Elevance Health
1,112 hedge funds and large institutions have $67.5B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 350 increasing their positions, 414 reducing their positions, and 83 closing their positions.
135% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 83
105% more funds holding in top 10
Funds holding in top 10: 22 → 45 (+23)
24% more capital invested
Capital invested by funds: $54.4B → $67.5B (+$13.1B)
9% more funds holding
Funds holding: 1,016 → 1,112 (+96)
0.4% less ownership
Funds ownership: 88.6% → 88.2% (-0.4%)
9% less call options, than puts
Call options by funds: $573M | Put options by funds: $631M
15% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 414
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$357M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$248M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$169M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$168M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$524M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$217M |
| 3 |
Janus Henderson Group
London,
|
-$170M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$148M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$138M |
ELV Hedge Fund Activity: Q4 2019 in Review
1,112 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2019, worth a combined $67.5B — up 24% from $54.4B a quarter earlier.
Buyers outnumbered sellers: 195 funds opened new ELV positions and 83 closed out — a net gain of 112 holders — while 350 added to existing stakes and 414 trimmed.
The largest buyer was Capital International Investors, adding an estimated $357M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $524M.
- 1,112 institutional investors held Elevance Health (ELV) as of Q4 2019, up from 1,016 in Q3 2019.
- Funds reported $67.5B of Elevance Health stock for Q4 2019, up 24% quarter-over-quarter.
- 195 funds opened new Elevance Health positions in Q4 2019 and 83 closed out, a net change of +112 holders.
- The largest Elevance Health buyer in Q4 2019 was Capital International Investors, an estimated $357M added.
- The largest Elevance Health seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $524M sold.
Based on aggregated 13F filings for Q4 2019.