Elevance Health
1,440 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 526 increasing their positions, 516 reducing their positions, and 94 closing their positions.
45% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 94
3% more funds holding in top 10
Funds holding in top 10: 66 → 68 (+2)
1% more funds holding
Funds holding: 1,419 → 1,440 (+21)
2% more repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 516
1% more call options, than puts
Call options by funds: $572M | Put options by funds: $566M
0.9% less ownership
Funds ownership: 89.49% → 88.59% (-0.9%)
2% less capital invested
Capital invested by funds: $105B → $103B (-$2.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$655M |
| 2 |
Morgan Stanley
New York
|
+$485M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$387M |
| 4 |
JP Morgan Chase
New York
|
+$357M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$346M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$514M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$404M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$368M |
| 4 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$330M |
| 5 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
-$268M |
ELV Hedge Fund Activity: Q2 2022 in Review
1,440 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2022, worth a combined $103B — down 2.3% from $105B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new ELV positions and 94 closed out — a net gain of 42 holders — while 526 added to existing stakes and 516 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $655M. The largest seller was Eagle Capital Management (New York), cutting an estimated $514M.
- 1,440 institutional investors held Elevance Health (ELV) as of Q2 2022, up from 1,419 in Q1 2022.
- Funds reported $103B of Elevance Health stock for Q2 2022, down 2.3% quarter-over-quarter.
- 136 funds opened new Elevance Health positions in Q2 2022 and 94 closed out, a net change of +42 holders.
- The largest Elevance Health buyer in Q2 2022 was Viking Global Investors, an estimated $655M added.
- The largest Elevance Health seller in Q2 2022 was Eagle Capital Management (New York), an estimated $514M sold.
Based on aggregated 13F filings for Q2 2022.