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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
ZIM
976
Zacks Investment Management
Illinois
-$237K -1,080 Closed
AWM
977
Arbor Wealth Management
Florida
-$248K -1,069 Closed
NA
978
Navellier & Associates
Nevada
-$235K -1,069 Closed
CCG
979
Cypress Capital Group
Florida
-$232K -1,058 Closed
GAMA
980
Graticule Asia Macro Advisors
New York
-$220K -1,000 Closed
TMAM
981
Tokio Marine Asset Management
Japan
-$217K -989 Closed
TG
982
TLP Group
Illinois
-$199K -908 Closed
VCM
983
Virtue Capital Management
Tennessee
-$124K -547 Closed
AIS
984
AlphaOne Investment Services
Pennsylvania
-$118K -537 Closed
PWM
985
Perigon Wealth Management
California
-$101K -458 Closed
MCWS
986
McKinley Carter Wealth Services
West Virginia
-$72K -329 Closed
APP
987
Avantax Planning Partners
Iowa
-$71K -324 Closed
HFP
988
Holistic Financial Partners
Indiana
-$68K -311 Closed
PFGIA
989
Patriot Financial Group Insurance Agency
Massachusetts
-$68K -310 Closed
EAM
990
Exane Asset Management
France
-$42K -191 Closed
KF
991
Krilogy Financial
Missouri
-$35K -161 Closed
SIA
992
SeaBridge Investment Advisors
New Jersey
-$30K -135 Closed
FCAG
993
First Capital Advisors Group
New Jersey
-$25K -116 Closed
JGIA
994
Jackson Grant Investment Advisers
Connecticut
-$24K -108 Closed
WAS
995
WESPAC Advisors SoCal
California
-$21K -100 Closed
WCM
996
Whitener Capital Management
North Carolina
-$21K -100 Closed
FA
997
Fortis Advisors
Pennsylvania
-$21K -96 Closed
IWM
998
IHT Wealth Management
Illinois
-$21K -94 Closed
KIG
999
Kessler Investment Group
Indiana
-$19K -88 Closed
FPFS
1000
First Personal Financial Services
North Carolina
-$11K -50 Closed

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.