We are live on ! Find out more
ELV icon

Elevance Health

734 hedge funds and large institutions have $29.2B invested in Elevance Health in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 268 increasing their positions, 290 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

8% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 290

1.28% less ownership

Funds ownership: 90.65%89.37% (-1.3%)

3% less funds holding

Funds holding: 759734 (-25)

7% less capital invested

Capital invested by funds: $31.3B → $29.2B (-$2.12B)

20% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 71

32% less call options, than puts

Call options by funds: $122M | Put options by funds: $181M

Holders
734
Holders Change
-25
Holders Change %
-3.29%
% of All Funds
19.59%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
57
Increased
268
Reduced
290
Closed
71
Calls
$122M
Puts
$181M
Net Calls
-$58.7M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FMI
176
Factory Mutual Insurance
Massachusetts
$13M +$2.45M +19,000 +22%
DCM
177
Decatur Capital Management
Georgia
$13M +$2.19M +16,931 +20%
Citigroup
178
Citigroup
New York
$12.9M +$1.86M +14,416 +16%
HP
179
Hosking Partners
United Kingdom
$12.8M +$1.59M +12,334 +14%
AIG
180
American International Group
New York
$12.8M -$555K -4,301 -4%
BAMF
181
BI Asset Management Fondsmaeglerselskab
Denmark
$12.5M +$710K +5,500 +6%
EIA
182
Edgemoor Investment Advisors
Maryland
$12.5M -$152K -1,175 -1%
VWM
183
Valley Wealth Managers
New Jersey
$12.2M +$482K +3,730 +4%
JIR
184
James Investment Research
Ohio
$11.9M -$33M -255,957 -73%
DL
185
Delta Lloyd
Netherlands
$11.9M +$152K +1,180 +1%
CS
186
Candriam SCA
Luxembourg
$11.7M +$6.83M +52,920 +132%
QI
187
QS Investors
New York
$11.6M +$6.04M +46,771 +101%
Caisse de Depot et Placement du Quebec (CDPQ)
188
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.6M -$10.8M -83,600 -47%
PIA
189
Piedmont Investment Advisors
North Carolina
$11.6M -$723K -5,600 -6%
SOMRS
190
State of Michigan Retirement System
Michigan
$11.5M +$64.6K +500 +0.5%
CEP
191
Chicago Equity Partners
Illinois
$11.5M -$256K -1,985 -2%
NFA
192
Nationwide Fund Advisors
Ohio
$11.5M -$7.99M -61,864 -40%
SG Americas Securities
193
SG Americas Securities
New York
$11.4M +$10.5M +81,424 +832%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$11.4M +$2.47M +19,113 +27%
AIM
195
Artemis Investment Management
United Kingdom
$11.1M +$2.62M +20,329 +30%
SCM
196
Stevens Capital Management
Pennsylvania
$10.8M -$7.15M -55,338 -39%
WBC
197
Westpac Banking Corp
Australia
$10.2M -$9.28M -71,868 -47%
TPSF
198
Texas Permanent School Fund
Texas
$10.2M -$485K -3,758 -4%
AL
199
AJO LP
Pennsylvania
$9.94M -$774K -5,991 -7%
CCP
200
Clarkston Capital Partners
Michigan
$9.93M +$1.79M +13,870 +21%