Elevance Health
851 hedge funds and large institutions have $43.8B invested in Elevance Health in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 327 reducing their positions, and 45 closing their positions.
131% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 45
24% more funds holding in top 10
Funds holding in top 10: 34 → 42 (+8)
11% more capital invested
Capital invested by funds: $39.4B → $43.8B (+$4.43B)
7% more funds holding
Funds holding: 795 → 851 (+56)
2.12% less ownership
Funds ownership: 90.01% → 87.89% (-2.1%)
13% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 327
44% less call options, than puts
Call options by funds: $141M | Put options by funds: $250M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$202M |
| 2 |
JP Morgan Chase
New York
|
+$146M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$127M |
| 4 |
AIM
Assured Investment Management
New York
|
+$106M |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$86.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$498M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$410M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$210M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$204M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$160M |
ELV Hedge Fund Activity: Q2 2017 in Review
851 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2017, worth a combined $43.8B — up 11% from $39.4B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new ELV positions and 45 closed out — a net gain of 59 holders — while 285 added to existing stakes and 327 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $202M. The largest seller was Dodge & Cox, cutting an estimated $498M.
- 851 institutional investors held Elevance Health (ELV) as of Q2 2017, up from 795 in Q1 2017.
- Funds reported $43.8B of Elevance Health stock for Q2 2017, up 11% quarter-over-quarter.
- 104 funds opened new Elevance Health positions in Q2 2017 and 45 closed out, a net change of +59 holders.
- The largest Elevance Health buyer in Q2 2017 was Janus Henderson Group, an estimated $202M added.
- The largest Elevance Health seller in Q2 2017 was Dodge & Cox, an estimated $498M sold.
Based on aggregated 13F filings for Q2 2017.