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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
CFS
501
Community Financial System
New York
$399K -$20K -225 -5%
SFU
502
Stonehage Fleming (UK)
United Kingdom
$399K +$384K +4,320 New
BFA
503
Bragg Financial Advisors
North Carolina
$397K +$382K +4,300 New
UCFA
504
United Capital Financial Advisors
Texas
$395K – – –
CWM
505
Concert Wealth Management
California
$389K +$129K +1,449 +52%
CTC
506
Central Trust Company
Missouri
$387K – – –
JMPWA
507
JP Morgan Private Wealth Advisors
California
$381K +$25.6K +288 +8%
FLAM
508
First Light Asset Management
Minnesota
$378K +$364K +4,095 New
P
509
Pitcairn
Pennsylvania
$372K -$5.15K -58 -1%
FNBT
510
FineMark National Bank & Trust
Florida
$369K +$2.04K +23 +0.6%
Twin Tree Management
511
Twin Tree Management
Texas
$369K +$355K +3,992 New
Bank of Nova Scotia
512
Bank of Nova Scotia
Ontario, Canada
$368K +$25.7K +289 +8%
JIC
513
Johnson Investment Counsel
Ohio
$360K -$9.69K -109 -3%
SGAM
514
Steinberg Global Asset Management
Florida
$359K +$6.22K +70 +2%
GCP
515
GSA Capital Partners
United Kingdom
$357K -$2.64M -29,667 -88%
VRS
516
Virginia Retirement Systems
Virginia
$351K +$79.3K +893 +31%
FFC
517
First Financial Corp
Indiana
$347K -$26.3K -296 -7%
WAM
518
Wolverine Asset Management
Illinois
$341K +$320K +3,600 +3,871%
T
519
TradeWorx
New Jersey
$339K +$326K +3,672 New
MMG
520
Monetary Management Group
Missouri
$337K +$11.1K +125 +4%
SC
521
Savant Capital
Illinois
$333K +$27.5K +309 +9%
LIA
522
LS Investment Advisors
Michigan
$333K +$90.5K +1,019 +39%
MFS
523
MSI Financial Services
Massachusetts
$321K +$38K +428 +14%
FBNAT
524
FirstMerit Bank N.A. Trustee
Ohio
$320K -$95.7K -1,077 -24%
SMC
525
Smith, Moore & Co
Missouri
$307K +$295K +3,320 New
19 20
21
22 23

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.