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Elevance Health
ELV

639 hedge funds and large institutions have $23.9B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $21.8B → $23.9B (+$2.12B)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

4% more funds holding

Funds holding: 613 → 639 (+26)

5% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 242

25% less call options, than puts

Call options by funds: $242M | Put options by funds: $323M

Holders
639
Holders Change
+26
Holders Change %
+4.24%
% of All Funds
18.55%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
74
Increased
230
Reduced
242
Closed
45
Calls
$242M
Puts
$323M
Net Calls
-$80.5M
Net Calls Change
-$156M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$191M
2
Ameriprise
Ameriprise
Minnesota
+$116M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$115M
4
JHIU
Janus Henderson Investors US
Colorado
+$87M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$83.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$485M
2
Capital World Investors
Capital World Investors
California
-$178M
3
Invesco
Invesco
Georgia
-$125M
4
OH
Orbis Holdings
Bermuda
-$99.6M
5
Franklin Resources
Franklin Resources
California
-$69.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Commerzbank Aktiengesellschaft
Germany
$7.75M -$17.3M -194,448 -68%
HIMCH
227
Hartford Investment Management Co (HIMCO)
Connecticut
$7.75M -$608K -6,839 -8%
BCM
228
Buckhead Capital Management
Georgia
$7.74M -$477K -5,365 -6%
GIBU
229
Gulf International Bank (UK)
United Kingdom
$7.73M +$7.43M +83,660 New
FAF
230
Fjarde Ap-fonden
Sweden
$7.65M -$525K -5,913 -7%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$7.39M -$457K -5,139 -6%
Asset Management One
232
Asset Management One
Japan
$7.24M -$10.5M -117,742 -60%
MME
233
Meag Munich Ergo
Germany
$7.23M -$2.37M -26,660 -25%
EIM
234
ExxonMobil Investment Management
Texas
$7.11M -$229K -2,582 -3%
HP
235
HealthInvest Partners
Sweden
$6.97M +$6.71M +75,500 New
SAM
236
Shell Asset Management
Netherlands
$6.86M -$1.01M -11,393 -13%
WC
237
Wexford Capital
Florida
$6.71M +$6.45M +72,570 New
RFS
238
Rockefeller Financial Services
New York
$6.66M – – –
ProShare Advisors
239
ProShare Advisors
Maryland
$6.56M +$2.31M +26,040 +58%
US Bancorp
240
US Bancorp
Minnesota
$6.54M +$457K +5,142 +8%
Royal London Asset Management
241
Royal London Asset Management
United Kingdom
$6.53M -$254K -2,856 -4%
DL
242
Delta Lloyd
Netherlands
$6.52M -$506K -5,697 -7%
RC
243
RegentAtlantic Capital
New Jersey
$6.49M +$147K +1,652 +2%
B
244
Barings
North Carolina
$6.49M +$569K +6,400 +10%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$6.48M -$1.42M -15,966 -18%
Capital Fund Management (CFM)
246
Capital Fund Management (CFM)
France
$6.47M +$6.23M +70,060 New
CIM
247
Calvert Investment Management
Maryland
$6.46M -$1.63M -18,300 -21%
HI
248
HBK Investments
Texas
$6.39M +$2.22M +25,000 +57%
EVM
249
Eaton Vance Management
Massachusetts
$6.39M +$178 +2 +0%
TAM
250
Todd Asset Management
Kentucky
$6.39M +$361K +4,064 +6%
8 9
10
11 12

ELV Hedge Fund Activity: Q4 2013 in Review

639 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2013, worth a combined $23.9B — up 9.7% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ELV positions and 45 closed out — a net gain of 29 holders — while 230 added to existing stakes and 242 trimmed.

The largest buyer was Credit Suisse, adding an estimated $191M. The largest seller was AllianceBernstein, cutting an estimated $485M.

  • 639 institutional investors held Elevance Health (ELV) as of Q4 2013, up from 613 in Q3 2013.
  • Funds reported $23.9B of Elevance Health stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 74 funds opened new Elevance Health positions in Q4 2013 and 45 closed out, a net change of +29 holders.
  • The largest Elevance Health buyer in Q4 2013 was Credit Suisse, an estimated $191M added.
  • The largest Elevance Health seller in Q4 2013 was AllianceBernstein, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2013.