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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
MAM
151
Martingale Asset Management
Massachusetts
$36.2M +$429K +1,851 +1%
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$36M -$3.96M -17,089 -10%
MMH
153
Menora Mivtachim Holdings
Israel
$35.2M
RG
154
Redmile Group
California
$34.8M +$33.8M +146,000 New
RG
155
Renaissance Group
Kentucky
$34.5M -$2.31M -9,985 -6%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$33.6M -$8.78M -37,921 -21%
ACI
157
AMP Capital Investors
Australia
$32.9M -$2.78M -12,025 -8%
First Trust Advisors
158
First Trust Advisors
Illinois
$32.5M +$3.94M +17,034 +14%
KBC Group
159
KBC Group
Belgium
$32.2M -$12M -51,945 -28%
WRF
160
Waddell & Reed Financial
Kansas
$31.4M +$30.5M +131,715 New
Aviva
161
Aviva
United Kingdom
$30.7M -$392K -1,694 -1%
TAM
162
Todd Asset Management
Kentucky
$30.4M -$16M -69,193 -35%
WCM
163
Wedge Capital Management
North Carolina
$29.9M -$5.44M -23,498 -16%
Man Group
164
Man Group
United Kingdom
$28.9M -$14.8M -63,780 -34%
Renaissance Technologies
165
Renaissance Technologies
New York
$28.7M -$119M -512,600 -81%
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$28.1M -$163K -705 -0.6%
M&T Bank
167
M&T Bank
New York
$28M +$243K +1,050 +0.9%
ZIC
168
ZWJ Investment Counsel
Georgia
$27.9M +$240K +1,037 +0.9%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$27.6M +$574K +2,479 +2%
EARNEST Partners
170
EARNEST Partners
Georgia
$27.6M +$109K +472 +0.4%
BCIM
171
British Columbia Investment Management
British Columbia, Canada
$27.6M -$12.3M -53,154 -31%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$27.5M -$2.62M -11,319 -9%
LOAMS
173
Lombard Odier Asset Management (Switzerland)
Switzerland
$27.2M +$4.27M +18,431 +19%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$26.8M -$4.42M -19,107 -15%
ERSOT
175
Employees Retirement System of Texas
Texas
$26.5M +$1.39M +6,000 +6%

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.