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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
Holocene Advisors
201
Holocene Advisors
New York
$19.6M +$19.1M +82,526 New
GIBU
202
Gulf International Bank (UK)
United Kingdom
$19.4M
CS
203
Candriam SCA
Luxembourg
$19.3M -$446K -1,928 -2%
VWM
204
Valley Wealth Managers
New Jersey
$19.2M -$722K -3,117 -4%
AIG
205
American International Group
New York
$19.1M -$109K -471 -0.6%
TIM
206
Triodos Investment Management
Netherlands
$18.7M +$18.2M +78,476 New
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.6M -$3.52M -15,200 -16%
FA
208
Friess Associates
Delaware
$18.6M +$18.1M +78,105 New
Cohen & Steers
209
Cohen & Steers
New York
$18.6M +$17.9M +77,202 +10,225%
Marshall Wace
210
Marshall Wace
United Kingdom
$18.4M +$17.9M +77,315 New
N
211
Nuveen
North Carolina
$18.2M +$262K +1,132 +2%
RPAM
212
Rhenman & Partners Asset Management
Sweden
$18.1M +$3.47M +15,000 +25%
SCM
213
Stevens Capital Management
Pennsylvania
$18M -$10.2M -43,867 -37%
SOMRS
214
State of Michigan Retirement System
Michigan
$18M +$69.5K +300 +0.4%
MIS
215
Morningstar Investment Services
Illinois
$17.9M +$806K +3,480 +5%
MIM
216
MetLife Investment Management
New Jersey
$17.9M -$424K -1,832 -2%
CWM
217
CIBC World Markets
New York
$17.7M +$6.23M +26,912 +57%
RC
218
RegentAtlantic Capital
New Jersey
$17.5M +$86.1K +372 +0.5%
FAF
219
Fjarde Ap-fonden
Sweden
$17.1M -$362K -1,565 -2%
Comerica Bank
220
Comerica Bank
Texas
$16.6M -$44.9K -194 -0.3%
Victory Capital Management
221
Victory Capital Management
Texas
$16.4M +$12.1M +52,152 +308%
BAPIM
222
British Airways Pensions Investment Management
United Kingdom
$16.3M +$130K +562 +0.8%
TAM
223
Tyers Asset Management
Texas
$16.3M -$8.69M -37,520 -35%
AIM
224
Achmea Investment Management
Netherlands
$16.2M -$1.7M -7,334 -10%
EGA
225
Eagle Global Advisors
Texas
$16.1M +$34.7K +150 +0.2%

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.