Elevance Health
796 hedge funds and large institutions have $39.4B invested in Elevance Health in 2017 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 265 increasing their positions, 324 reducing their positions, and 66 closing their positions.
35% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 66
25% more funds holding in top 10
Funds holding in top 10: 28 → 35 (+7)
17% more capital invested
Capital invested by funds: $33.7B → $39.4B (+$5.7B)
2% more funds holding
Funds holding: 784 → 796 (+12)
1.05% more ownership
Funds ownership: 89.09% → 90.14% (+1.1%)
3% less call options, than puts
Call options by funds: $218M | Put options by funds: $223M
18% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 324
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.49B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$328M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$246M |
| 4 |
SC
Sculptor Capital
New York
|
+$185M |
| 5 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$210M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$188M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$185M |
| 4 |
Two Sigma Investments
New York
|
-$165M |
| 5 |
Two Sigma Advisers
New York
|
-$152M |
ELV Hedge Fund Activity: Q1 2017 in Review
796 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2017, worth a combined $39.4B — up 17% from $33.7B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new ELV positions and 66 closed out — a net gain of 23 holders — while 265 added to existing stakes and 324 trimmed.
The largest buyer was BlackRock, adding an estimated $3.49B. The largest seller was Vulcan Value Partners, cutting an estimated $210M.
- 796 institutional investors held Elevance Health (ELV) as of Q1 2017, up from 784 in Q4 2016.
- Funds reported $39.4B of Elevance Health stock for Q1 2017, up 17% quarter-over-quarter.
- 89 funds opened new Elevance Health positions in Q1 2017 and 66 closed out, a net change of +23 holders.
- The largest Elevance Health buyer in Q1 2017 was BlackRock, an estimated $3.49B added.
- The largest Elevance Health seller in Q1 2017 was Vulcan Value Partners, an estimated $210M sold.
Based on aggregated 13F filings for Q1 2017.