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Elevance Health
ELV

752 hedge funds and large institutions have $36.3B invested in Elevance Health in 2015 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 216 increasing their positions, 324 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 60

26% more funds holding in top 10

Funds holding in top 10: 35 → 44 (+9)

21% more capital invested

Capital invested by funds: $30.1B → $36.3B (+$6.22B)

5% more funds holding

Funds holding: 719 → 752 (+33)

0.27% more ownership

Funds ownership: 87.48% → 87.75% (+0.27%)

33% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 324

76% less call options, than puts

Call options by funds: $119M | Put options by funds: $499M

Holders
752
Holders Change
+33
Holders Change %
+4.59%
% of All Funds
20.04%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.17%
New
99
Increased
216
Reduced
324
Closed
60
Calls
$119M
Puts
$499M
Net Calls
-$381M
Net Calls Change
-$200M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$903M
2
BA
BlackRock Advisors
Delaware
+$290M
3
Boston Partners
Boston Partners
Massachusetts
+$248M
4
GCM
Glenview Capital Management
New York
+$185M
5
BIM
BlackRock Investment Management
Delaware
+$121M

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$195M
2
Citadel Advisors
Citadel Advisors
Florida
-$157M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$126M
4
Morgan Stanley
Morgan Stanley
New York
-$102M
5
VVP
Vulcan Value Partners
Alabama
-$99M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBU
801
CIBC Bank USA
Illinois
– -$205K -1,630 Closed
PAM
802
Princeton Alpha Management
New Jersey
– -$200K -1,592 Closed
HL
803
Harding Loevner
New Jersey
– -$101K -800 Closed
LWM
804
Lenox Wealth Management
Ohio
– -$55K -458 Closed
FAM
805
Fred Alger Management
New York
– -$44K -354 Closed
HFM
806
Hartford Financial Management
Connecticut
– -$35K -280 Closed
HCC
807
Hirtle Callaghan & Co
Pennsylvania
– -$14K -110 Closed
HIM
808
Hutchens Investment Management
New Hampshire
– -$2.83M -101 Closed
MFS
809
McNamara Financial Services
Massachusetts
– -$2.83M -101 Closed
GWS
810
Glassman Wealth Services
Virginia
– -$13K -100 Closed
CPIG
811
Chicago Partners Investment Group
Illinois
– -$12K -95 Closed
VCM
812
Vigilant Capital Management
Maine
– -$6K -45 Closed
29 30 31 32
33

ELV Hedge Fund Activity: Q1 2015 in Review

752 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2015, worth a combined $36.3B — up 21% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ELV positions and 60 closed out — a net gain of 39 holders — while 216 added to existing stakes and 324 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $903M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $195M.

  • 752 institutional investors held Elevance Health (ELV) as of Q1 2015, up from 719 in Q4 2014.
  • Funds reported $36.3B of Elevance Health stock for Q1 2015, up 21% quarter-over-quarter.
  • 99 funds opened new Elevance Health positions in Q1 2015 and 60 closed out, a net change of +39 holders.
  • The largest Elevance Health buyer in Q1 2015 was T. Rowe Price Associates, an estimated $903M added.
  • The largest Elevance Health seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $195M sold.

Based on aggregated 13F filings for Q1 2015.