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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
IGIM
526
I.G. Investment Management
Manitoba, Canada
$305K -$116K -1,300 -28%
RCM
527
Reynolds Capital Management
Nevada
$305K +$44.4K +500 +18%
DIA
528
Dana Investment Advisors
Wisconsin
$303K – – –
Mackenzie Financial
529
Mackenzie Financial
Ontario, Canada
$298K +$287K +3,227 New
LIM
530
Leavell Investment Management
Alabama
$296K – – –
HHGA
531
Halbert Hargrove Global Advisors
California
$296K +$284K +3,200 New
HR
532
Howe & Rusling
New York
$285K -$22.7K -255 -8%
BPC
533
Banque Pictet & Cie
Switzerland
$282K +$271K +3,050 New
SYBT
534
Stock Yards Bank & Trust
Kentucky
$281K – – –
Dodge & Cox
535
Dodge & Cox
California
$277K – – –
RIM
536
Regent Investment Management
Kentucky
$277K – – –
WB
537
WesBanco Bank
West Virginia
$275K +$21.5K +242 +9%
CAN
538
Cetera Advisor Networks
California
$267K -$15.7K -177 -6%
Verition Fund Management
539
Verition Fund Management
Connecticut
$252K -$526K -5,924 -68%
GAM
540
Gotham Asset Management
New York
$251K -$10.2K -115 -4%
ZDA
541
Zweig-DiMenna Associates
New York
$249K -$35.5K -400 -13%
USGIU
542
U.S. Global Investors (USGI)
Texas
$249K – – –
UGIF
543
US Global Investors Funds
Maine
$249K +$240K +2,700 New
FMLI
544
Fukoku Mutual Life Insurance
Japan
$240K – – –
MCM
545
MAI Capital Management
Ohio
$237K – – –
Jane Street
546
Jane Street
New York
$236K -$1.89M -21,260 -89%
AW
547
Alpha Windward
Massachusetts
$236K -$1.96K -22 -0.9%
EA
548
Emerald Advisers
Pennsylvania
$234K – – –
MWR
549
McAdams Wright Ragen
Washington
$232K – – –
BGAM
550
Boussard & Gavaudan Asset Management
United Kingdom
$229K +$220K +2,476 New
20 21
22
23 24

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.