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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 %
JIC
576
Joel Isaacson & Co
New York
$249K – – –
TC
577
TradeLink Capital
Illinois
$248K – – –
WTIM
578
Wilmington Trust Investment Management
Delaware
$246K -$75.3K -700 -23%
PCM
579
Prelude Capital Management
New York
$245K +$18.8K +175 +8%
WRM
580
Westport Resources Management
Connecticut
$244K – – –
WT
581
Wilmington Trust
Delaware
$244K +$244K +2,263 New
IMOV
582
Investment Management of Virginia
Virginia
$242K -$10.8K -100 -4%
TA
583
Tiedemann Advisors
New York
$238K +$238K +2,217 New
CCA
584
Checchi Capital Advisers
California
$231K +$231K +2,146 New
BRWA
585
B. Riley Wealth Advisors
Florida
$231K +$151K +2,808 +188%
PL
586
Parkwood LLC
Ohio
$229K +$229K +2,131 New
USGIU
587
U.S. Global Investors (USGI)
Texas
$226K -$64.6K -600 -22%
GIS
588
Guardian Investor Services
New York
$226K -$19K -177 -8%
MHC
589
Meyer Handelman Company
New York
$226K – – –
MCM
590
Matarin Capital Management
New York
$225K +$225K +2,090 New
CCM
591
Compton Capital Management
Rhode Island
$224K +$1.07K +10 +0.5%
CWA
592
Constellation Wealth Advisors
New York
$218K +$218K +2,026 New
TYCC
593
Texas Yale Capital Corp
Florida
$215K +$215K +1,997 New
CCC
594
Chelsea Counsel Company
California
$215K +$215K +2,000 New
SWP
595
Stratos Wealth Partners
Ohio
$214K +$214K +1,978 New
MCM
596
Monarch Capital Management
Indiana
$211K +$211K +1,960 New
CAS
597
CTC Alternative Strategies
Illinois
$204K +$204K +1,900 New
BAS
598
Brown Advisory Securities
Maryland
$200K +$200K +1,851 New
Capital World Investors
599
Capital World Investors
California
$198K – – –
ARMT
600
Amica Retiree Medical Trust
Rhode Island
$195K +$195K +1,813 New
22 23
24
25 26