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Elevance Health
ELV

Overview Fund Activity

759 hedge funds and large institutions have $34.8B invested in Elevance Health in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 298 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-20
Holders Change %
-2.57%
% of All Funds
21.21%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.95%
New
66
Increased
266
Reduced
298
Closed
80
Calls
$142M
Puts
$161M
Net Calls
-$18.6M
Net Calls Change
+$924M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$561M
3
ACM
Americafirst Capital Management
California
+$304M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$158M
5
WRF
Waddell & Reed Financial
Kansas
+$126M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$232M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$222M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
4
Ameriprise
Ameriprise
Minnesota
-$205M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHC
601
Meyer Handelman Company
New York
$294K – – –
PGFC
602
Peapack-Gladstone Financial Corp
New Jersey
$294K – – –
MCM
603
MAI Capital Management
Ohio
$291K – – –
WIA
604
Westbourne Investment Advisors
Maryland
$290K -$14K -100 -5%
EBSAM
605
Eubel Brady & Suttman Asset Management
Ohio
$287K -$7.7K -55 -3%
FBFS
606
First Business Financial Services
Wisconsin
$286K +$1.12K +8 +0.4%
IMOV
607
Investment Management of Virginia
Virginia
$284K – – –
WTB
608
Washington Trust Bank
Washington
$283K +$37.7K +269 +15%
CCC
609
Chelsea Counsel Company
California
$280K – – –
TYCC
610
Texas Yale Capital Corp
Florida
$280K – – –
ID
611
Integral Derivatives
New York
$279K +$279K +1,991 New
SIG
612
Schooner Investment Group
Pennsylvania
$278K -$278K -2,000 -50%
FIM
613
Freedom Investment Management
Connecticut
$274K -$106K -1,209 -28%
MCM
614
Monarch Capital Management
Indiana
$274K – – –
HHGA
615
Halbert Hargrove Global Advisors
California
$264K -$289K -2,063 -52%
Pacer Advisors
616
Pacer Advisors
Pennsylvania
$260K – – –
CPO
617
Cerity Partners OCIO
New York
$260K +$33K +235 +15%
Capital World Investors
618
Capital World Investors
California
$258K – – –
ARMT
619
Amica Retiree Medical Trust
Rhode Island
$254K – – –
RG
620
Rathbones Group
United Kingdom
$253K – – –
BG
621
Bahl & Gaynor
Ohio
$253K +$3.92K +28 +2%
CCM
622
Compton Capital Management
Rhode Island
$250K – – –
PAIA
623
Park Avenue Institutional Advisers
New York
$244K -$8.27K -59 -3%
DG
624
Davidson & Garrard
Virginia
$242K +$14K +100 +6%
VFA
625
Voya Financial Advisors
Connecticut
$239K +$826 +6 +0.3%
23 24
25
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