Elevance Health
ELV
1,030 hedge funds and large institutions have $64.3B invested in Elevance Health in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 401 increasing their positions, 378 reducing their positions, and 129 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 401 | Existing positions reduced: 378
5% more call options, than puts
Call options by funds: $595M | Put options by funds: $568M
0.56% more ownership
Funds ownership: 88.33% → 88.9% (+0.56%)
1% less capital invested
Capital invested by funds: $65B → $64.3B (-$732M)
4% less funds holding
Funds holding: 1,074 → 1,030 (-44)
20% less funds holding in top 10
Funds holding in top 10: 45 → 36 (-9)
24% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 129
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCI Fund Management
London,
United Kingdom
|
+$823M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$620M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$602M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$525M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$410M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$636M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$272M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$252M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$230M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$208M |
ELV Hedge Fund Activity: Q2 2019 in Review
1,030 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2019, worth a combined $64.3B — down 1.1% from $65B a quarter earlier.
Sellers outnumbered buyers: 129 funds closed out of ELV and 98 opened new positions — a net loss of 31 holders — while 378 trimmed existing stakes and 401 added.
The largest buyer was TCI Fund Management, opening a new position worth an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $636M.
- 1,030 institutional investors held Elevance Health (ELV) as of Q2 2019, down from 1,074 in Q1 2019.
- Funds reported $64.3B of Elevance Health stock for Q2 2019, down 1.1% quarter-over-quarter.
- 98 funds opened new Elevance Health positions in Q2 2019 and 129 closed out, a net change of -31 holders.
- The largest Elevance Health buyer in Q2 2019 was TCI Fund Management, an estimated $823M added.
- The largest Elevance Health seller in Q2 2019 was T. Rowe Price Associates, an estimated $636M sold.
Based on aggregated 13F filings for Q2 2019.