Elevance Health
ELV
613 hedge funds and large institutions have $21.8B invested in Elevance Health in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 225 increasing their positions, 221 reducing their positions, and 40 closing their positions.
68% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 40
28% more call options, than puts
Call options by funds: $346M | Put options by funds: $270M
4% more funds holding
Funds holding: 592 → 613 (+21)
2% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 221
1% less capital invested
Capital invested by funds: $22B → $21.8B (-$234M)
24% less funds holding in top 10
Funds holding in top 10: 29 → 22 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$214M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$193M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$72.1M |
| 4 |
JP Morgan Chase
New York
|
+$70.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$720M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$272M |
| 3 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$248M |
| 4 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
-$150M |
| 5 |
First Eagle Investment Management
New York
|
-$87.6M |
ELV Hedge Fund Activity: Q3 2013 in Review
613 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2013, worth a combined $21.8B — down 1.1% from $22B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ELV positions and 40 closed out — a net gain of 27 holders — while 225 added to existing stakes and 221 trimmed.
The largest buyer was AJO LP, adding an estimated $214M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $720M.
- 613 institutional investors held Elevance Health (ELV) as of Q3 2013, up from 592 in Q2 2013.
- Funds reported $21.8B of Elevance Health stock for Q3 2013, down 1.1% quarter-over-quarter.
- 67 funds opened new Elevance Health positions in Q3 2013 and 40 closed out, a net change of +27 holders.
- The largest Elevance Health buyer in Q3 2013 was AJO LP, an estimated $214M added.
- The largest Elevance Health seller in Q3 2013 was BNP Paribas Financial Markets, an estimated $720M sold.
Based on aggregated 13F filings for Q3 2013.