Elevance Health
1,074 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 353 increasing their positions, 428 reducing their positions, and 64 closing their positions.
134% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 64
19% more call options, than puts
Call options by funds: $395M | Put options by funds: $332M
9% more capital invested
Capital invested by funds: $59.9B → $65B (+$5.12B)
8% more funds holding
Funds holding: 997 → 1,074 (+77)
0.22% less ownership
Funds ownership: 88.55% → 88.33% (-0.22%)
10% less funds holding in top 10
Funds holding in top 10: 50 → 45 (-5)
18% less repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 428
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$619M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$427M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$317M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$161M |
| 5 |
Goldman Sachs
New York
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$409M |
| 2 |
LAM
Lyrical Asset Management
New York
|
-$400M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$262M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$246M |
| 5 |
First Eagle Investment Management
New York
|
-$180M |
ELV Hedge Fund Activity: Q1 2019 in Review
1,074 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2019, worth a combined $65B — up 8.6% from $59.9B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new ELV positions and 64 closed out — a net gain of 86 holders — while 353 added to existing stakes and 428 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $619M. The largest seller was BlackRock, cutting an estimated $409M.
- 1,074 institutional investors held Elevance Health (ELV) as of Q1 2019, up from 997 in Q4 2018.
- Funds reported $65B of Elevance Health stock for Q1 2019, up 8.6% quarter-over-quarter.
- 150 funds opened new Elevance Health positions in Q1 2019 and 64 closed out, a net change of +86 holders.
- The largest Elevance Health buyer in Q1 2019 was Wellington Management Group, an estimated $619M added.
- The largest Elevance Health seller in Q1 2019 was BlackRock, an estimated $409M sold.
Based on aggregated 13F filings for Q1 2019.