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Elevance Health
ELV

Overview Fund Activity

779 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+28
Holders Change %
+3.73%
% of All Funds
21.01%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
1.02%
New
85
Increased
242
Reduced
315
Closed
48
Calls
$173M
Puts
$1.12B
Net Calls
-$942M
Net Calls Change
-$562M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$313M
3
BG
BlackRock Group
United Kingdom
+$103M
4
APG Asset Management
APG Asset Management
Netherlands
+$89.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$85.1M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$254M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$212M
3
Invesco
Invesco
Georgia
-$172M
4
SM
Seminole Management
New York
-$156M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
601
Rafferty Asset Management
New York
$428K +$428K +2,605 New
FA
602
FMA Advisory
Pennsylvania
$423K +$423K +2,576 New
AUB
603
Atlantic Union Bankshares
Virginia
$410K +$31.8K +194 +8%
AGM
604
Alpine Global Management
New York
$409K -$291K -1,770 -42%
CC
605
Cipher Capital
New York
$408K +$408K +2,489 New
MAM
606
Mizuho Asset Management
Japan
$401K +$116K +708 +41%
BHWM
607
Bar Harbor Wealth Management
New Hampshire
$387K -$83.8K -510 -18%
WRM
608
Westport Resources Management
Connecticut
$379K – – –
BRWA
609
B. Riley Wealth Advisors
Florida
$374K +$35.2K +214 +10%
HF
610
HRT Financial
New York
$368K +$368K +2,244 New
HR
611
Howe & Rusling
New York
$359K -$124K -758 -26%
MFS
612
MSI Financial Services
Massachusetts
$357K -$22.8K -139 -6%
WIA
613
Westbourne Investment Advisors
Maryland
$356K +$356K +2,170 New
KCM
614
Kornitzer Capital Management
Kansas
$353K -$24.6K -150 -7%
EBSAM
615
Eubel Brady & Suttman Asset Management
Ohio
$346K -$16.8M -102,489 -98%
MHC
616
Meyer Handelman Company
New York
$345K – – –
PGFC
617
Peapack-Gladstone Financial Corp
New Jersey
$345K – – –
MCM
618
MAI Capital Management
Ohio
$341K -$46K -280 -12%
CA
619
Cetera Advisors
Colorado
$340K -$2.29K -14 -0.7%
WA
620
Winfield Associates
Ohio
$336K +$73.8K +450 +28%
FBFS
621
First Business Financial Services
Wisconsin
$334K +$334K +2,032 New
IMOV
622
Investment Management of Virginia
Virginia
$333K – – –
USGIU
623
U.S. Global Investors (USGI)
Texas
$328K – – –
TYCC
624
Texas Yale Capital Corp
Florida
$328K – – –
CCC
625
Chelsea Counsel Company
California
$328K +$98.4K +600 +43%
23 24
25
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