Elevance Health
1,014 hedge funds and large institutions have $54.3B invested in Elevance Health in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 386 reducing their positions, and 111 closing their positions.
0.43% less ownership
Funds ownership: 88.9% → 88.46% (-0.43%)
6% less repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 386
2% less funds holding
Funds holding: 1,030 → 1,014 (-16)
12% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 111
16% less capital invested
Capital invested by funds: $64.3B → $54.3B (-$10B)
21% less call options, than puts
Call options by funds: $421M | Put options by funds: $532M
42% less funds holding in top 10
Funds holding in top 10: 36 → 21 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$530M |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$293M |
| 3 |
BWA
Brave Warrior Advisors
New York
|
+$175M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$169M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$162M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.39B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$453M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$363M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$241M |
| 5 |
JP Morgan Chase
New York
|
-$166M |
ELV Hedge Fund Activity: Q3 2019 in Review
1,014 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2019, worth a combined $54.3B — down 16% from $64.3B a quarter earlier.
Sellers outnumbered buyers: 111 funds closed out of ELV and 98 opened new positions — a net loss of 13 holders — while 386 trimmed existing stakes and 364 added.
The largest buyer was Capital International Investors, adding an estimated $530M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.39B.
- 1,014 institutional investors held Elevance Health (ELV) as of Q3 2019, down from 1,030 in Q2 2019.
- Funds reported $54.3B of Elevance Health stock for Q3 2019, down 16% quarter-over-quarter.
- 98 funds opened new Elevance Health positions in Q3 2019 and 111 closed out, a net change of -13 holders.
- The largest Elevance Health buyer in Q3 2019 was Capital International Investors, an estimated $530M added.
- The largest Elevance Health seller in Q3 2019 was T. Rowe Price Associates, an estimated $1.39B sold.
Based on aggregated 13F filings for Q3 2019.