG
912
TCW Group
California
– -$61.8M -325,340 Closed
SCA
913
Southpoint Capital Advisors
New York
– -$47.5M -250,000 Closed
BTP
914
Bloom Tree Partners
New York
– -$38.7M -203,727 Closed
SAM
915
Senzar Asset Management
New York
– -$24.1M -126,700 Closed
WRF
916
Waddell & Reed Financial
Kansas
– -$22.4M -118,179 Closed
CIBC World Market
917
CIBC World Market
Ontario, Canada
– -$20.1M -105,758 Closed
NFA
918
Nationwide Fund Advisors
Ohio
– -$19.6M -103,438 Closed
Credit Agricole
919
Credit Agricole
France
– -$16.1M -85,050 Closed
FP
920
Foundry Partners
Minnesota
– -$14.7M -77,510 Closed
CCP
921
Clarkston Capital Partners
Michigan
– -$9M -47,379 Closed
HHC
922
Hutchin Hill Capital
New York
– -$8.61M -45,321 Closed
ROC
923
Robertson Opportunity Capital
Texas
– -$8.53M -44,900 Closed
Massachusetts Financial Services
924
Massachusetts Financial Services
Massachusetts
– -$8.18M -43,079 Closed
TIP
925
Torray Investment Partners
Maryland
– -$7.84M -41,300 Closed
35 36
37
38 39

ELV Hedge Fund Activity: Q4 2017 in Review

909 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2017, worth a combined $50.8B — up 18% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ELV positions and 65 closed out — a net gain of 73 holders — while 268 added to existing stakes and 359 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was EdgePoint Investment Group, cutting an estimated $225M.

  • 909 institutional investors held Elevance Health (ELV) as of Q4 2017, up from 844 in Q3 2017.
  • Funds reported $50.8B of Elevance Health stock for Q4 2017, up 18% quarter-over-quarter.
  • 138 funds opened new Elevance Health positions in Q4 2017 and 65 closed out, a net change of +73 holders.
  • The largest Elevance Health buyer in Q4 2017 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Elevance Health seller in Q4 2017 was EdgePoint Investment Group, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2017.