Elevance Health
687 hedge funds and large institutions have $26.4B invested in Elevance Health in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 228 increasing their positions, 279 reducing their positions, and 37 closing their positions.
81% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 37
33% more funds holding in top 10
Funds holding in top 10: 30 → 40 (+10)
6% more capital invested
Capital invested by funds: $25B → $26.4B (+$1.42B)
4% more funds holding
Funds holding: 662 → 687 (+25)
18% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 279
29% less call options, than puts
Call options by funds: $209M | Put options by funds: $292M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$241M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$225M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$98.3M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$337M |
| 2 |
BNP Paribas Financial Markets
Paris,
France
|
-$311M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$297M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$149M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$107M |
ELV Hedge Fund Activity: Q2 2014 in Review
687 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2014, worth a combined $26.4B — up 5.7% from $25B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new ELV positions and 37 closed out — a net gain of 30 holders — while 228 added to existing stakes and 279 trimmed.
The largest buyer was Norges Bank, adding an estimated $241M. The largest seller was Orbis Holdings, exiting entirely with an estimated $337M sold.
- 687 institutional investors held Elevance Health (ELV) as of Q2 2014, up from 662 in Q1 2014.
- Funds reported $26.4B of Elevance Health stock for Q2 2014, up 5.7% quarter-over-quarter.
- 67 funds opened new Elevance Health positions in Q2 2014 and 37 closed out, a net change of +30 holders.
- The largest Elevance Health buyer in Q2 2014 was Norges Bank, an estimated $241M added.
- The largest Elevance Health seller in Q2 2014 was Orbis Holdings, an estimated $337M sold.
Based on aggregated 13F filings for Q2 2014.