ELV icon

Elevance Health
ELV

Overview Fund Activity

849 hedge funds and large institutions have $43.8B invested in Elevance Health in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 326 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+56
Holders Change %
+7.06%
% of All Funds
21.2%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
1.05%
New
104
Increased
285
Reduced
326
Closed
45
Calls
$141M
Puts
$250M
Net Calls
-$109M
Net Calls Change
-$104M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$211M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
UBS AM
UBS AM
Illinois
+$133M
4
AIM
Assured Investment Management
New York
+$111M
5
Brown Advisory
Brown Advisory
Maryland
+$90.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$220M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
551
Osborn Williams & Donohoe
Ohio
$879K -$12.8K -68 -1%
RW
552
Rand Wealth
Maryland
$876K -$71.5K -380 -8%
AR
553
Advisory Research
Illinois
$875K -$5.29M -28,088 -86%
MWNA
554
Marshall Wace North America
New York
$875K +$875K +4,656 New
AIM
555
Alambic Investment Management
California
$848K +$848K +4,510 New
SC
556
Savant Capital
Illinois
$843K +$11.3K +60 +1%
HWP
557
Hefty Wealth Partners
Indiana
$821K -$416K -2,216 -34%
KAS
558
Kemnay Advisory Services
New York
$811K +$811K +4,312 New
KCM
559
Kornitzer Capital Management
Kansas
$804K – – –
SMC
560
Smith, Moore & Co
Missouri
$801K – – –
JIM
561
Jupiter Investment Management
United Kingdom
$790K +$790K +4,200 New
WA
562
Wealth Architects
California
$778K -$376 -2 -0%
SFSIG
563
San Francisco Sentry Investment Group
California
$777K -$188 -1 -0%
OAM
564
Oxford Asset Management
United Kingdom
$766K +$766K +4,070 New
BCM
565
BlueCrest Capital Management
Jersey
$765K +$765K +4,064 New
NCMW
566
Northern Capital Management (Wisconsin)
Wisconsin
$758K – – –
NFA
567
Nuveen Fund Advisors
Illinois
$749K -$91K -484 -11%
AAS
568
Annex Advisory Services
Wisconsin
$744K +$96.2K +511 +15%
DTL
569
Dynamic Technology Lab
Singapore
$744K +$744K +3,960 New
MA
570
MUFG Americas
New York
$733K -$785K -4,174 -52%
GLRA
571
Gerald L. Ray & Associates
Texas
$732K -$4.7K -25 -0.6%
WA
572
Waverly Advisors
Alabama
$729K +$9.03K +48 +1%
CCB
573
Cutter & Co Brokerage
Missouri
$719K +$85.1K +452 +13%
SGAM
574
Steinberg Global Asset Management
Florida
$711K +$4.89K +26 +0.7%
BONST
575
Bank of Nova Scotia Trust
Ontario, Canada
$696K -$1.55M -8,250 -69%
21 22
23
24 25