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Elevance Health
ELV

Overview Fund Activity

763 hedge funds and large institutions have $35.4B invested in Elevance Health in 2015 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 300 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
20.04%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.74%
New
86
Increased
266
Reduced
300
Closed
76
Calls
$160M
Puts
$133M
Net Calls
+$26.6M
Net Calls Change
+$45.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$414M
2
ACM
Americafirst Capital Management
California
+$385M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
BA
BlackRock Advisors
Delaware
+$153M
5
VVP
Vulcan Value Partners
Alabama
+$144M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
4
UBS AM
UBS AM
Illinois
-$97.5M
5
SM
Seminole Management
New York
-$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
526
Smith, Moore & Co
Missouri
$587K +$69.7K +500 +13%
LCM
527
Landscape Capital Management
New Jersey
$586K -$112K -800 -16%
RCM
528
Reynolds Capital Management
Nevada
$586K – – –
WA
529
Wealth Architects
California
$578K – – –
FLAM
530
First Light Asset Management
Minnesota
$571K – – –
FTC
531
Farmers Trust Company
Ohio
$569K -$1.92M -13,816 -77%
MYAM
532
Meiji Yasuda Asset Management
Japan
$562K -$99K -710 -15%
SC
533
Savant Capital
Illinois
$562K -$30.4K -218 -5%
AI
534
Atria Investments
North Carolina
$559K +$141K +1,070 +34%
MFS
535
Monetta Financial Services
Illinois
$558K -$1.67M -12,000 -75%
BDF
536
Balasa Dinverno & Foltz
$557K -$424K -3,045 -43%
WAM
537
Wealthspire Advisors (Maryland)
Maryland
$554K +$554K +3,973 New
ST
538
Spot Trading
Illinois
$553K -$1.07M -7,670 -66%
LMAM
539
Legg Mason Asset Management
Japan
$544K -$27.9K -200 -5%
LC
540
Loews Corp
New York
$537K -$76.7K -550 -13%
PL
541
Perpetual Ltd
Australia
$536K +$329K +2,362 +159%
AIA
542
Affinity Investment Advisors
California
$522K -$92.1K -660 -15%
MA
543
MUFG Americas
New York
$520K -$116K -830 -18%
JIC
544
Johnson Investment Counsel
Ohio
$519K +$53.3K +383 +11%
COPPSERS
545
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$509K +$509K +3,650 New
VKH
546
Virtu KCG Holdings
New York
$504K -$1.77M -12,656 -78%
DIA
547
Dean Investment Associates
Ohio
$497K -$54.2K -389 -10%
CWM
548
Concert Wealth Management
California
$483K -$6.86K -49 -1%
MFS
549
MSI Financial Services
Massachusetts
$483K +$171K +1,227 +55%
ICAS
550
Investors Capital Advisory Services
Massachusetts
$472K +$9.73K +70 +2%
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