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Elevance Health
ELV

Overview Fund Activity

779 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+28
Holders Change %
+3.73%
% of All Funds
21.01%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
1.02%
New
85
Increased
242
Reduced
315
Closed
48
Calls
$173M
Puts
$1.12B
Net Calls
-$942M
Net Calls Change
-$562M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$313M
3
BG
BlackRock Group
United Kingdom
+$103M
4
APG Asset Management
APG Asset Management
Netherlands
+$89.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$85.1M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$254M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$212M
3
Invesco
Invesco
Georgia
-$172M
4
SM
Seminole Management
New York
-$156M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYLI
551
Meiji Yasuda Life Insurance
Japan
$660K +$32.8K +200 +5%
SAM
552
Sentinel Asset Management
Vermont
$657K – – –
HHGA
553
Halbert Hargrove Global Advisors
California
$648K -$107K -650 -14%
MIS
554
Morningstar Investment Services
Illinois
$642K -$4.33M -26,376 -87%
RJT
555
Raymond James Trust
Florida
$642K -$67.9K -414 -10%
IRS
556
Invictus RG (Singapore)
Singapore
$616K +$40.1K +244 +7%
FBNAT
557
FirstMerit Bank N.A. Trustee
Ohio
$613K +$32.9K +200 +6%
PHAM
558
Palisades Hudson Asset Management
Florida
$609K -$51.4K -313 -8%
CPP
559
Crow Point Partners
Massachusetts
$602K +$19.2K +117 +3%
P
560
Pitcairn
Pennsylvania
$595K +$14.3K +87 +2%
SFM
561
Systematic Financial Management
New Jersey
$587K -$93.6M -570,704 -99%
AI
562
Atria Investments
North Carolina
$578K -$62.5K -381 -10%
ICAS
563
Investors Capital Advisory Services
Massachusetts
$572K +$12.3K +75 +2%
SFFS
564
Stonehage Fleming Financial Services
Jersey
$571K – – –
SMC
565
Smith, Moore & Co
Missouri
$568K +$9.69K +59 +2%
MMG
566
Monetary Management Group
Missouri
$566K -$139K -850 -20%
CWM
567
Concert Wealth Management
California
$563K +$5.71K +35 +1%
FMLI
568
Fukoku Mutual Life Insurance
Japan
$558K – – –
JG
569
Jefferies Group
New York
$558K +$428K +2,606 +329%
LH
570
Lebenthal Holdings
New York
$546K -$39.5K -241 -7%
Fisher Asset Management
571
Fisher Asset Management
Washington
$544K -$2.79K -17 -0.5%
BUB
572
BBVA USA Bancshares
Texas
$541K +$16.2K +99 +3%
ST
573
Sentinel Trust
Texas
$536K -$61.9K -377 -10%
FAAS
574
First Allied Advisory Services
California
$532K +$31.7K +195 +6%
MMPW
575
Mitchell McLeod Pugh & Williams
Alabama
$529K – – –
21 22
23
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