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Elevance Health
ELV

923 hedge funds and large institutions have $49.8B invested in Elevance Health in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 274 increasing their positions, 381 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 84

24% more call options, than puts

Call options by funds: $275M | Put options by funds: $222M

2% more funds holding

Funds holding: 909 → 923 (+14)

0.76% more ownership

Funds ownership: 88% → 88.76% (+0.76%)

2% less capital invested

Capital invested by funds: $50.8B → $49.8B (-$966M)

9% less funds holding in top 10

Funds holding in top 10: 33 → 30 (-3)

28% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 381

Holders
923
Holders Change
+14
Holders Change %
+1.54%
% of All Funds
21.15%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
108
Increased
274
Reduced
381
Closed
84
Calls
$275M
Puts
$222M
Net Calls
+$53.6M
Net Calls Change
+$256M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$444M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$302M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$184M
4
CGI
CI Global Investments
California
+$182M
5
EVM
Eaton Vance Management
Massachusetts
+$166M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$258M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$212M
3
GCM
Glenview Capital Management
New York
-$182M
4
O
OrbiMed
New York
-$148M
5
JP Morgan Chase
JP Morgan Chase
New York
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
926
Bridgeway Capital Management
Texas
– -$62.6M -278,100 Closed
PCM
927
Pennant Capital Management
New Jersey
– -$41.3M -183,379 Closed
KCM
928
Kingdon Capital Management
New York
– -$18.4M -81,619 Closed
FVP
929
Firefly Value Partners
Pennsylvania
– -$14.6M -65,000 Closed
SFM
930
Stack Financial Management
Montana
– -$11.8M -52,632 Closed
BIM
931
Bogle Investment Management
Massachusetts
– -$6.33M -28,142 Closed
BCM
932
Barometer Capital Management
Ontario, Canada
– -$6.21M -27,600 Closed
VCP
933
Vernier Capital Partners
New York
– -$5.4M -24,000 Closed
FHAM
934
Folger Hill Asset Management
New York
– -$5.17M -22,000 Closed
KC
935
Kepos Capital
New York
– -$4.5M -20,012 Closed
SSCM
936
Summit Street Capital Management
New York
– -$4.12M -18,324 Closed
AAM
937
Alphadyne Asset Management
New York
– -$4.03M -17,928 Closed
BC
938
Beaconlight Capital
New York
– -$3.93M -17,468 Closed
ACM
939
Atika Capital Management
New York
– -$3.71M -16,500 Closed
HCM
940
Highbridge Capital Management
New York
– -$3.3M -14,656 Closed
CCP
941
Corient Capital Partners
California
– -$2.88M -12,803 Closed
Tudor Investment Corp
942
Tudor Investment Corp
Connecticut
– -$2.68M -11,904 Closed
IIC
943
Ironwood Investment Counsel
Arizona
– -$2.41M -10,706 Closed
WC
944
Wexford Capital
Florida
– -$2.29M -10,200 Closed
EF
945
Empowered Funds
Pennsylvania
– -$2.28M -10,138 Closed
JCM
946
JS Capital Management
New York
– -$2.25M -10,000 Closed
OAM
947
Oxford Asset Management
United Kingdom
– -$2.03M -8,930 Closed
ID
948
Integral Derivatives
New York
– -$2.02M -8,620 Closed
VIA
949
Virtus Investment Advisers
Connecticut
– -$1.44M -6,398 Closed
Parallax Volatility Advisers
950
Parallax Volatility Advisers
California
– -$1.36M -6,029 Closed
36 37
38
39 40

ELV Hedge Fund Activity: Q1 2018 in Review

923 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2018, worth a combined $49.8B — down 1.9% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new ELV positions and 84 closed out — a net gain of 24 holders — while 274 added to existing stakes and 381 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $444M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $258M sold.

  • 923 institutional investors held Elevance Health (ELV) as of Q1 2018, up from 909 in Q4 2017.
  • Funds reported $49.8B of Elevance Health stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 108 funds opened new Elevance Health positions in Q1 2018 and 84 closed out, a net change of +24 holders.
  • The largest Elevance Health buyer in Q1 2018 was Viking Global Investors, an estimated $444M added.
  • The largest Elevance Health seller in Q1 2018 was EdgePoint Investment Group, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2018.