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Elevance Health
ELV

Overview Fund Activity

661 hedge funds and large institutions have $25.2B invested in Elevance Health in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 197 increasing their positions, 287 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
661
Holders Change
+22
Holders Change %
+3.44%
% of All Funds
19.1%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.87%
New
75
Increased
197
Reduced
287
Closed
46
Calls
$231M
Puts
$180M
Net Calls
+$50.2M
Net Calls Change
+$131M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$560M
2
GCM
Glenview Capital Management
New York
+$421M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$355M
4
VVP
Vulcan Value Partners
Alabama
+$137M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$121M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$424M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$284M
3
CS
Credit Suisse
Switzerland
-$201M
4
Capital World Investors
Capital World Investors
California
-$199M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
626
Smithfield Trust
Pennsylvania
$22K – – –
FAM
627
Formidable Asset Management
Ohio
$22K +$94 +1 +0.4%
WEC
628
Winslow Evans & Crocker
Massachusetts
$20.8K – – –
HDIM
629
Hanson & Doremus Investment Management
Vermont
$20K – – –
ST
630
Stifel Trust
Missouri
$20K – – –
NCM
631
Nelson Capital Management
California
$20K +$20K +200 New
PMFA
632
Plante Moran Financial Advisors
Michigan
$20K +$20K +200 New
MUMSS
633
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K -$19K -190 -50%
CBT
634
Central Bank & Trust
Kentucky
$17K – – –
CFSG
635
Community Financial Services Group
Vermont
$17K +$17K +175 New
QAM
636
QCI Asset Management
New York
$15K -$5.1K -50 -25%
FAM
637
Fred Alger Management
New York
$15K +$6.81K +69 +83%
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$15K +$15K +150 New
OIA
639
Optimum Investment Advisors
Illinois
$13K – – –
CFA
640
Carroll Financial Associates
North Carolina
$13K +$9.12K +94 +235%
CAW
641
Cornerstone Advisors (Washington)
Washington
$11K +$5.86K +57 +114%
SSG
642
Summit Securities Group
New York
$10K -$480K -4,800 -98%
TAM
643
Tocqueville Asset Management
New York
$10K -$70K -700 -88%
HCC
644
Hirtle Callaghan & Co
Pennsylvania
$10K -$190 -2 -2%
PTC
645
Private Trust Company
Ohio
$10K – – –
MWP
646
MYCIO Wealth Partners
Pennsylvania
$10K – – –
TDC
647
Thompson Davis & Co
Virginia
$10K +$10K +101 New
TFO
648
Tarbox Family Office
California
$9K -$49.4K -521 -85%
LFR
649
Lehman Financial Resources
Pennsylvania
$9K – – –
KT
650
Kanaly Trust
Texas
$9K +$9K +89 New
24 25
26
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