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Elevance Health
ELV

719 hedge funds and large institutions have $30.1B invested in Elevance Health in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 303 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87.48% more ownership

Funds ownership: 0% → 87.48% (+87%)

29% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 75

2% more funds holding

Funds holding: 706 → 719 (+13)

0% more funds holding in top 10

Funds holding in top 10: 35 → 35 (0)

1% less capital invested

Capital invested by funds: $30.4B → $30.1B (-$344M)

28% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 303

52% less call options, than puts

Call options by funds: $167M | Put options by funds: $347M

Holders
719
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.17%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
97
Increased
219
Reduced
303
Closed
75
Calls
$167M
Puts
$347M
Net Calls
-$180M
Net Calls Change
-$291M

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$120M
2
JHIU
Janus Henderson Investors US
Colorado
+$72.3M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$69.9M
4
Millennium Management
Millennium Management
New York
+$61.3M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$53.8M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$318M
2
FPA
First Pacific Advisors
California
-$191M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$117M
4
Invesco
Invesco
Georgia
-$113M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$96.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
QI
726
Qualcomm Inc
California
– -$15.8M -132,100 Closed
MCM
727
Moore Capital Management
New York
– -$14.9M -124,400 Closed
National Pension Service
728
National Pension Service
South Korea
– -$13.8M -115,234 Closed
CIA
729
CSat Investment Advisory
Michigan
– -$13.1M -109,182 Closed
PP
730
Prospector Partners
Connecticut
– -$12M -100,500 Closed
HCMT
731
Highland Capital Management (Texas)
Texas
– -$11.4M -94,988 Closed
Comerica Bank
732
Comerica Bank
Texas
– -$10.7M -89,609 Closed
SAM
733
Shell Asset Management
Netherlands
– -$10.3M -86,410 Closed
LOAMU
734
Lombard Odier Asset Management (USA)
New York
– -$9.56M -79,948 Closed
WC
735
Wexford Capital
Florida
– -$9.33M -78,020 Closed
FP
736
Foundry Partners
Minnesota
– -$8.74M -73,094 Closed
TT
737
Tiedemann Trust
Delaware
– -$8.73M -72,738 Closed
PAAMCP
738
Pacific Alternative Asset Management Company (PAAMCO)
California
– -$8.26M -69,054 Closed
Royal London Asset Management
739
Royal London Asset Management
United Kingdom
– -$8.02M -66,169 Closed
AAF
740
Andra AP-fonden
Sweden
– -$6.05M -50,600 Closed
ST
741
Spot Trading
Illinois
– -$6.04M -50,481 Closed
HHC
742
Hutchin Hill Capital
New York
– -$5.37M -44,900 Closed
NPIT
743
National Penn Investors Trust
Pennsylvania
– -$5.19M -43,413 Closed
GACM
744
Green Arrow Capital Management
New York
– -$3.59M -30,000 Closed
PAMG
745
Patton Albertson Miller Group
Tennessee
– -$3.6M -29,767 Closed
NIS
746
National Investment Services
Wisconsin
– -$3.25M -27,157 Closed
SCM
747
Snow Capital Management
Pennsylvania
– -$3.24M -27,086 Closed
BKBG
748
BHF Kleinwort Benson Group
Belgium
– -$2.48M -25,900 Closed
PI
749
Placemark Investments
Illinois
– -$2.71M -22,665 Closed
TH
750
Timber Hill
Connecticut
– -$2.72M -22,027 Closed
28 29
30
31 32

ELV Hedge Fund Activity: Q4 2014 in Review

719 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2014, worth a combined $30.1B — down 1.1% from $30.4B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ELV positions and 75 closed out — a net gain of 22 holders — while 219 added to existing stakes and 303 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $120M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $318M.

  • 719 institutional investors held Elevance Health (ELV) as of Q4 2014, up from 706 in Q3 2014.
  • Funds reported $30.1B of Elevance Health stock for Q4 2014, down 1.1% quarter-over-quarter.
  • 97 funds opened new Elevance Health positions in Q4 2014 and 75 closed out, a net change of +22 holders.
  • The largest Elevance Health buyer in Q4 2014 was AllianceBernstein, an estimated $120M added.
  • The largest Elevance Health seller in Q4 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2014.