Elevance Health
761 hedge funds and large institutions have $31.3B invested in Elevance Health in 2016 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 297 increasing their positions, 262 reducing their positions, and 66 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 262
0% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 66
0.05% less ownership
Funds ownership: 90.67% → 90.62% (-0.05%)
5% less capital invested
Capital invested by funds: $32.9B → $31.3B (-$1.64B)
1% less funds holding
Funds holding: 772 → 761 (-11)
17% less call options, than puts
Call options by funds: $121M | Put options by funds: $145M
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$225M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$200M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$179M |
| 4 |
Two Sigma Advisers
New York
|
+$146M |
| 5 |
Two Sigma Investments
New York
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$674M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$529M |
| 3 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$191M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$168M |
| 5 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$72.1M |
ELV Hedge Fund Activity: Q2 2016 in Review
761 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2016, worth a combined $31.3B — down 5% from $32.9B a quarter earlier.
Fund positioning in ELV was balanced in Q2 2016: 66 funds opened new positions, 66 closed out, 297 added to existing stakes and 262 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $225M. The largest seller was Viking Global Investors, exiting entirely with an estimated $674M sold.
- 761 institutional investors held Elevance Health (ELV) as of Q2 2016, down from 772 in Q1 2016.
- Funds reported $31.3B of Elevance Health stock for Q2 2016, down 5% quarter-over-quarter.
- 66 funds opened new Elevance Health positions in Q2 2016 and 66 closed out, a net change of 0 holders.
- The largest Elevance Health buyer in Q2 2016 was Nordea Investment Management, an estimated $225M added.
- The largest Elevance Health seller in Q2 2016 was Viking Global Investors, an estimated $674M sold.
Based on aggregated 13F filings for Q2 2016.