ELV icon

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 %
EA
601
Emerald Advisers
Pennsylvania
$191K -$62.3K -578 -25%
WTB
602
Washington Trust Bank
Washington
$188K – – –
MCM
603
Manchester Capital Management
Vermont
$176K – – –
GLI
604
Guardian Life Insurance
New York
$172K -$6.55K -61 -4%
NYLT
605
New York Life Trust
New York
$146K -$4.94K -46 -3%
WOC
606
West Oak Capital
California
$140K – – –
EWM
607
Evercore Wealth Management
New York
$131K – – –
DADC
608
D.A. Davidson & Co
Montana
$131K +$8.04K +76 +7%
SAMC
609
Shinko Asset Management Company
Japan
$129K – – –
First Manhattan
610
First Manhattan
New York
$123K +$5.35K +50 +5%
CAM
611
ClariVest Asset Management
California
$115K +$55.6K +514 +93%
CHC
612
City Holding Co
West Virginia
$110K -$21.9K -200 -17%
SNT
613
Security National Trust
West Virginia
$110K – – –
NYLIM
614
New York Life Investment Management
New York
$108K – – –
SSG
615
Summit Securities Group
New York
$108K +$97.2K +900 +900%
PMFA
616
Plante Moran Financial Advisors
Michigan
$107K +$85.5K +796 +398%
JWM
617
Jacobus Wealth Management
Wisconsin
$105K +$105K +980 New
BC
618
Bartlett & Co
Ohio
$103K -$25.3K -235 -20%
FMT
619
First Mercantile Trust
Tennessee
$96K – – –
W
620
Wealthfront
California
$92K +$37.1K +338 +68%
HCM
621
Highlander Capital Management
New Jersey
$90.6K – – –
HL
622
Harding Loevner
New Jersey
$86K – – –
WA
623
Waverly Advisors
Alabama
$86K +$47K +436 +121%
BRWM
624
B. Riley Wealth Management
Tennessee
$83K -$10.7K -100 -11%
HFM
625
Hartford Financial Management
Connecticut
$83K – – –
23 24
25
26 27