Elevance Health
945 hedge funds and large institutions have $62.4B invested in Elevance Health in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 297 increasing their positions, 391 reducing their positions, and 66 closing their positions.
59% more call options, than puts
Call options by funds: $491M | Put options by funds: $309M
27% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 66
15% more capital invested
Capital invested by funds: $54.2B → $62.4B (+$8.18B)
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
1% more funds holding
Funds holding: 934 → 945 (+11)
2.04% less ownership
Funds ownership: 89.67% → 87.63% (-2%)
24% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 391
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Maverick Capital
Dallas,
Texas
|
+$262M |
| 2 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$230M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$207M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$188M |
| 5 |
CG
Carmignac Gestion
Paris,
France
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$319M |
| 2 |
N
Natixis
Paris,
France
|
-$183M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$165M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$132M |
| 5 |
JP Morgan Chase
New York
|
-$99M |
ELV Hedge Fund Activity: Q3 2018 in Review
945 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2018, worth a combined $62.4B — up 15% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new ELV positions and 66 closed out — a net gain of 18 holders — while 297 added to existing stakes and 391 trimmed.
The largest buyer was Maverick Capital, adding an estimated $262M. The largest seller was LSV Asset Management, cutting an estimated $319M.
- 945 institutional investors held Elevance Health (ELV) as of Q3 2018, up from 934 in Q2 2018.
- Funds reported $62.4B of Elevance Health stock for Q3 2018, up 15% quarter-over-quarter.
- 84 funds opened new Elevance Health positions in Q3 2018 and 66 closed out, a net change of +18 holders.
- The largest Elevance Health buyer in Q3 2018 was Maverick Capital, an estimated $262M added.
- The largest Elevance Health seller in Q3 2018 was LSV Asset Management, an estimated $319M sold.
Based on aggregated 13F filings for Q3 2018.