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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
CI
476
Constellation Investments
Ohio
$499K +$26.7K +300 +6%
WTIM
477
Wilmington Trust Investment Management
Delaware
$498K – – –
SF
478
Synovus Financial
Georgia
$493K -$27.5K -310 -5%
Cambridge Investment Research Advisors
479
Cambridge Investment Research Advisors
Iowa
$485K +$65.3K +735 +16%
BGDI
480
BW Gestao de Investimentos
Brazil
$475K +$457K +5,141 New
BMCMI
481
Bryn Mawr Capital Management Inc
Pennsylvania
$472K -$1.79M -20,178 -80%
1SB
482
1ST Source Bank
Indiana
$472K -$165K -1,855 -27%
GLRA
483
Gerald L. Ray & Associates
Texas
$466K -$8.88K -100 -2%
IPRC
484
Indices-Pac Research Corporation
New Jersey
$462K -$152K -1,711 -26%
IFS
485
Ifrah Financial Services
Arkansas
$460K +$442K +4,978 New
LAM
486
Lingohr Asset Management
Germany
$455K -$2.58M -29,075 -86%
MYAM
487
Meiji Yasuda Asset Management
Japan
$455K -$259K -2,910 -37%
SSG
488
Summit Securities Group
New York
$453K +$435K +4,900 New
BF
489
BOK Financial
Oklahoma
$451K +$23.5K +265 +6%
PHAM
490
Palisades Hudson Asset Management
Florida
$448K – – –
HMS
491
Hanseatic Management Services
New Mexico
$442K -$31.1K -350 -7%
PL
492
Perpetual Ltd
Australia
$440K -$395K -4,449 -48%
WCM
493
Weik Capital Management
Pennsylvania
$434K – – –
BHWM
494
Bar Harbor Wealth Management
New Hampshire
$424K -$2.22K -25 -0.5%
LNWWM
495
Laird Norton Wetherby Wealth Management
California
$419K -$25.8K -290 -6%
Fuller & Thaler Asset Management
496
Fuller & Thaler Asset Management
California
$416K +$195K +2,200 +96%
LCM
497
Laurion Capital Management
New York
$408K +$78.5K +884 +25%
LC
498
Loews Corp
New York
$407K – – –
Creative Planning
499
Creative Planning
Kansas
$401K +$36.5K +411 +10%
TU
500
TDAM USA
Ontario, Canada
$400K +$385K +4,328 New
18 19
20
21 22

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.