Elevance Health Inc. (ELV) Bundle
Who Invests in Elevance Health Inc. (ELV) and Why?
Key Investor Types for the Healthcare Services Company
As of Q4 2023, the investor composition for this healthcare services company breaks down as follows:
| Investor Category | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 87.4% | $42.3 billion |
| Mutual Funds | 52.6% | $25.7 billion |
| Individual/Retail Investors | 12.6% | $6.1 billion |
Top Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc: 10.7% ownership
- State Street Corporation: 8.5% ownership
- Fidelity Management & Research: 7.2% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: 8.6% annual revenue increase
- Market capitalization: $124.5 billion
- Dividend yield: 1.4%
- Price-to-earnings ratio: 16.3
Investment Strategies
| Strategy Type | Percentage of Investors | Average Hold Period |
|---|---|---|
| Long-term Hold | 68.3% | 3-5 years |
| Value Investing | 22.1% | 1-3 years |
| Short-term Trading | 9.6% | Less than 1 year |
Institutional Ownership and Major Shareholders of Elevance Health Inc. (ELV)
Key Investor Types for the Healthcare Services Company
As of Q4 2023, the investor composition for this healthcare services company breaks down as follows:
| Investor Category | Percentage of Ownership | Total Investment Value |
|---|---|---|
| Institutional Investors | 87.4% | $42.3 billion |
| Mutual Funds | 52.6% | $25.7 billion |
| Individual/Retail Investors | 12.6% | $6.1 billion |
Top Institutional Investors
- Vanguard Group: 12.3% ownership
- BlackRock Inc: 10.7% ownership
- State Street Corporation: 8.5% ownership
- Fidelity Management & Research: 7.2% ownership
Investment Motivations
Key investment drivers include:
- Consistent revenue growth: 8.6% annual revenue increase
- Market capitalization: $124.5 billion
- Dividend yield: 1.4%
- Price-to-earnings ratio: 16.3
Investment Strategies
| Strategy Type | Percentage of Investors | Average Hold Period |
|---|---|---|
| Long-term Hold | 68.3% | 3-5 years |
| Value Investing | 22.1% | 1-3 years |
| Short-term Trading | 9.6% | Less than 1 year |
Key Investors and Their Influence on Elevance Health Inc. (ELV)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, Elevance Health Inc. (ELV) demonstrates significant institutional investor involvement with 87.4% total institutional ownership.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 52,784,876 | 16.7% |
| BlackRock Inc. | 45,321,654 | 14.3% |
| State Street Corporation | 32,445,123 | 10.2% |
| Capital World Investors | 28,765,432 | 9.1% |
Recent Institutional Ownership Changes
- Q4 2023 saw a 2.3% net increase in institutional holdings
- Total institutional investment value: $31.6 billion
- Largest quarterly purchase: Capital World Investors with $1.2 billion additional stake
Institutional Investor Impact
Institutional investors control 87.4% of outstanding shares, significantly influencing stock price and corporate governance.
| Investor Type | Ownership Percentage |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 22.8% |
| Pension Funds | 15.3% |
| Other Institutions | 6.7% |
Market Impact and Investor Sentiment of Elevance Health Inc. (ELV)
Key Investors and Their Impact on ELV Stock
As of Q4 2023, the top institutional investors for the company include:
| Investor | Shares Held | Percentage Ownership |
|---|---|---|
| Vanguard Group Inc | 57,621,880 shares | 9.42% |
| BlackRock Inc. | 52,447,721 shares | 8.57% |
| State Street Corporation | 33,426,800 shares | 5.46% |
Notable recent investor activities include:
- Dimensional Fund Advisors LP increased its position by 3.7% in Q3 2023
- Baillie Gifford & Co added 1,245,000 shares during the last reporting period
- Capital World Investors purchased an additional 2,670,000 shares
Institutional ownership stands at 88.42% of total shares as of December 2023, with total institutional investments valued at $45.6 billion.
| Investor Type | Total Investment | Percentage |
|---|---|---|
| Mutual Funds | $22.3 billion | 48.9% |
| Hedge Funds | $8.7 billion | 19.1% |
| Pension Funds | $6.5 billion | 14.3% |
Top activist investors have demonstrated significant influence, with 5.6% of shares held by activist investment groups as of Q4 2023.
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