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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
MHS
751
M Holdings Securities
Oregon
– -$12K -16,500 Closed
MF
752
Magnetar Financial
Illinois
– -$1.44M -12,048 Closed
ACM
753
Atika Capital Management
New York
– -$1.44M -12,000 Closed
BVDMP
754
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$1.44M -12,000 Closed
LBG
755
Lloyds Banking Group
United Kingdom
– -$1.41M -11,750 Closed
CC
756
Cipher Capital
New York
– -$1.32M -11,047 Closed
CC
757
Cognios Capital
Kansas
– -$1.24M -10,387 Closed
TCT
758
TIAA CREF Trust
Missouri
– -$1.22M -10,220 Closed
MCM
759
Matarin Capital Management
New York
– -$1.12M -9,334 Closed
SFP
760
Santa Fe Partners
New Mexico
– -$1.06M -8,843 Closed
SI
761
Stephens Inc
Arkansas
– -$984K -8,227 Closed
EAM
762
EULAV Asset Management
Florida
– -$837K -7,000 Closed
Verition Fund Management
763
Verition Fund Management
Connecticut
– -$828K -6,922 Closed
AI
764
Atria Investments
North Carolina
– -$804K -6,723 Closed
Cambridge Investment Research Advisors
765
Cambridge Investment Research Advisors
Iowa
– -$774K -6,471 Closed
SC
766
Scotia Capital
Ontario, Canada
– -$681K -5,701 Closed
CLOS
767
Compagnie Lombard Odier SCmA
Switzerland
– -$660K -5,514 Closed
BGDI
768
BW Gestao de Investimentos
Brazil
– -$602K -5,031 Closed
Bank of Nova Scotia
769
Bank of Nova Scotia
Ontario, Canada
– -$561K -4,691 Closed
JIC
770
Johnson Investment Counsel
Ohio
– -$443K -3,704 Closed
SC
771
Savant Capital
Illinois
– -$432K -3,612 Closed
LCM
772
Landscape Capital Management
New Jersey
– -$383K -3,200 Closed
TA
773
Tiedemann Advisors
New York
– -$368K -3,071 Closed
DVM
774
Dreman Value Management
Florida
– -$336K -2,808 Closed
TU
775
TDAM USA
Ontario, Canada
– -$314K -2,625 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.