Elevance Health
ELV
1,214 hedge funds and large institutions have $80.1B invested in Elevance Health in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 457 increasing their positions, 420 reducing their positions, and 92 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 420
8% more call options, than puts
Call options by funds: $621M | Put options by funds: $577M
0.1% less ownership
Funds ownership: 88.58% → 88.49% (-0.1%)
3% less capital invested
Capital invested by funds: $82.4B → $80.1B (-$2.27B)
7% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 92
2% less funds holding
Funds holding: 1,234 → 1,214 (-20)
9% less funds holding in top 10
Funds holding in top 10: 35 → 32 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$387M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$255M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$253M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$224M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$219M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$903M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$552M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$232M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$215M |
| 5 |
TPI
Tesco Pension Investment
London,
United Kingdom
|
-$176M |
ELV Hedge Fund Activity: Q3 2021 in Review
1,214 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2021, worth a combined $80.1B — down 2.8% from $82.4B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of ELV and 86 opened new positions — a net loss of 6 holders — while 420 trimmed existing stakes and 457 added.
The largest buyer was Altshuler Shaham, opening a new position worth an estimated $387M. The largest seller was T. Rowe Price Associates, cutting an estimated $903M.
- 1,214 institutional investors held Elevance Health (ELV) as of Q3 2021, down from 1,234 in Q2 2021.
- Funds reported $80.1B of Elevance Health stock for Q3 2021, down 2.8% quarter-over-quarter.
- 86 funds opened new Elevance Health positions in Q3 2021 and 92 closed out, a net change of -6 holders.
- The largest Elevance Health buyer in Q3 2021 was Altshuler Shaham, an estimated $387M added.
- The largest Elevance Health seller in Q3 2021 was T. Rowe Price Associates, an estimated $903M sold.
Based on aggregated 13F filings for Q3 2021.