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Elevance Health
ELV

Overview Fund Activity

849 hedge funds and large institutions have $43.8B invested in Elevance Health in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 326 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+56
Holders Change %
+7.06%
% of All Funds
21.2%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
1.05%
New
104
Increased
285
Reduced
326
Closed
45
Calls
$141M
Puts
$250M
Net Calls
-$109M
Net Calls Change
-$104M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$211M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
UBS AM
UBS AM
Illinois
+$133M
4
AIM
Assured Investment Management
New York
+$111M
5
Brown Advisory
Brown Advisory
Maryland
+$90.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$220M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
601
Clear Harbor Asset Management
Connecticut
$541K – – –
SI
602
SII Investments
Wisconsin
$537K +$27.6K +147 +5%
RIM
603
Regent Investment Management
Kentucky
$535K – – –
MMPW
604
Mitchell McLeod Pugh & Williams
Alabama
$534K +$20.7K +110 +4%
EA
605
Edge Advisors
Georgia
$529K -$23.4K -125 -4%
CG
606
Clinton Group
New York
$528K -$1.88M -10,021 -78%
CCA
607
Checchi Capital Advisers
California
$518K -$13.9K -74 -3%
SS
608
Simplicity Solutions
Minnesota
$515K -$114K -606 -18%
RCAMU
609
Rothschild & Co Asset Management US
Connecticut
$512K -$53.8K -286 -10%
DG
610
Davidson & Garrard
Virginia
$510K -$56.4K -300 -10%
CG
611
Caprock Group
Idaho
$510K +$24.5K +130 +5%
CA
612
Cullinan Associates
Kentucky
$508K -$9.41K -50 -2%
HFS
613
HL Financial Services
Kentucky
$504K -$3.76K -20 -0.7%
MCA
614
Morris Capital Advisors
Pennsylvania
$501K -$1.69K -9 -0.3%
WIA
615
Westbourne Investment Advisors
Maryland
$499K -$85.7K -455 -15%
GT
616
Greenleaf Trust
Michigan
$496K +$246K +1,308 +98%
IPC
617
Independent Portfolio Consultants
Florida
$494K -$201K -1,069 -29%
KCM
618
Kanawha Capital Management
Virginia
$494K – – –
AIA
619
Affinity Investment Advisors
California
$483K – – –
FNBT
620
FineMark National Bank & Trust
Florida
$482K -$2.26K -12 -0.5%
NWP
621
Northstar Wealth Partners
Connecticut
$482K – – –
GG
622
Gofen & Glossberg
Illinois
$478K +$2.82K +15 +0.6%
BAS
623
Brown Advisory Securities
Maryland
$471K +$214K +1,137 +83%
CB
624
Community Bank
New York
$470K – – –
BCM
625
Bayesian Capital Management
New York
$465K +$465K +2,474 New
23 24
25
26 27