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Elevance Health
ELV

Overview Fund Activity

842 hedge funds and large institutions have $43.1B invested in Elevance Health in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
21.02%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.7%
New
66
Increased
268
Reduced
355
Closed
63
Calls
$159M
Puts
$321M
Net Calls
-$162M
Net Calls Change
-$53.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$142M
3
N
Natixis
France
+$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$111M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$102M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$772M
2
OAG
Orbis Allan Gray
Bermuda
-$256M
3
VVP
Vulcan Value Partners
Alabama
-$155M
4
Brown Advisory
Brown Advisory
Maryland
-$110M
5
AIM
Assured Investment Management
New York
-$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
601
FineMark National Bank & Trust
Florida
$514K +$28.1K +148 +6%
RIM
602
Regent Investment Management
Kentucky
$513K -$27.6K -145 -5%
HFS
603
HL Financial Services
Kentucky
$509K -$380 -2 -0.1%
MCA
604
Morris Capital Advisors
Pennsylvania
$508K +$2.28K +12 +0.5%
CCA
605
Checchi Capital Advisers
California
$502K -$20.9K -110 -4%
KCM
606
Kanawha Capital Management
Virginia
$499K – – –
CG
607
Caprock Group
Idaho
$496K -$19K -100 -4%
AIA
608
Affinity Investment Advisors
California
$488K – – –
QC
609
QCM Cayman
Texas
$477K +$477K +2,514 New
CB
610
Community Bank
New York
$475K – – –
CG
611
Colony Group
Massachusetts
$472K +$111K +584 +31%
CA
612
Cetera Advisors
Colorado
$465K +$465K +2,434 New
EFS
613
Essex Financial Services
Connecticut
$463K +$126K +665 +38%
IAA
614
Independent Advisor Alliance
North Carolina
$462K +$35.8K +188 +8%
FBFS
615
First Business Financial Services
Wisconsin
$457K +$457K +2,407 New
GG
616
Gofen & Glossberg
Illinois
$451K -$31.3K -165 -6%
WA
617
Waverly Advisors
Alabama
$449K -$286K -1,508 -39%
TNB
618
Thomasville National Bank
Georgia
$443K +$15K +79 +4%
TMAM
619
Tokio Marine Asset Management
Japan
$438K -$128K -672 -23%
EA
620
Edge Advisors
Georgia
$419K -$114K -602 -21%
HB
621
Homrich & Berg
Georgia
$419K +$419K +2,206 New
Dodge & Cox
622
Dodge & Cox
California
$418K -$12.2M -64,150 -97%
VRS
623
Virginia Retirement Systems
Virginia
$418K +$418K +2,200 New
SI
624
Scharf Investments
California
$414K -$22.4K -118 -5%
EWM
625
Evercore Wealth Management
New York
$408K – – –
23 24
25
26 27