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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
Robeco Institutional Asset Management
276
Robeco Institutional Asset Management
Netherlands
$4.71M +$363K +4,088 +9%
Thrivent Financial for Lutherans
277
Thrivent Financial for Lutherans
Minnesota
$4.69M +$213K +2,400 +5%
BL
278
BCWM LLC
Kansas
$4.61M -$32.3K -364 -0.7%
PP
279
Palladium Partners
Virginia
$4.59M -$28.3K -319 -0.6%
PIA
280
Piedmont Investment Advisors
North Carolina
$4.42M +$514K +5,790 +14%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$4.41M -$334K -3,760 -7%
TCM
282
Twin Capital Management
Pennsylvania
$4.39M +$584K +6,576 +16%
PNC Financial Services Group
283
PNC Financial Services Group
Pennsylvania
$4.24M -$782K -8,797 -16%
PAMG
284
Patton Albertson Miller Group
Tennessee
$4.23M -$33K -371 -0.8%
Janus Henderson Group
285
Janus Henderson Group
United Kingdom
$4.21M – – –
MCA
286
Metropolitan Capital Advisors
New York
$4.16M -$1.39M -15,621 -26%
DA
287
DSC Advisors
Illinois
$4.16M – – –
OC
288
Oppenheimer & Co
New York
$4M -$2.01M -22,648 -34%
MLIM
289
Mountain Lake Investment Management
Florida
$4M -$637K -7,166 -14%
Calamos Advisors
290
Calamos Advisors
Illinois
$3.97M – – –
FTC
291
Farmers Trust Company
Ohio
$3.95M +$659K +7,415 +21%
RFC
292
Regions Financial Corp
Alabama
$3.88M -$295K -3,320 -7%
PIM
293
Perkins Investment Management
Illinois
$3.87M -$1.27M -14,331 -25%
DC
294
Deere & Company
Illinois
$3.85M – – –
MP
295
Manifold Partners
California
$3.83M +$1.87M +20,993 +102%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$3.76M -$438K -4,935 -11%
SCM
297
Shelton Capital Management
Colorado
$3.65M – – –
ST
298
Spinnaker Trust
Maine
$3.62M +$3.48M +39,218 New
FP
299
Foundry Partners
Minnesota
$3.48M +$3.34M +37,621 New
AWCI
300
Alpine Woods Capital Investors
New York
$3.46M – – –
10 11
12
13 14

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.