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Elevance Health
ELV

Overview Fund Activity

639 hedge funds and large institutions have $23.9B invested in Elevance Health in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 230 increasing their positions, 242 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
639
Holders Change
+26
Holders Change %
+4.24%
% of All Funds
18.56%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.67%
New
74
Increased
230
Reduced
242
Closed
45
Calls
$242M
Puts
$323M
Net Calls
-$80.5M
Net Calls Change
-$156M

Top Buyers

1
CS
Credit Suisse
Switzerland
$251M
2
Ameriprise
Ameriprise
Minnesota
$150M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$144M
4
JHIU
Janus Henderson Investors US
Colorado
$122M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$149M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$262M
2
Capital World Investors
Capital World Investors
California
$185M
3
Invesco
Invesco
Georgia
$730M
4
OH
Orbis Holdings
Bermuda
$350M
5
Franklin Resources
Franklin Resources
California
$359M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
626
Private Trust Company
Ohio
$9K – – –
LFR
627
Lehman Financial Resources
Pennsylvania
$8K – – –
FAM
628
Fred Alger Management
New York
$8K +$8K +83 New
ASN
629
Advisory Services Network
Georgia
$8K +$8K +83 New
ATC
630
Adirondack Trust Company
New York
$7K – – –
FHA
631
First Horizon Advisors
Tennessee
$7K – – –
WA
632
WFG Advisors
Texas
$7K +$7K +75 New
CAW
633
Cornerstone Advisors (Washington)
Washington
$5K – – –
NES
634
New England Securities
New York
$5K – – –
SMG
635
Spectrum Management Group
Indiana
$5K +$5K +50 New
WC
636
Whitnell & Co
Illinois
$4K – – –
WIC
637
Willis Investment Counsel
Georgia
$3.81K -$4.56K -49,310 -54%
CFA
638
Carroll Financial Associates
North Carolina
$3K -$4.5K -60 -60%
OC
639
Oakworth Capital
Alabama
$2K +$2K +19 New
MIM
640
Marco Investment Management
Georgia
$286 – – –
WRF
641
Waddell & Reed Financial
Kansas
– -$28.6M -341,715 Closed
CII
642
CR Intrinsic Investors
Connecticut
– -$27.2M -325,000 Closed
HM
643
HealthCor Management
New York
– -$14.6M -175,000 Closed
ACM
644
Accipiter Capital Management
Florida
– -$11.6M -138,728 Closed
SAM
645
Symphony Asset Management
California
– -$11.6M -138,500 Closed
WA
646
Wasatch Advisors
Utah
– -$10.5M -125,282 Closed
ARTA
647
A.R.T. Advisors
New York
– -$7.6M -90,934 Closed
T
648
TOBAM
France
– -$6.76M -80,792 Closed
CIM
649
Contrarius Investment Management
Jersey
– -$5.56M -66,447 Closed
BA
650
Bridgewater Associates
Connecticut
– -$4.94M -59,026 Closed
24 25
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