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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
SC
301
Sculptor Capital
New York
$3.45M +$2.35M +26,439 +243%
DnB Asset Management
302
DnB Asset Management
Norway
$3.42M +$995K +11,200 +43%
CAM
303
Capstone Asset Management
Texas
$3.42M -$1.55M -17,414 -32%
SLI
304
Sumitomo Life Insurance
Japan
$3.42M -$182K -2,046 -5%
LBC
305
Lowe Brockenbrough & Co
Virginia
$3.29M -$489K -5,502 -13%
AG
306
Algert Global
California
$3.24M – – –
SGCIA
307
Smith Graham & Co Investment Advisors
Texas
$3.22M -$1.13M -12,760 -27%
BPM
308
Bowling Portfolio Management
Ohio
$3.21M +$7.55K +85 +0.2%
FMBTD
309
First Midwest Bank Trust Division
Illinois
$3.18M +$72K +810 +2%
SB
310
Suntrust Banks
Georgia
$3.09M +$37.6K +423 +1%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$3.07M -$302K -3,400 -9%
SIG
312
Schooner Investment Group
Pennsylvania
$2.99M +$2.93M +33,000 New
NPIT
313
National Penn Investors Trust
Pennsylvania
$2.99M +$34.9K +393 +1%
OSNBOA
314
Old Second National Bank of Aurora
Illinois
$2.99M +$36.7K +413 +1%
OIMU
315
Orbis Investment Management (US)
California
$2.97M +$2.86M +32,132 New
RPAM
316
Rhenman & Partners Asset Management
Sweden
$2.96M +$2.84M +32,000 New
CD
317
Carl Domino
Florida
$2.95M -$245K -2,754 -8%
MOACM
318
Mutual of America Capital Management
New York
$2.94M -$220K -2,480 -7%
PG
319
PEAK6 Group
Illinois
$2.92M +$577K +6,493 +26%
SFS
320
Strategic Financial Services
New York
$2.9M -$50.2K -565 -2%
AAM
321
Aberdeen Asset Management
United Kingdom
$2.89M – – –
MIS
322
Morningstar Investment Services
Illinois
$2.89M +$444 +5 +0%
B
323
BP
United Kingdom
$2.86M -$10.6M -119,000 -79%
NBC
324
Neuberger Berman Canada
Ontario, Canada
$2.82M +$1.86M +20,950 +219%
WA
325
Whitebox Advisors
Minnesota
$2.78M +$1.25M +14,060 +88%
11 12
13
14 15

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.