Elevance Health
998 hedge funds and large institutions have $59.9B invested in Elevance Health in 2018 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 288 increasing their positions, 403 reducing their positions, and 87 closing their positions.
147% more call options, than puts
Call options by funds: $627M | Put options by funds: $254M
72% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 87
19% more funds holding in top 10
Funds holding in top 10: 42 → 50 (+8)
5% more funds holding
Funds holding: 946 → 998 (+52)
0.92% more ownership
Funds ownership: 87.63% → 88.55% (+0.92%)
4% less capital invested
Capital invested by funds: $62.4B → $59.9B (-$2.53B)
29% less repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 403
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$419M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$379M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$329M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$269M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$230M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$231M |
| 2 |
Two Sigma Investments
New York
|
-$180M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$168M |
| 4 |
SCM
Suvretta Capital Management
New York
|
-$136M |
| 5 |
First Eagle Investment Management
New York
|
-$135M |
ELV Hedge Fund Activity: Q4 2018 in Review
998 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2018, worth a combined $59.9B — down 4.1% from $62.4B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new ELV positions and 87 closed out — a net gain of 63 holders — while 288 added to existing stakes and 403 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $419M. The largest seller was Two Sigma Advisers, cutting an estimated $231M.
- 998 institutional investors held Elevance Health (ELV) as of Q4 2018, up from 946 in Q3 2018.
- Funds reported $59.9B of Elevance Health stock for Q4 2018, down 4.1% quarter-over-quarter.
- 150 funds opened new Elevance Health positions in Q4 2018 and 87 closed out, a net change of +63 holders.
- The largest Elevance Health buyer in Q4 2018 was JP Morgan Chase, an estimated $419M added.
- The largest Elevance Health seller in Q4 2018 was Two Sigma Advisers, an estimated $231M sold.
Based on aggregated 13F filings for Q4 2018.