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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
NLI
351
Nippon Life Insurance
Japan
$2.19M -$52.9K -595 -2%
PP
352
Paloma Partners
Connecticut
$2.17M -$559K -6,295 -21%
LMGAM
353
Liberty Mutual Group Asset Management
Massachusetts
$2.14M +$455K +5,117 +28%
FQ
354
First Quadrant
California
$2.14M – – –
OA
355
Oak Associates
Ohio
$2.1M +$2.02M +22,700 New
CI
356
Conning Inc
Connecticut
$2.08M +$135K +1,520 +7%
CIM
357
CenturyLink Investment Management
Colorado
$2.06M +$283K +3,180 +17%
TMAM
358
Tokio Marine Asset Management
Japan
$2.02M -$174K -1,962 -8%
V
359
Veritable
Delaware
$2M +$61.1K +688 +3%
HNB
360
Huntington National Bank
Ohio
$1.97M -$88.8K -999 -4%
ANTB
361
AMG National Trust Bank
Colorado
$1.94M +$11.1K +125 +0.6%
MC
362
Menta Capital
California
$1.88M +$1.8M +20,300 New
GMIM
363
General Motors Investment Management
New York
$1.86M – – –
CIBC World Market
364
CIBC World Market
Ontario, Canada
$1.85M +$442K +4,973 +33%
TNBTD
365
Trustmark National Bank Trust Department
Mississippi
$1.82M +$985K +11,082 +129%
VKH
366
Virtu KCG Holdings
New York
$1.78M -$2.61M -29,378 -60%
Commonwealth Equity Services
367
Commonwealth Equity Services
Massachusetts
$1.75M +$639K +7,187 +61%
SSB
368
Sandy Spring Bank
Maryland
$1.73M -$41.1K -462 -2%
LCM
369
Logan Capital Management
Pennsylvania
$1.7M – – –
KeyBank National Association
370
KeyBank National Association
Ohio
$1.69M -$96K -1,080 -6%
PVH
371
Psagot Value Holdings
Israel
$1.67M -$831K -9,350 -34%
IIC
372
Ironwood Investment Counsel
Arizona
$1.66M -$111K -1,247 -6%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$1.64M +$1.16M +13,056 New
BOIA
374
Bush ODonnell Investment Advisors
Missouri
$1.61M – – –
PVWM
375
Point View Wealth Management
New Jersey
$1.61M +$1.54M +17,386 New
13 14
15
16 17

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.