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Elevance Health
ELV

639 hedge funds and large institutions have $23.9B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 45

10% more capital invested

Capital invested by funds: $21.8B → $23.9B (+$2.12B)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

4% more funds holding

Funds holding: 613 → 639 (+26)

5% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 242

25% less call options, than puts

Call options by funds: $242M | Put options by funds: $323M

Holders
639
Holders Change
+26
Holders Change %
+4.24%
% of All Funds
18.55%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
74
Increased
230
Reduced
242
Closed
45
Calls
$242M
Puts
$323M
Net Calls
-$80.5M
Net Calls Change
-$156M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$191M
2
Ameriprise
Ameriprise
Minnesota
+$116M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$115M
4
JHIU
Janus Henderson Investors US
Colorado
+$87M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$83.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$485M
2
Capital World Investors
Capital World Investors
California
-$178M
3
Invesco
Invesco
Georgia
-$125M
4
OH
Orbis Holdings
Bermuda
-$99.6M
5
Franklin Resources
Franklin Resources
California
-$69.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
201
Boston Advisors
Massachusetts
$10.7M +$50.4K +567 +0.5%
DCM
202
Dupont Capital Management
Delaware
$10.5M -$281K -3,162 -3%
AAF
203
Andra AP-fonden
Sweden
$10.5M +$880K +9,900 +10%
Public Sector Pension Investment Board (PSP Investments)
204
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.1M +$906K +10,200 +10%
CIA
205
CSat Investment Advisory
Michigan
$10M +$9.62M +108,234 New
MG
206
Markel Group
Virginia
$9.79M +$2.49M +28,000 +36%
RCAMU
207
Rothschild & Co Asset Management US
Connecticut
$9.71M -$72K -810 -0.8%
N
208
Nuveen
North Carolina
$9.64M +$2.17M +24,471 +31%
TSU
209
TD Securities (USA)
New York
$9.63M +$166K +1,867 +2%
PCM
210
PAR Capital Management
Massachusetts
$9.43M -$57.8M -650,000 -86%
Schroder Investment Management Group
211
Schroder Investment Management Group
United Kingdom
$9.33M -$7.27M -81,847 -45%
DSA
212
Davis Selected Advisers
Arizona
$9.27M +$8.22M +92,461 +1,173%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$9.2M -$234K -2,639 -3%
AIMCA
214
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.12M +$8.77M +98,700 New
NTCOC
215
Northern Trust Company of Connecticut
Connecticut
$9.11M +$192K +2,159 +2%
MC
216
MSF Capital
New York
$8.93M -$2.41M -27,084 -22%
PI
217
PineBridge Investments
New York
$8.93M +$8.54M +96,162 +20,905%
VWM
218
Valley Wealth Managers
New Jersey
$8.92M -$439K -4,944 -5%
SONJCPFA
219
State of New Jersey Common Pension Fund A
New Jersey
$8.78M -$11.6M -130,000 -58%
DCM
220
Decatur Capital Management
Georgia
$8.63M +$1.91M +21,550 +30%
Parallax Volatility Advisers
221
Parallax Volatility Advisers
California
$8.38M +$5.02M +56,511 +165%
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$8.28M +$479K +5,392 +6%
AG
223
Aperio Group
California
$8.23M -$7.53M -84,721 Closed
AP
224
Archon Partners
New Jersey
$7.84M +$7.54M +84,820 New
ASRS
225
Arizona State Retirement System
Arizona
$7.8M -$329K -3,700 -4%
7 8
9
10 11

ELV Hedge Fund Activity: Q4 2013 in Review

639 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2013, worth a combined $23.9B — up 9.7% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new ELV positions and 45 closed out — a net gain of 29 holders — while 230 added to existing stakes and 242 trimmed.

The largest buyer was Credit Suisse, adding an estimated $191M. The largest seller was AllianceBernstein, cutting an estimated $485M.

  • 639 institutional investors held Elevance Health (ELV) as of Q4 2013, up from 613 in Q3 2013.
  • Funds reported $23.9B of Elevance Health stock for Q4 2013, up 9.7% quarter-over-quarter.
  • 74 funds opened new Elevance Health positions in Q4 2013 and 45 closed out, a net change of +29 holders.
  • The largest Elevance Health buyer in Q4 2013 was Credit Suisse, an estimated $191M added.
  • The largest Elevance Health seller in Q4 2013 was AllianceBernstein, an estimated $485M sold.

Based on aggregated 13F filings for Q4 2013.