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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
MG
126
Markel Group
Virginia
$53.3M
AIM
127
Artemis Investment Management
United Kingdom
$52.5M +$18.9M +81,786 +59%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$51.8M -$325K -1,403 -0.6%
BG
129
Bellevue Group
Switzerland
$50.8M +$7.48M +32,284 +18%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$49.2M +$15.5M +66,862 +48%
Axa
131
Axa
France
$48.6M +$374K +1,615 +0.8%
CHP
132
Castle Hook Partners
New York
$47.9M +$46.6M +201,147 New
Caisse de Depot et Placement du Quebec (CDPQ)
133
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$47.5M -$18.5M -79,789 -29%
SMDAM
134
Sumitomo Mitsui DS Asset Management
Japan
$46.8M -$20.9M -90,044 -31%
GIA
135
Gateway Investment Advisers
Ohio
$46.6M -$325K -1,405 -0.7%
MCM
136
Marsico Capital Management
Colorado
$46.5M
BTP
137
Bloom Tree Partners
New York
$46.4M +$45.2M +195,125 New
PCM
138
Polaris Capital Management
Massachusetts
$45.7M -$21.2M -91,700 -32%
DM
139
Deerfield Management
New York
$45.5M
UH
140
Unigestion Holding
Switzerland
$45M +$43.7M +188,917 New
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$44.4M +$28.1M +121,357 +187%
CI Investments Inc
142
CI Investments Inc
Ontario, Canada
$44M -$1.81M -7,800 -4%
SC
143
Samlyn Capital
New York
$41M +$39.8M +172,078 New
State of Tennessee, Department of Treasury
144
State of Tennessee, Department of Treasury
Tennessee
$40.6M +$9.45M +40,816 +31%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.6M -$288K -1,244 -0.7%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$40.5M +$5.34M +23,039 +16%
Lazard Asset Management
147
Lazard Asset Management
New York
$39.5M +$836K +3,609 +2%
TC
148
Tavio Capital
New York
$39.2M -$3.08M -13,281 -7%
TCM
149
Tran Capital Management
California
$39.2M -$1.35M -5,820 -3%
Federated Hermes
150
Federated Hermes
Pennsylvania
$37.8M +$10.8M +46,696 +42%

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.