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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
BUB
451
BBVA USA Bancshares
Texas
$651K +$271K +3,050 +76%
EAM
452
EULAV Asset Management
Florida
$647K – – –
JG
453
Jefferies Group
New York
$631K -$1.98M -22,333 -77%
FNB
454
First Niagara Bank
New York
$625K +$4.44K +50 +0.7%
MIC
455
MU Investments Company
Japan
$621K -$32K -360 -5%
TH
456
Timber Hill
Connecticut
$617K -$82.4K -927 -12%
PAM
457
Paradigm Asset Management
New York
$614K -$17.8K -200 -3%
GCC
458
Guardian Capital (Canada)
Ontario, Canada
$608K +$585K +6,581 New
AI
459
Atria Investments
North Carolina
$606K -$102K -1,147 -15%
ANRIA
460
American National Registered Investment Advisor
Texas
$601K -$3.11K -35 -0.5%
WTC
461
WhitTier Trust Company
Nevada
$600K +$30.7K +345 +6%
LTFS
462
Ladenburg Thalmann Financial Services
Florida
$596K +$68.1K +766 +13%
SRC
463
Shufro Rose & Co
New York
$591K – – –
SACTSONJ
464
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$588K – – –
CLOS
465
Compagnie Lombard Odier SCmA
Switzerland
$587K +$565K +6,358 New
AP
466
Advisor Partners
California
$581K +$19K +214 +4%
SI
467
Stephens Inc
Arkansas
$579K -$4.18K -47 -0.7%
PP
468
PDT Partners
New York
$564K +$35.5K +400 +7%
SFSIG
469
San Francisco Sentry Investment Group
California
$557K – – –
MNBTD
470
Moody National Bank Trust Division
Texas
$550K -$3.11K -35 -0.6%
AIA
471
Affinity Investment Advisors
California
$529K – – –
ECM
472
Everence Capital Management
Indiana
$522K -$115K -1,290 -19%
WFM
473
Wilmington Funds Management
Delaware
$509K -$133K -1,500 -21%
WCA
474
Westover Capital Advisors
Delaware
$509K +$490K +5,509 New
William Blair & Company
475
William Blair & Company
Illinois
$506K +$231K +2,600 +90%
17 18
19
20 21

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.