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Elevance Health
ELV

783 hedge funds and large institutions have $33.7B invested in Elevance Health in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 320 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 52

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

16% more capital invested

Capital invested by funds: $29.2B → $33.7B (+$4.56B)

7% more funds holding

Funds holding: 734 → 783 (+49)

0.24% less ownership

Funds ownership: 89.37% → 89.13% (-0.24%)

24% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 320

29% less call options, than puts

Call options by funds: $163M | Put options by funds: $228M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
19.57%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.68%
New
113
Increased
242
Reduced
320
Closed
52
Calls
$163M
Puts
$228M
Net Calls
-$65.2M
Net Calls Change
-$6.52M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$188M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
3
O
OrbiMed
New York
+$137M
4
TP
Third Point
New York
+$134M
5
OAG
Orbis Allan Gray
Bermuda
+$133M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$161M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
3
WRF
Waddell & Reed Financial
Kansas
-$146M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$115M
5
Bank of America
Bank of America
North Carolina
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$357M +$15.3M +114,058 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$332M -$18.8M -140,183 -6%
Goldman Sachs
28
Goldman Sachs
New York
$314M +$54M +402,963 +23%
EIG
29
EdgePoint Investment Group
Ontario, Canada
$309M +$21.8M +163,146 +8%
O
30
OppenheimerFunds
New York
$308M -$34.8M -259,899 -11%
Ameriprise
31
Ameriprise
Minnesota
$290M -$77.4M -578,002 -22%
TCIM
32
TIAA CREF Investment Management
New York
$270M +$25.6M +191,381 +11%
Boston Partners
33
Boston Partners
Massachusetts
$263M +$188M +1,401,656 +325%
APG Asset Management
34
APG Asset Management
Netherlands
$254M +$1.87M +14,000 +0.8%
Renaissance Technologies
35
Renaissance Technologies
New York
$243M +$68.3M +509,973 +43%
BIM
36
BlackRock Investment Management
Delaware
$230M -$12.4M -92,859 -5%
AllianceBernstein
37
AllianceBernstein
Tennessee
$220M +$10.2M +76,371 +5%
Artisan Partners
38
Artisan Partners
Wisconsin
$208M +$31.9M +238,476 +20%
Legal & General Group
39
Legal & General Group
United Kingdom
$200M +$2.32M +17,328 +1%
LAM
40
Lyrical Asset Management
New York
$199M +$4.62M +34,511 +3%
Bank of America
41
Bank of America
North Carolina
$183M -$101M -751,204 -37%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$173M +$160M +1,192,865 New
Two Sigma Investments
43
Two Sigma Investments
New York
$165M +$28.3M +211,341 +23%
PPA
44
Parametric Portfolio Associates
Washington
$164M +$8.61M +64,275 +6%
Principal Financial Group
45
Principal Financial Group
Iowa
$160M -$4.82M -35,966 -3%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$152M -$7.12M -53,179 -5%
YAM
47
Yacktman Asset Management
Texas
$149M -$2.29M -17,095 -2%
O
48
OrbiMed
New York
$147M +$137M +1,021,600 New
TP
49
Third Point
New York
$144M +$134M +1,000,000 New
EC
50
Eminence Capital
New York
$140M -$1.81M -13,554 -1%
1
2
3 4 5

ELV Hedge Fund Activity: Q4 2016 in Review

783 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2016, worth a combined $33.7B — up 16% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ELV positions and 52 closed out — a net gain of 61 holders — while 242 added to existing stakes and 320 trimmed.

The largest buyer was Boston Partners, adding an estimated $188M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 783 institutional investors held Elevance Health (ELV) as of Q4 2016, up from 734 in Q3 2016.
  • Funds reported $33.7B of Elevance Health stock for Q4 2016, up 16% quarter-over-quarter.
  • 113 funds opened new Elevance Health positions in Q4 2016 and 52 closed out, a net change of +61 holders.
  • The largest Elevance Health buyer in Q4 2016 was Boston Partners, an estimated $188M added.
  • The largest Elevance Health seller in Q4 2016 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2016.