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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
FBB
326
Fulton Breakefield Broenniman
Maryland
$2.71M -$53.3K -600 -2%
WT
327
Whittier Trust
California
$2.69M +$7.55K +85 +0.3%
CCP
328
Clarkston Capital Partners
Michigan
$2.67M -$674K -7,589 -21%
MFS
329
Monetta Financial Services
Illinois
$2.63M +$533K +6,000 +27%
PAIM
330
Punch & Associates Investment Management
Minnesota
$2.6M -$44.3K -498 -2%
Nomura Holdings
331
Nomura Holdings
Japan
$2.58M -$1.91M -21,551 -43%
Natixis Advisors
332
Natixis Advisors
Massachusetts
$2.58M +$234K +2,631 +10%
AIP
333
Ameritas Investment Partners
Nebraska
$2.58M -$16.4K -185 -0.7%
ACM
334
Advisors Capital Management
New Jersey
$2.47M +$285K +3,211 +14%
SAM
335
Securian Asset Management
Minnesota
$2.46M -$28.1K -316 -1%
LPL Financial
336
LPL Financial
California
$2.44M +$195K +2,190 +9%
SC
337
SouthState Corp
Florida
$2.41M – – –
GCAC
338
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.39M +$68.9K +775 +3%
CONA
339
Capital One National Association
New York
$2.38M -$126K -1,414 -5%
TT
340
Tiedemann Trust
Delaware
$2.36M +$2.27M +25,565 New
NG
341
NatWest Group
United Kingdom
$2.34M +$405K +4,561 +22%
SIM
342
Sterling Investment Management
Arizona
$2.33M -$19.1K -215 -0.8%
PDN
343
Pensionfund DSM Netherlands
Netherlands
$2.31M – – –
Renaissance Technologies
344
Renaissance Technologies
New York
$2.31M +$2.22M +24,973 New
NCM
345
Narwhal Capital Management
Georgia
$2.31M – – –
KRS
346
Kentucky Retirement Systems
Kentucky
$2.25M -$39.3K -442 -2%
STC
347
SEI Trust Company
Pennsylvania
$2.25M +$1.24M +13,900 +134%
ICOM
348
Investment Counselors of Maryland
Maryland
$2.24M -$13.3K -150 -0.6%
ST
349
Sentinel Trust
Texas
$2.2M +$530K +5,960 +33%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$2.2M +$2.11M +23,800 New
12 13
14
15 16

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.