Elevance Health
ELV
1,373 hedge funds and large institutions have $98.4B invested in Elevance Health in 2021 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 428 increasing their positions, 450 reducing their positions, and 58 closing their positions.
314% more first-time investments, than exits
New positions opened: 240 | Existing positions closed: 58
59% more funds holding in top 10
Funds holding in top 10: 32 → 51 (+19)
23% more capital invested
Capital invested by funds: $80.1B → $98.4B (+$18.3B)
13% more funds holding
Funds holding: 1,215 → 1,373 (+158)
0.29% less ownership
Funds ownership: 88.49% → 88.2% (-0.29%)
5% less repeat investments, than reductions
Existing positions increased: 428 | Existing positions reduced: 450
19% less call options, than puts
Call options by funds: $586M | Put options by funds: $719M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$440M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$247M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$229M |
| 4 |
TPI
Tesco Pension Investment
London,
United Kingdom
|
+$200M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$184M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$436M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$426M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$254M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$144M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$139M |
ELV Hedge Fund Activity: Q4 2021 in Review
1,373 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2021, worth a combined $98.4B — up 23% from $80.1B a quarter earlier.
Buyers outnumbered sellers: 240 funds opened new ELV positions and 58 closed out — a net gain of 182 holders — while 428 added to existing stakes and 450 trimmed.
The largest buyer was Ameriprise, adding an estimated $440M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $436M sold.
- 1,373 institutional investors held Elevance Health (ELV) as of Q4 2021, up from 1,215 in Q3 2021.
- Funds reported $98.4B of Elevance Health stock for Q4 2021, up 23% quarter-over-quarter.
- 240 funds opened new Elevance Health positions in Q4 2021 and 58 closed out, a net change of +182 holders.
- The largest Elevance Health buyer in Q4 2021 was Ameriprise, an estimated $440M added.
- The largest Elevance Health seller in Q4 2021 was Vulcan Value Partners, an estimated $436M sold.
Based on aggregated 13F filings for Q4 2021.