Elevance Health
764 hedge funds and large institutions have $35.4B invested in Elevance Health in 2015 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 301 reducing their positions, and 76 closing their positions.
20% more call options, than puts
Call options by funds: $160M | Put options by funds: $133M
13% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 76
2% more capital invested
Capital invested by funds: $34.8B → $35.4B (+$602M)
0.77% more ownership
Funds ownership: 90.11% → 90.88% (+0.77%)
1% more funds holding
Funds holding: 760 → 764 (+4)
12% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 301
18% less funds holding in top 10
Funds holding in top 10: 34 → 28 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$409M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$334M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$151M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$142M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$202M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$201M |
| 3 |
Bank of New York Mellon
New York
|
-$168M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$112M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$96.3M |
ELV Hedge Fund Activity: Q4 2015 in Review
764 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2015, worth a combined $35.4B — up 1.7% from $34.8B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new ELV positions and 76 closed out — a net gain of 10 holders — while 266 added to existing stakes and 301 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $409M. The largest seller was Fidelity International, cutting an estimated $202M.
- 764 institutional investors held Elevance Health (ELV) as of Q4 2015, up from 760 in Q3 2015.
- Funds reported $35.4B of Elevance Health stock for Q4 2015, up 1.7% quarter-over-quarter.
- 86 funds opened new Elevance Health positions in Q4 2015 and 76 closed out, a net change of +10 holders.
- The largest Elevance Health buyer in Q4 2015 was Dodge & Cox, an estimated $409M added.
- The largest Elevance Health seller in Q4 2015 was Fidelity International, an estimated $202M sold.
Based on aggregated 13F filings for Q4 2015.