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Elevance Health
ELV

Overview Fund Activity

639 hedge funds and large institutions have $23.9B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+26
Holders Change %
+4.24%
% of All Funds
18.56%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
74
Increased
230
Reduced
242
Closed
45
Calls
$242M
Puts
$323M
Net Calls
-$80.5M
Net Calls Change
-$156M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$198M
2
Ameriprise
Ameriprise
Minnesota
+$121M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$119M
4
JHIU
Janus Henderson Investors US
Colorado
+$90.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$86.6M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$505M
2
Capital World Investors
Capital World Investors
California
-$185M
3
Invesco
Invesco
Georgia
-$130M
4
OH
Orbis Holdings
Bermuda
-$104M
5
Franklin Resources
Franklin Resources
California
-$72.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
451
BBVA USA Bancshares
Texas
$651K +$282K +3,050 +76%
EAM
452
EULAV Asset Management
Florida
$647K – – –
JG
453
Jefferies Group
New York
$631K -$2.06M -22,333 -77%
FNB
454
First Niagara Bank
New York
$625K +$4.62K +50 +0.7%
MIC
455
MU Investments Company
Japan
$621K -$33.2K -360 -5%
TH
456
Timber Hill
Connecticut
$617K -$85.7K -927 -12%
PAM
457
Paradigm Asset Management
New York
$614K -$18.5K -200 -3%
GC
458
Guardian Capital
Ontario, Canada
$608K +$608K +6,581 New
AI
459
Atria Investments
North Carolina
$606K -$106K -1,147 -15%
ANRIA
460
American National Registered Investment Advisor
Texas
$601K -$3.23K -35 -0.5%
WTC
461
WhitTier Trust Company
Nevada
$600K +$31.9K +345 +6%
LTFS
462
Ladenburg Thalmann Financial Services
Florida
$596K +$70.5K +766 +13%
SRC
463
Shufro Rose & Co
New York
$591K – – –
SACTSONJ
464
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$588K – – –
CLOS
465
Compagnie Lombard Odier SCmA
Switzerland
$587K +$587K +6,358 New
AP
466
Advisor Partners
California
$581K +$19.8K +214 +4%
SI
467
Stephens Inc
Arkansas
$579K -$4.34K -47 -0.7%
PP
468
PDT Partners
New York
$564K +$37K +400 +7%
SFSIG
469
San Francisco Sentry Investment Group
California
$557K – – –
MNBTD
470
Moody National Bank Trust Division
Texas
$550K -$3.23K -35 -0.6%
AIA
471
Affinity Investment Advisors
California
$529K – – –
ECM
472
Everence Capital Management
Indiana
$522K -$119K -1,290 -19%
WFM
473
Wilmington Funds Management
Delaware
$509K -$139K -1,500 -21%
WCA
474
Westover Capital Advisors
Delaware
$509K +$509K +5,509 New
William Blair & Company
475
William Blair & Company
Illinois
$506K +$240K +2,600 +90%
17 18
19
20 21