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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
SCA
551
SAC Capital Advisors
Connecticut
$225K -$8.53M -96,055 -98%
GIS
552
Guardian Investor Services
New York
$222K – – –
WTNA
553
Wilmington Trust National Association
Delaware
$219K -$278K -3,133 -57%
IMOV
554
Investment Management of Virginia
Virginia
$217K +$209K +2,350 New
JIC
555
Joel Isaacson & Co
New York
$214K – – –
BT
556
Bankers Trust
Iowa
$214K +$205K +2,312 New
TC
557
TradeLink Capital
Illinois
$212K – – –
DVM
558
Dreman Value Management
Florida
$212K +$204K +2,297 New
WRM
559
Westport Resources Management
Connecticut
$210K +$9.77K +110 +5%
HIS
560
Horizon Investment Services
Indiana
$208K +$200K +2,246 New
RJT
561
Raymond James Trust
Florida
$207K +$199K +2,238 New
B
562
Baird
Wisconsin
$206K +$198K +2,232 New
PCM
563
Prelude Capital Management
New York
$194K +$187K +2,100 New
TRCT
564
Tower Research Capital (TRC)
New York
$181K -$324K -3,651 -65%
TFA
565
Transamerica Financial Advisors
Florida
$178K +$171K +1,927 New
ITIM
566
Indiana Trust & Investment Management
Indiana
$166K – – –
GLI
567
Guardian Life Insurance
New York
$156K -$173K -1,943 -54%
MCM
568
Manchester Capital Management
Vermont
$151K – – –
PL
569
Parkwood LLC
Ohio
$149K +$143K +1,614 New
ST
570
Spot Trading
Illinois
$140K +$135K +1,520 New
NYLT
571
New York Life Trust
New York
$132K +$444 +5 +0.4%
SAMC
572
Shinko Asset Management Company
Japan
$121K -$8.26K -93 -7%
HF
573
Hoxton Financial
West Virginia
$121K +$116K +1,308 New
WOC
574
West Oak Capital
California
$120K – – –
BC
575
Bartlett & Co
Ohio
$116K -$1.16K -13 -1%
21 22
23
24 25

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.