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Elevance Health
ELV

909 hedge funds and large institutions have $50.8B invested in Elevance Health in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 268 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 65

18% more funds holding in top 10

Funds holding in top 10: 28 → 33 (+5)

18% more capital invested

Capital invested by funds: $43.1B → $50.8B (+$7.62B)

8% more funds holding

Funds holding: 844 → 909 (+65)

1.46% more ownership

Funds ownership: 86.54% → 88% (+1.5%)

25% less repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 359

58% less call options, than puts

Call options by funds: $146M | Put options by funds: $349M

Holders
909
Holders Change
+65
Holders Change %
+7.7%
% of All Funds
20.62%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.75%
New
138
Increased
268
Reduced
359
Closed
65
Calls
$146M
Puts
$349M
Net Calls
-$203M
Net Calls Change
-$40.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$515M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$354M
3
JP Morgan Chase
JP Morgan Chase
New York
+$193M
4
Goldman Sachs
Goldman Sachs
New York
+$193M
5
Bank of America
Bank of America
North Carolina
+$184M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$225M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$197M
3
TP
Third Point
New York
-$186M
4
BlackRock
BlackRock
New York
-$167M
5
GCM
Glenview Capital Management
New York
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIMU
926
Orbis Investment Management (US)
California
– -$6.35M -33,455 Closed
SGDR
927
SPX Gestao de Recursos
Brazil
– -$4.51M -23,777 Closed
SEC
928
Seven Eight Capital
New York
– -$4.22M -22,228 Closed
PVH
929
Psagot Value Holdings
Israel
– -$3.98M -20,969 Closed
SCM
930
Stevens Capital Management
Pennsylvania
– -$3.7M -19,501 Closed
UFF
931
USA Financial Formulas
Michigan
– -$3.52M -18,541 Closed
HS
932
HighVista Strategies
Massachusetts
– -$3.51M -18,500 Closed
BVDMP
933
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$2.62M -13,788 Closed
PWPCM
934
Perella Weinberg Partners Capital Management
New York
– -$2.53K -13,302 Closed
ARTA
935
A.R.T. Advisors
New York
– -$2.35M -12,400 Closed
CA
936
Cornerstone Advisors
North Carolina
– -$2.09M -11,000 Closed
NLI
937
Nippon Life Insurance
Japan
– -$2.08M -10,929 Closed
QC
938
Quadrature Capital
United Kingdom
– -$1.98M -10,419 Closed
CC
939
Cognios Capital
Kansas
– -$1.74M -9,154 Closed
PG
940
PEAK6 Group
Illinois
– -$1.93M -9,074 Closed
DWA
941
Dorsey Wright & Associates
California
– -$1.69M -8,884 Closed
BGC
942
Blue Granite Capital
South Carolina
– -$1.52M -8,022 Closed
NIMC
943
NWQ Investment Management Company
California
– -$1.22M -6,400 Closed
BA
944
Bridgewater Associates
Connecticut
– -$1.18M -6,199 Closed
NIMI
945
Natixis Investment Managers International
France
– -$878K -4,625 Closed
CCB
946
Cutter & Co Brokerage
Missouri
– -$805K -4,240 Closed
AIM
947
Alambic Investment Management
California
– -$731K -3,850 Closed
SLG
948
Stanley-Laman Group
Pennsylvania
– -$707K -3,726 Closed
RIM
949
Rampart Investment Management
Connecticut
– -$688K -3,624 Closed
CANY
950
Caxton Associates (New York)
New York
– -$589K -3,100 Closed
35 36 37
38
39

ELV Hedge Fund Activity: Q4 2017 in Review

909 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2017, worth a combined $50.8B — up 18% from $43.1B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new ELV positions and 65 closed out — a net gain of 73 holders — while 268 added to existing stakes and 359 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $515M. The largest seller was EdgePoint Investment Group, cutting an estimated $225M.

  • 909 institutional investors held Elevance Health (ELV) as of Q4 2017, up from 844 in Q3 2017.
  • Funds reported $50.8B of Elevance Health stock for Q4 2017, up 18% quarter-over-quarter.
  • 138 funds opened new Elevance Health positions in Q4 2017 and 65 closed out, a net change of +73 holders.
  • The largest Elevance Health buyer in Q4 2017 was T. Rowe Price Associates, an estimated $515M added.
  • The largest Elevance Health seller in Q4 2017 was EdgePoint Investment Group, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2017.