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Elevance Health
ELV

Overview Fund Activity

686 hedge funds and large institutions have $26.8B invested in Elevance Health in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 279 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+25
Holders Change %
+3.78%
% of All Funds
19.73%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
1.12%
New
67
Increased
227
Reduced
279
Closed
37
Calls
$209M
Puts
$291M
Net Calls
-$82.6M
Net Calls Change
-$133M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$504M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$561M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.06B
4
Viking Global Investors
Viking Global Investors
Connecticut
$103M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$79.3M

Top Sellers

1
OH
Orbis Holdings
Bermuda
$0
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$129M
3
Franklin Resources
Franklin Resources
California
$2.21M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B
5
SB
Suntrust Banks
Georgia
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
651
Smithfield Trust
Pennsylvania
$32K +$7.72K +70 +32%
WA
652
WFG Advisors
Texas
$29K -$4.36K -40 -13%
PSI
653
Pinnacle Summer Investments
Virginia
$29K +$4.38K +40 +18%
BPBT
654
Boston Private Bank & Trust
Massachusetts
$27K – – –
FAM
655
Formidable Asset Management
Ohio
$25K +$106 +1 +0.4%
FAM
656
Fred Alger Management
New York
$24K +$7.57K +70 +46%
WEC
657
Winslow Evans & Crocker
Massachusetts
$22.5K – – –
NCM
658
Nelson Capital Management
California
$22K – – –
HDIM
659
Hanson & Doremus Investment Management
Vermont
$22K – – –
ST
660
Stifel Trust
Missouri
$22K – – –
CFSG
661
Community Financial Services Group
Vermont
$18K – – –
SCP
662
Syntal Capital Partners
Texas
$18K – – –
CBT
663
Central Bank & Trust
Kentucky
$16K – – –
QAM
664
QCI Asset Management
New York
$16K – – –
MSFP
665
Mark Sheptoff Financial Planning
Connecticut
$16K +$106 +1 +0.7%
OIA
666
Optimum Investment Advisors
Illinois
$14K – – –
WF
667
WealthTrust Fairport
Ohio
$14K +$14K +130 New
CAW
668
Cornerstone Advisors (Washington)
Washington
$12K – – –
PTC
669
Private Trust Company
Ohio
$11K – – –
MWP
670
MYCIO Wealth Partners
Pennsylvania
$11K +$108 +1 +1%
TDC
671
Thompson Davis & Co
Virginia
$11K +$108 +1 +1%
KT
672
Kanaly Trust
Texas
$11K +$1.5K +14 +16%
LNB
673
Ledyard National Bank
$11K +$11K +100 New
LFR
674
Lehman Financial Resources
Pennsylvania
$10K – – –
TFO
675
Tarbox Family Office
California
$10K – – –
25 26
27
28 29