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Elevance Health
ELV

Overview Fund Activity

768 hedge funds and large institutions have $32.6B invested in Elevance Health in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 273 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
20.5%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.56%
New
69
Increased
273
Reduced
307
Closed
57
Calls
$91.7M
Puts
$118M
Net Calls
-$26.3M
Net Calls Change
-$52.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$106M
2
Bank of America
Bank of America
North Carolina
+$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.3M
4
PHS
PFM Health Sciences
California
+$72.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.7M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$255M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$171M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$143M
4
GCM
Glenview Capital Management
New York
-$91.6M
5
JHIU
Janus Henderson Investors US
Colorado
-$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
551
Shufro Rose & Co
New York
$493K -$153K -1,100 -24%
DIA
552
Dean Investment Associates
Ohio
$488K -$7.79K -56 -2%
CCA
553
Checchi Capital Advisers
California
$487K +$46.8K +337 +11%
CWM
554
Concert Wealth Management
California
$485K +$1.26K +9 +0.3%
1SB
555
1ST Source Bank
Indiana
$483K -$117K -840 -19%
LH
556
Lebenthal Holdings
New York
$477K +$8.19K +59 +2%
MFS
557
MSI Financial Services
Massachusetts
$461K -$20.9K -150 -4%
FMLI
558
Fukoku Mutual Life Insurance
Japan
$459K – – –
IAS
559
IMA Advisory Services
Colorado
$456K -$2.67K -20 -0.6%
WIA
560
Westbourne Investment Advisors
Maryland
$454K +$6.94K +50 +2%
PHAM
561
Palisades Hudson Asset Management
Florida
$447K – – –
GG
562
Gofen & Glossberg
Illinois
$447K +$3.2K +23 +0.7%
LIM
563
Leavell Investment Management
Alabama
$445K – – –
ACI
564
Advance Capital I
Michigan
$431K +$27.8K +200 +7%
QAM
565
Quantres Asset Management
Cayman Islands
$431K +$431K +3,100 New
Baird Financial Group
566
Baird Financial Group
Wisconsin
$428K -$161K -1,155 -27%
FBFS
567
First Business Financial Services
Wisconsin
$426K +$426K +3,062 New
WRM
568
Westport Resources Management
Connecticut
$413K -$52.8K -380 -11%
MCA
569
Morris Capital Advisors
Pennsylvania
$402K +$41.2K +296 +11%
AIM
570
Assured Investment Management
New York
$397K +$391K +2,815 +6,702%
ICAS
571
Investors Capital Advisory Services
Massachusetts
$396K -$73.9K -534 -16%
RIM
572
Regent Investment Management
Kentucky
$395K -$41.7K -300 -10%
SW
573
SVB Wealth
Massachusetts
$395K -$33.8K -243 -8%
MIC
574
MU Investments Company
Japan
$378K – – –
EWM
575
Evercore Wealth Management
New York
$376K – – –
21 22
23
24 25