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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
WC
426
Whitney & Co
New York
$832K +$17.8K +200 +2%
HCA
427
Harbour Capital Advisors
Virginia
$831K +$102K +1,150 +15%
RIG
428
Roosevelt Investment Group
New York
$804K – – –
AIM
429
Acropolis Investment Management
Missouri
$803K +$5.86K +66 +0.8%
FBP
430
Flippin Bruce & Porter
Virginia
$785K – – –
TCM
431
Tufton Capital Management
Maryland
$767K -$3.55K -40 -0.5%
WSTAM
432
Wilbanks Smith & Thomas Asset Management
Virginia
$763K +$30.3K +341 +4%
OWD
433
Osborn Williams & Donohoe
Ohio
$751K -$4.44K -50 -0.6%
LMAM
434
Legg Mason Asset Management
Japan
$749K -$133K -1,500 -16%
G
435
GlobalBridge
Minnesota
$749K +$9.51K +107 +1%
NIM
436
NuWave Investment Management
New Jersey
$747K +$700K +7,875 +3,823%
FNBOMD
437
First National Bank of Mount Dora
Florida
$739K – – –
AAM
438
Advisors Asset Management
Colorado
$738K +$345K +3,885 +95%
HFS
439
HL Financial Services
Kentucky
$709K +$138K +1,556 +25%
AT
440
Arden Trust
Delaware
$705K -$243K -2,738 -26%
FA
441
FDx Advisors
Illinois
$698K +$26.2K +295 +4%
AB
442
Amalgamated Bank
New York
$687K +$661K +7,436 New
ANB
443
Amarillo National Bank
Texas
$686K – – –
DY
444
Dowling & Yahnke
California
$677K +$3.55K +40 +0.5%
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$671K +$117K +1,312 +22%
HighTower Advisors
446
HighTower Advisors
Illinois
$666K +$41.6K +468 +7%
MYLI
447
Meiji Yasuda Life Insurance
Japan
$665K -$473K -5,318 -42%
HW
448
Hancock Whitney
Mississippi
$664K -$6.22K -70 -1%
PAM
449
PartnerRe Asset Management
Connecticut
$657K -$45.2K -509 -7%
BC
450
Burney Company
Virginia
$656K -$19.1K -215 -3%
16 17
18
19 20

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.