Elevance Health
1,548 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 539 increasing their positions, 561 reducing their positions, and 86 closing their positions.
150% more first-time investments, than exits
New positions opened: 215 | Existing positions closed: 86
12% more capital invested
Capital invested by funds: $96.9B → $108B (+$11.3B)
7% more funds holding
Funds holding: 1,445 → 1,548 (+103)
6% more funds holding in top 10
Funds holding in top 10: 63 → 67 (+4)
0.08% more ownership
Funds ownership: 89.11% → 89.19% (+0.08%)
4% less repeat investments, than reductions
Existing positions increased: 539 | Existing positions reduced: 561
14% less call options, than puts
Call options by funds: $573M | Put options by funds: $667M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.01B |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$493M |
| 3 |
Amundi
Paris,
France
|
+$266M |
| 4 |
BlackRock
New York
|
+$257M |
| 5 |
Morgan Stanley
New York
|
+$236M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$603M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$459M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$283M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$236M |
| 5 |
Eagle Capital Management (New York)
New York
|
-$220M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMI
1626
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| – | -$8K | -17 | Closed |
|
1627
Capstone Investment Advisors
New York
| – | -$6.6K | -13 | Closed |
|
|
PP
1628
Pacifica Partners
Surrey,
Canada
| – | -$6K | -13 | Closed |
|
|
PAI
1629
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$6K | -13 | Closed |
|
|
ACK
1630
Andrew C. Karlinski
| – | -$5K | -10 | Closed |
|
|
AS
1631
Altshuler Shaham
Tel Aviv,
Israel
| – | -$4K | -9 | Closed |
|
|
LTI
1632
Laffer Tengler Investments
Nashville,
Tennessee
| – | -$2.31K | -5 | Closed |
|
|
PPWM
1633
PFG Private Wealth Management
Lutz,
Florida
| – | -$2K | -5 | Closed |
|
ELV Hedge Fund Activity: Q4 2022 in Review
1,548 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2022, worth a combined $108B — up 12% from $96.9B a quarter earlier.
Buyers outnumbered sellers: 215 funds opened new ELV positions and 86 closed out — a net gain of 129 holders — while 539 added to existing stakes and 561 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Capital International Investors, cutting an estimated $603M.
- 1,548 institutional investors held Elevance Health (ELV) as of Q4 2022, up from 1,445 in Q3 2022.
- Funds reported $108B of Elevance Health stock for Q4 2022, up 12% quarter-over-quarter.
- 215 funds opened new Elevance Health positions in Q4 2022 and 86 closed out, a net change of +129 holders.
- The largest Elevance Health buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.01B added.
- The largest Elevance Health seller in Q4 2022 was Capital International Investors, an estimated $603M sold.
Based on aggregated 13F filings for Q4 2022.