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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 %
Point72 Asset Management
551
Point72 Asset Management
Connecticut
$323K +$323K +3,000 New
IB
552
Intrust Bank
Kansas
$319K -$667K -6,209 -68%
BHWM
553
Bar Harbor Wealth Management
New Hampshire
$316K -$172K -1,600 -35%
HR
554
Howe & Rusling
New York
$315K -$14.2K -132 -4%
IRS
555
Invictus RG (Singapore)
Singapore
$313K -$287K -2,664 -48%
DVM
556
Dreman Value Management
Florida
$313K +$47.9K +446 +18%
HIS
557
Horizon Investment Services
Indiana
$310K -$46.9K -436 -13%
CAN
558
Cetera Advisor Networks
California
$301K -$10.6K -98 -3%
WB
559
WesBanco Bank
West Virginia
$296K -$24K -224 -8%
MCM
560
MAI Capital Management
Ohio
$296K – – –
DIA
561
Dana Investment Advisors
Wisconsin
$295K -$10.8K -100 -4%
GLA
562
Great Lakes Advisors
Illinois
$295K +$295K +2,741 New
MFS
563
MSI Financial Services
Massachusetts
$285K +$21.5K +200 +8%
WFM
564
Wilmington Funds Management
Delaware
$281K -$312K -2,900 -53%
MDSL
565
M.D. Sass LLC
New York
$280K +$280K +2,600 New
RNS
566
Robert N. Shapiro
$273K +$43.2K +401 +19%
MWR
567
McAdams Wright Ragen
Washington
$271K – – –
AF
568
Aldebaran Financial
$270K +$270K +2,509 New
WIS
569
Wright Investors Service
Connecticut
$269K +$52.3K +485 +24%
AW
570
Alpha Windward
Massachusetts
$265K -$1.83K -17 -0.7%
TFA
571
Transamerica Financial Advisors
Florida
$265K +$39.7K +368 +18%
BIM
572
BRC Investment Management
Colorado
$265K +$265K +2,460 New
BGAM
573
Boussard & Gavaudan Asset Management
United Kingdom
$258K -$7.03K -65 -3%
QAM
574
Quantres Asset Management
Cayman Islands
$258K +$258K +2,400 New
CTI
575
Community Trust & Investment
Kentucky
$251K – – –
21 22
23
24 25