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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
CG
951
Clinton Group
New York
– -$1.51M -6,880 Closed
HF
952
HRT Financial
New York
– -$1.33M -6,073 Closed
GCP
953
GSA Capital Partners
United Kingdom
– -$1.3M -5,913 Closed
BDS
954
Banco de Sabadell
Florida
– -$1.3M -5,878 Closed
EIA
955
Edgemoor Investment Advisors
Maryland
– -$1.2M -5,462 Closed
HCMT
956
Highland Capital Management (Texas)
Texas
– -$1.1M -5,000 Closed
TCM
957
Teza Capital Management
Illinois
– -$1.07M -4,873 Closed
PL
958
Polianta Ltd
Jersey
– -$1.05M -4,800 Closed
STA
959
Summit Trail Advisors
New York
– -$246K -4,209 Closed
TH
960
Timber Hill
Connecticut
– -$900K -4,096 Closed
PG
961
PEAK6 Group
Illinois
– -$948K -4,092 Closed
KI
962
Koch Industries
Kansas
– -$890K -4,051 Closed
LMIM
963
Lockheed Martin Investment Management
Maryland
– -$747K -3,400 Closed
MF
964
Magnetar Financial
Illinois
– -$720K -3,276 Closed
LMAM
965
Legg Mason Asset Management
Japan
– -$550K -2,500 Closed
SFS
966
Sowell Financial Services
Arkansas
– -$549K -2,394 Closed
LAM
967
Lingohr Asset Management
Germany
– -$505K -2,297 Closed
CANY
968
Caxton Associates (New York)
New York
– -$418K -1,901 Closed
DAS
969
Dynamic Advisor Solutions
Arizona
– -$408K -1,858 Closed
SM
970
Sciencast Management
New Jersey
– -$337K -1,469 Closed
MA
971
MANA Advisors
New York
– -$314K -1,428 Closed
SEC
972
Seven Eight Capital
New York
– -$314K -1,428 Closed
BFM
973
Boothbay Fund Management
New York
– -$286K -1,300 Closed
TI
974
Trexquant Investment
Connecticut
– -$281K -1,277 Closed
DCM
975
Driehaus Capital Management
Illinois
– -$254K -1,158 Closed
37 38
39
40 41

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.