Elevance Health
1,052 hedge funds and large institutions have $50.7B invested in Elevance Health in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 386 increasing their positions, 411 reducing their positions, and 147 closing their positions.
0.52% more ownership
Funds ownership: 88.06% → 88.58% (+0.52%)
5% less call options, than puts
Call options by funds: $397M | Put options by funds: $420M
6% less repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 411
5% less funds holding
Funds holding: 1,110 → 1,052 (-58)
23% less funds holding in top 10
Funds holding in top 10: 44 → 34 (-10)
25% less capital invested
Capital invested by funds: $67.4B → $50.7B (-$16.7B)
29% less first-time investments, than exits
New positions opened: 105 | Existing positions closed: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$899M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$563M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$352M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$340M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$310M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
-$855M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$348M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$240M |
| 4 |
GCM
Glenview Capital Management
New York
|
-$227M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$225M |
ELV Hedge Fund Activity: Q1 2020 in Review
1,052 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2020, worth a combined $50.7B — down 25% from $67.4B a quarter earlier.
Sellers outnumbered buyers: 147 funds closed out of ELV and 105 opened new positions — a net loss of 42 holders — while 411 trimmed existing stakes and 386 added.
The largest buyer was Wellington Management Group, adding an estimated $899M. The largest seller was TCI Fund Management, cutting an estimated $855M.
- 1,052 institutional investors held Elevance Health (ELV) as of Q1 2020, down from 1,110 in Q4 2019.
- Funds reported $50.7B of Elevance Health stock for Q1 2020, down 25% quarter-over-quarter.
- 105 funds opened new Elevance Health positions in Q1 2020 and 147 closed out, a net change of -42 holders.
- The largest Elevance Health buyer in Q1 2020 was Wellington Management Group, an estimated $899M added.
- The largest Elevance Health seller in Q1 2020 was TCI Fund Management, an estimated $855M sold.
Based on aggregated 13F filings for Q1 2020.