ELV icon

Elevance Health
ELV

Overview Fund Activity

732 hedge funds and large institutions have $29.2B invested in Elevance Health in 2016 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 267 increasing their positions, 290 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
-25
Holders Change %
-3.3%
% of All Funds
19.56%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.53%
New
57
Increased
267
Reduced
290
Closed
71
Calls
$122M
Puts
$181M
Net Calls
-$58.7M
Net Calls Change
-$34.8M

Top Buyers

1
GCM
Glenview Capital Management
New York
+$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$156M
4
OAG
Orbis Allan Gray
Bermuda
+$149M
5
IGIM
I.G. Investment Management
Manitoba, Canada
+$121M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$725M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$231M
3
WRF
Waddell & Reed Financial
Kansas
-$175M
4
Boston Partners
Boston Partners
Massachusetts
-$116M
5
JHIU
Janus Henderson Investors US
Colorado
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
526
Lombard Odier Asset Management (Europe)
United Kingdom
$482K – – –
SWP
527
Stratos Wealth Partners
Ohio
$475K +$96.4K +769 +25%
1SB
528
1ST Source Bank
Indiana
$460K +$3.01K +24 +0.7%
CAN
529
Cetera Advisor Networks
California
$459K +$166K +1,324 +57%
FCBT
530
First Citizens Bank & Trust
North Carolina
$438K -$10.2M -81,432 -96%
W
531
Wealthfront
California
$438K +$135K +1,076 +44%
NFA
532
Nuveen Fund Advisors
Illinois
$432K -$20.9K -167 -5%
DIA
533
Dean Investment Associates
Ohio
$428K -$4.01K -32 -0.9%
Capstone Investment Advisors
534
Capstone Investment Advisors
New York
$426K -$2.27M -18,154 -84%
PA
535
Perceptive Advisors
New York
$426K – – –
LPL Financial
536
LPL Financial
California
$421K -$36.5K -298 -8%
DG
537
Davidson & Garrard
Virginia
$417K – – –
CCM
538
Compton Capital Management
Rhode Island
$417K +$209K +1,625 +100%
SRC
539
Shufro Rose & Co
New York
$407K – – –
CWM
540
Concert Wealth Management
California
$406K -$28.5K -227 -7%
LIM
541
Leavell Investment Management
Alabama
$404K – – –
CG
542
Caprock Group
Idaho
$402K +$402K +3,212 New
WAM
543
Wealthspire Advisors (Maryland)
Maryland
$401K -$16K -128 -4%
NCCM
544
Nine Chapters Capital Management
New Jersey
$401K +$401K +3,200 New
MFS
545
MSI Financial Services
Massachusetts
$398K +$125 +1 +0%
BDF
546
Balasa Dinverno & Foltz
$392K +$752 +6 +0.2%
LC
547
Loews Corp
New York
$388K -$93.9K -750 -19%
IA
548
IFP Advisors
Florida
$388K +$1K +8 +0.3%
FTC
549
Farmers Trust Company
Ohio
$375K -$93.9K -750 -20%
GG
550
Gofen & Glossberg
Illinois
$374K -$1.38K -11 -0.4%
20 21
22
23 24