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Elevance Health
ELV

Overview Fund Activity

686 hedge funds and large institutions have $26.8B invested in Elevance Health in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 279 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+25
Holders Change %
+3.78%
% of All Funds
19.73%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.12%
New
67
Increased
227
Reduced
279
Closed
37
Calls
$209M
Puts
$291M
Net Calls
-$82.6M
Net Calls Change
-$133M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$252M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$235M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$103M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$72.7M

Top Sellers

1
OH
Orbis Holdings
Bermuda
-$337M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$324M
3
Franklin Resources
Franklin Resources
California
-$311M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$155M
5
SB
Suntrust Banks
Georgia
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFU
501
Stonehage Fleming (UK)
United Kingdom
$551K +$86.5K +805 +19%
CPP
502
Crow Point Partners
Massachusetts
$549K – – –
Mackenzie Financial
503
Mackenzie Financial
Ontario, Canada
$542K +$103K +954 +23%
KSC
504
Kendall Square Capital
California
$538K -$1.08M -10,000 -67%
TSW
505
Thompson Siegel & Walmsley
Virginia
$535K +$532K +4,950 +19,800%
GLRA
506
Gerald L. Ray & Associates
Texas
$533K -$10.8K -100 -2%
FNBT
507
FineMark National Bank & Trust
Florida
$525K +$32.3K +300 +7%
PHAM
508
Palisades Hudson Asset Management
Florida
$522K – – –
IFS
509
Ifrah Financial Services
Arkansas
$516K -$6.24K -58 -1%
T
510
TradeWorx
New Jersey
$516K +$516K +4,796 New
HMS
511
Hanseatic Management Services
New Mexico
$511K +$511K +4,750 New
CTC
512
Central Trust Company
Missouri
$502K +$21.6K +200 +4%
WTNA
513
Wilmington Trust National Association
Delaware
$500K +$45.2K +420 +10%
Marshall Wace
514
Marshall Wace
United Kingdom
$484K -$5.92M -55,068 -92%
ICAS
515
Investors Capital Advisory Services
Massachusetts
$483K +$224K +2,084 +86%
LC
516
Loews Corp
New York
$473K – – –
IGIM
517
I.G. Investment Management
Manitoba, Canada
$473K +$215K +2,000 +83%
Bank of Nova Scotia
518
Bank of Nova Scotia
Ontario, Canada
$467K – – –
SGAM
519
Steinberg Global Asset Management
Florida
$467K +$20.8K +193 +5%
CFS
520
Community Financial System
New York
$466K – – –
BFA
521
Bragg Financial Advisors
North Carolina
$463K – – –
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$462K -$15.6K -145 -3%
HHGA
523
Halbert Hargrove Global Advisors
California
$459K +$121K +1,127 +36%
1SB
524
1ST Source Bank
Indiana
$442K – – –
FLAM
525
First Light Asset Management
Minnesota
$441K – – –
19 20
21
22 23