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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 %
TWA
601
TCI Wealth Advisors
Arizona
$40K – – –
Manulife (Manufacturers Life Insurance)
602
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.3K -$4.23K -45,779 -11%
MUMSS
603
Mitsubishi UFJ Morgan Stanley Securities
Japan
$35K +$35K +380 New
DAM
604
Delta Asset Management
Tennessee
$30K – – –
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
BFEC
606
Benjamin F. Edwards & Company
Missouri
$28K – – –
EFSCE
607
Enterprise Financial Services Corp (EFSC)
Missouri
$26K – – –
ECM
608
ETrade Capital Management
Virginia
$25K -$2.04K -22 -8%
BPBT
609
Boston Private Bank & Trust
Massachusetts
$23K -$4.6K -50 -17%
TSW
610
Thompson Siegel & Walmsley
Virginia
$21K – – –
PSI
611
Pinnacle Summer Investments
Virginia
$21K – – –
FAM
612
Formidable Asset Management
Ohio
$20K – – –
ST
613
Smithfield Trust
Pennsylvania
$20K – – –
ST
614
Stifel Trust
Missouri
$19K – – –
WEC
615
Winslow Evans & Crocker
Massachusetts
$19K +$19K +209 New
RA
616
Rational Advisors
New York
$18K -$1.2K -13 -6%
HDIM
617
Hanson & Doremus Investment Management
Vermont
$18K – – –
QAM
618
QCI Asset Management
New York
$18K +$4.57K +50 +34%
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +192 New
QCMC
620
Quantum Capital Management (California)
California
$18K +$18K +200 New
IC
621
IKOS CIF
Cyprus
$16K -$180K -2,047 -92%
CBT
622
Central Bank & Trust
Kentucky
$16K – – –
OIA
623
Optimum Investment Advisors
Illinois
$12K – – –
HCC
624
Hirtle Callaghan & Co
Pennsylvania
$10K -$2.06K -22 -17%
MWP
625
MYCIO Wealth Partners
Pennsylvania
$9K -$28.6K -321 -76%
23 24
25
26 27