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Elevance Health

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: 3038 (+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: 922934 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
901
Avestar Capital
New York
$8K +$1.39K +6 +15%
SFSIG
902
San Francisco Sentry Investment Group
California
$7K -$926K -4,000 -99%
HIM
903
Hillsdale Investment Management
Ontario, Canada
$7K -$2.32K -10 -25%
PFPT
904
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K
AF
905
Allworth Financial
California
$6K +$2.08K +9 +60%
NR
906
Newfound Research
Massachusetts
$5K -$232 -1 -4%
BWM
907
Baystate Wealth Management
Massachusetts
$5K
PMG
908
ProVise Management Group
Florida
$4.76K +$4.63K +20 New
GEA
909
Glen Eagle Advisors
New Jersey
$4.05K +$3.94K +17 New
GCM
910
Gables Capital Management
Florida
$4K +$3.94K +17 New
OIA
911
Optimum Investment Advisors
Illinois
$4K +$3.94K +17 New
CFC
912
Coyle Financial Counsel
Illinois
$4K +$4.17K +18 New
AIL
913
AGF Investments LLC
Ontario, Canada
$3.68K +$2.2M +9,491 +159%
MCM
914
MV Capital Management
Maryland
$3K
OFW
915
Omnia Family Wealth
Florida
$3K
SFM
916
Signet Financial Management
New Jersey
$3K
JWM
917
Janiczek Wealth Management
Colorado
$3K +$2.55K +11 New
BC
918
Barnett & Company
Tennessee
$3K +$2.78K +12 New
KL
919
KWMG LLC
Kansas
$3K +$3.01K +13 New
GI
920
Gradient Investments
Minnesota
$2K -$1.39K -6 -46%
MC
921
Martin Currie
United Kingdom
$2K -$1.39K -6 -46%
DBT
922
Dubuque Bank & Trust
Iowa
$2K
MWM
923
MinichMacGregor Wealth Management
New York
$2K
PCA
924
Peddock Capital Advisors
Massachusetts
$2K
MSA
925
Marino Stram & Associates
Massachusetts
$2K +$1.85K +8 New

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.