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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
RBA
401
Richard Bernstein Advisors
New York
$1.07M – – –
NAM
402
NorthCoast Asset Management
Connecticut
$1.06M – – –
NB
403
Norinchukin Bank
Japan
$1.02M -$17.2K -194 -2%
MA
404
MUFG Americas
New York
$1.02M -$82.2K -925 -8%
CA
405
Cornerstone Advisors
North Carolina
$1.02M +$178K +2,000 +22%
CC
406
ClearArc Capital
Ohio
$1.01M -$289K -3,258 -23%
KIA
407
KCM Investment Advisors
California
$1M +$24.4K +275 +3%
TCT
408
TIAA CREF Trust
Missouri
$986K -$5.33K -60 -0.6%
SKK
409
Shepherd Kaplan Krochuk
Massachusetts
$975K -$32.3K -364 -3%
ONB
410
Old National Bancorp
Indiana
$973K +$65.4K +736 +8%
CB
411
Commerce Bank
Missouri
$968K -$155K -1,750 -14%
KRSITF
412
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$967K -$16.8K -189 -2%
MAM
413
Martingale Asset Management
Massachusetts
$953K +$916K +10,309 New
SC
414
Saiers Capital
New York
$942K +$906K +10,200 New
NAM
415
Needelman Asset Management
California
$935K +$131K +1,475 +17%
MERSOM
416
Municipal Employees' Retirement System of Michigan
Michigan
$933K – – –
AI
417
Analytic Investors
California
$902K +$867K +9,763 New
CCM
418
CrestPoint Capital Management
Missouri
$896K +$862K +9,700 New
IPC
419
Independent Portfolio Consultants
Florida
$889K +$22.5K +253 +3%
1IC
420
1919 Investment Counsel
Maryland
$884K +$182K +2,050 +27%
IRS
421
Invictus RG (Singapore)
Singapore
$882K +$415K +4,671 +96%
RW
422
Rand Wealth
Maryland
$871K -$5.78K -65 -0.7%
CIM
423
CIM Investment Management
Pennsylvania
$852K +$56K +630 +7%
Daiwa Securities Group
424
Daiwa Securities Group
Japan
$841K +$44.4K +500 +6%
DCMA
425
Daiwa Capital Markets America
New York
$841K +$809K +9,100 New
15 16
17
18 19

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.