Elevance Health
754 hedge funds and large institutions have $36.2B invested in Elevance Health in 2015 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 215 increasing their positions, 326 reducing their positions, and 60 closing their positions.
65% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 60
26% more funds holding in top 10
Funds holding in top 10: 35 → 44 (+9)
22% more capital invested
Capital invested by funds: $29.7B → $36.2B (+$6.44B)
5% more funds holding
Funds holding: 721 → 754 (+33)
0.25% more ownership
Funds ownership: 87.54% → 87.79% (+0.25%)
34% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 326
76% less call options, than puts
Call options by funds: $119M | Put options by funds: $499M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$903M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$290M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$248M |
| 4 |
GCM
Glenview Capital Management
New York
|
+$185M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$195M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$157M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$126M |
| 4 |
Morgan Stanley
New York
|
-$102M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$99M |
ELV Hedge Fund Activity: Q1 2015 in Review
754 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2015, worth a combined $36.2B — up 22% from $29.7B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new ELV positions and 60 closed out — a net gain of 39 holders — while 215 added to existing stakes and 326 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $903M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $195M.
- 754 institutional investors held Elevance Health (ELV) as of Q1 2015, up from 721 in Q4 2014.
- Funds reported $36.2B of Elevance Health stock for Q1 2015, up 22% quarter-over-quarter.
- 99 funds opened new Elevance Health positions in Q1 2015 and 60 closed out, a net change of +39 holders.
- The largest Elevance Health buyer in Q1 2015 was T. Rowe Price Associates, an estimated $903M added.
- The largest Elevance Health seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $195M sold.
Based on aggregated 13F filings for Q1 2015.