Elevance Health
1,095 hedge funds and large institutions have $59.9B invested in Elevance Health in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 412 increasing their positions, 417 reducing their positions, and 88 closing their positions.
1% more capital invested
Capital invested by funds: $59.4B → $59.9B (+$485M)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
1% less repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 417
2% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 88
4% less call options, than puts
Call options by funds: $607M | Put options by funds: $632M
1.09% less ownership
Funds ownership: 89.8% → 88.71% (-1.1%)
1% less funds holding
Funds holding: 1,108 → 1,095 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$227M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$141M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$137M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$130M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$740M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$627M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$277M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$180M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$152M |
ELV Hedge Fund Activity: Q3 2020 in Review
1,095 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2020, worth a combined $59.9B — up 0.82% from $59.4B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of ELV and 86 opened new positions — a net loss of 2 holders — while 417 trimmed existing stakes and 412 added.
The largest buyer was Deutsche Bank, adding an estimated $227M. The largest seller was Capital International Investors, cutting an estimated $740M.
- 1,095 institutional investors held Elevance Health (ELV) as of Q3 2020, down from 1,108 in Q2 2020.
- Funds reported $59.9B of Elevance Health stock for Q3 2020, up 0.82% quarter-over-quarter.
- 86 funds opened new Elevance Health positions in Q3 2020 and 88 closed out, a net change of -2 holders.
- The largest Elevance Health buyer in Q3 2020 was Deutsche Bank, an estimated $227M added.
- The largest Elevance Health seller in Q3 2020 was Capital International Investors, an estimated $740M sold.
Based on aggregated 13F filings for Q3 2020.