Elevance Health
780 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 243 increasing their positions, 315 reducing their positions, and 48 closing their positions.
77% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 48
4% more funds holding
Funds holding: 752 → 780 (+28)
3% more capital invested
Capital invested by funds: $36.3B → $37.3B (+$1.02B)
1.18% less ownership
Funds ownership: 87.75% → 86.57% (-1.2%)
14% less funds holding in top 10
Funds holding in top 10: 44 → 38 (-6)
23% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 315
84% less call options, than puts
Call options by funds: $173M | Put options by funds: $1.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$656M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$305M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
+$101M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$86.9M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$82.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$247M |
| 2 |
First Eagle Investment Management
New York
|
-$207M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$167M |
| 4 |
SM
Seminole Management
New York
|
-$152M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$133M |
ELV Hedge Fund Activity: Q2 2015 in Review
780 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2015, worth a combined $37.3B — up 2.8% from $36.3B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new ELV positions and 48 closed out — a net gain of 37 holders — while 243 added to existing stakes and 315 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $656M. The largest seller was Yacktman Asset Management, cutting an estimated $247M.
- 780 institutional investors held Elevance Health (ELV) as of Q2 2015, up from 752 in Q1 2015.
- Funds reported $37.3B of Elevance Health stock for Q2 2015, up 2.8% quarter-over-quarter.
- 85 funds opened new Elevance Health positions in Q2 2015 and 48 closed out, a net change of +37 holders.
- The largest Elevance Health buyer in Q2 2015 was T. Rowe Price Associates, an estimated $656M added.
- The largest Elevance Health seller in Q2 2015 was Yacktman Asset Management, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2015.