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Elevance Health
ELV

Overview Fund Activity

639 hedge funds and large institutions have $23.9B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+26
Holders Change %
+4.24%
% of All Funds
18.56%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
74
Increased
230
Reduced
242
Closed
45
Calls
$242M
Puts
$323M
Net Calls
-$80.5M
Net Calls Change
-$156M

Top Buyers

1
CS
Credit Suisse
Switzerland
$251M
2
Ameriprise
Ameriprise
Minnesota
$150M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$144M
4
JHIU
Janus Henderson Investors US
Colorado
$122M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$149M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Capital World Investors
Capital World Investors
California
$185M
3
Invesco
Invesco
Georgia
$730M
4
OH
Orbis Holdings
Bermuda
$350M
5
Franklin Resources
Franklin Resources
California
$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
576
Envestnet Asset Management
Illinois
$114K -$48.3K -524 -30%
EWM
577
Evercore Wealth Management
New York
$113K -$5.37K -58 -5%
CHC
578
City Holding Co
West Virginia
$111K +$111K +1,205 New
DADC
579
D.A. Davidson & Co
Montana
$107K +$86.8K +954 +430%
IMS
580
Index Management Solutions
Pennsylvania
$106K +$15.6K +169 +17%
First Manhattan
581
First Manhattan
New York
$105K – – –
RNS
582
Robert N. Shapiro
$104K -$127K -1,375 -55%
SNT
583
Security National Trust
West Virginia
$93K – – –
S
584
SignatureFD
Georgia
$89K +$12.4K +134 +16%
FMT
585
First Mercantile Trust
Tennessee
$82K – – –
WCM
586
Windsor Capital Management
Arizona
$81K +$184 +2 +0.2%
HCM
587
Highlander Capital Management
New Jersey
$77.8K – – –
TAM
588
Tocqueville Asset Management
New York
$74K +$74K +800 New
HFM
589
Hartford Financial Management
Connecticut
$72K – – –
CAL
590
Capital Analysts LLC
Pennsylvania
$69.6K -$21.8K -236 -24%
CAM
591
ClariVest Asset Management
California
$64K +$41.1K +450 +180%
TFO
592
Tarbox Family Office
California
$57K +$57K +616 New
HPBT
593
High Point Bank & Trust
North Carolina
$55K – – –
MAM
594
Mizuho Asset Management
Japan
$52K – – –
PSUF
595
People's United Financial
Connecticut
$49K – – –
TF
596
Tompkins Financial
New York
$48K +$1.58K +17 +3%
AA
597
AlphaMark Advisors
Kentucky
$46K – – –
WA
598
Waverly Advisors
Alabama
$46K +$7.38K +80 +19%
PAS
599
Partnervest Advisory Services
California
$42K +$42K +454 New
LWM
600
Lenox Wealth Management
Ohio
$42K +$42K +458 New
22 23
24
25 26