Elevance Health
719 hedge funds and large institutions have $30.1B invested in Elevance Health in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 303 reducing their positions, and 75 closing their positions.
87.48% more ownership
Funds ownership: 0% → 87.48% (+87%)
29% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 75
2% more funds holding
Funds holding: 706 → 719 (+13)
0% more funds holding in top 10
Funds holding in top 10: 35 → 35 (0)
1% less capital invested
Capital invested by funds: $30.4B → $30.1B (-$344M)
28% less repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 303
52% less call options, than puts
Call options by funds: $167M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$120M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$72.3M |
| 3 |
D.E. Shaw & Co
New York
|
+$69.9M |
| 4 |
Millennium Management
New York
|
+$61.3M |
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$318M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$191M |
| 3 |
First Eagle Investment Management
New York
|
-$117M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$113M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$96.4M |
ELV Hedge Fund Activity: Q4 2014 in Review
719 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2014, worth a combined $30.1B — down 1.1% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ELV positions and 75 closed out — a net gain of 22 holders — while 219 added to existing stakes and 303 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $120M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $318M.
- 719 institutional investors held Elevance Health (ELV) as of Q4 2014, up from 706 in Q3 2014.
- Funds reported $30.1B of Elevance Health stock for Q4 2014, down 1.1% quarter-over-quarter.
- 97 funds opened new Elevance Health positions in Q4 2014 and 75 closed out, a net change of +22 holders.
- The largest Elevance Health buyer in Q4 2014 was AllianceBernstein, an estimated $120M added.
- The largest Elevance Health seller in Q4 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $318M sold.
Based on aggregated 13F filings for Q4 2014.