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Elevance Health
ELV

783 hedge funds and large institutions have $33.7B invested in Elevance Health in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 320 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 52

35% more funds holding in top 10

Funds holding in top 10: 20 → 27 (+7)

16% more capital invested

Capital invested by funds: $29.2B → $33.7B (+$4.56B)

7% more funds holding

Funds holding: 734 → 783 (+49)

0.24% less ownership

Funds ownership: 89.37% → 89.13% (-0.24%)

24% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 320

29% less call options, than puts

Call options by funds: $163M | Put options by funds: $228M

Holders
783
Holders Change
+49
Holders Change %
+6.68%
% of All Funds
19.57%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.68%
New
113
Increased
242
Reduced
320
Closed
52
Calls
$163M
Puts
$228M
Net Calls
-$65.2M
Net Calls Change
-$6.52M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$188M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$147M
3
O
OrbiMed
New York
+$137M
4
TP
Third Point
New York
+$134M
5
OAG
Orbis Allan Gray
Bermuda
+$133M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$161M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
3
WRF
Waddell & Reed Financial
Kansas
-$146M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$115M
5
Bank of America
Bank of America
North Carolina
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.39B +$31.1M +232,327 +1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.98B -$158M -1,181,496 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.64B +$147M +1,097,145 +11%
State Street
4
State Street
Massachusetts
$1.59B +$54M +402,925 +4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B -$48.5M -361,879 -4%
BIT
6
BlackRock Institutional Trust
California
$1.06B +$545K +4,072 +0.1%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$891M -$115M -855,344 -12%
GCM
8
Glenview Capital Management
New York
$845M +$37.1M +276,807 +5%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$740M -$19.8M -148,071 -3%
BA
10
BlackRock Advisors
Delaware
$685M -$17.8M -133,007 -3%
Invesco
11
Invesco
Georgia
$591M +$6.63M +49,535 +1%
BFA
12
BlackRock Fund Advisors
California
$585M +$40M +299,098 +8%
BG
13
BlackRock Group
United Kingdom
$526M +$9.08M +67,828 +2%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$523M -$9.61M -71,746 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$450M -$3.58M -26,755 -0.8%
OAG
16
Orbis Allan Gray
Bermuda
$449M +$133M +996,248 +47%
VVP
17
Vulcan Value Partners
Alabama
$439M -$15M -111,728 -4%
Dodge & Cox
18
Dodge & Cox
California
$432M -$14.2M -106,387 -3%
Northern Trust
19
Northern Trust
Illinois
$428M -$2.22M -16,608 -0.6%
LSV Asset Management
20
LSV Asset Management
Illinois
$417M -$33.6M -250,648 -8%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$416M -$85M -635,140 -18%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$406M +$320K +2,387 +0.1%
AQR Capital Management
23
AQR Capital Management
Connecticut
$396M +$15.8M +118,255 +4%
Norges Bank
24
Norges Bank
Norway
$377M +$10.9M +81,419 +3%
Sanders Capital
25
Sanders Capital
Florida
$370M +$29.5M +220,334 +9%
1
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ELV Hedge Fund Activity: Q4 2016 in Review

783 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2016, worth a combined $33.7B — up 16% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ELV positions and 52 closed out — a net gain of 61 holders — while 242 added to existing stakes and 320 trimmed.

The largest buyer was Boston Partners, adding an estimated $188M. The largest seller was JP Morgan Chase, cutting an estimated $161M.

  • 783 institutional investors held Elevance Health (ELV) as of Q4 2016, up from 734 in Q3 2016.
  • Funds reported $33.7B of Elevance Health stock for Q4 2016, up 16% quarter-over-quarter.
  • 113 funds opened new Elevance Health positions in Q4 2016 and 52 closed out, a net change of +61 holders.
  • The largest Elevance Health buyer in Q4 2016 was Boston Partners, an estimated $188M added.
  • The largest Elevance Health seller in Q4 2016 was JP Morgan Chase, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2016.