Elevance Health
640 hedge funds and large institutions have $23.6B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.
67% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 45
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
4% more funds holding
Funds holding: 613 → 640 (+27)
5% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 242
1.2% less ownership
Funds ownership: 87.77% → 86.57% (-1.2%)
24% less capital inflows, than outflows
Capital inflows: $1.88B | Capital outflows: $2.46B
25% less call options, than puts
Call options by funds: $242M | Put options by funds: $323M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Suisse
Zurich,
Switzerland
|
+$191M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$116M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$115M |
| 4 |
Janus Henderson Investors US
Denver,
Colorado
|
+$87M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$83.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$485M |
| 2 |
OppenheimerFunds
New York
|
-$403M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$178M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$125M |
| 5 |
Orbis Holdings
Hamilton,
Bermuda
|
-$99.6M |
ELV Hedge Fund Activity: Q4 2013 in Review
640 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2013, worth a combined $23.6B — up 7.7% from $21.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new ELV positions and 45 closed out — a net gain of 30 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.
- 640 institutional investors held Elevance Health (ELV) as of Q4 2013, up from 613 in Q3 2013.
- Funds reported $23.6B of Elevance Health stock for Q4 2013, up 7.7% quarter-over-quarter.
- 75 funds opened new Elevance Health positions in Q4 2013 and 45 closed out, a net change of +30 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.