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Elevance Health
ELV

Overview Fund Activity

779 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+28
Holders Change %
+3.73%
% of All Funds
21.01%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
1.02%
New
85
Increased
242
Reduced
315
Closed
48
Calls
$173M
Puts
$1.12B
Net Calls
-$942M
Net Calls Change
-$562M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$313M
3
BG
BlackRock Group
United Kingdom
+$103M
4
APG Asset Management
APG Asset Management
Netherlands
+$89.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$85.1M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$254M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$212M
3
Invesco
Invesco
Georgia
-$172M
4
SM
Seminole Management
New York
-$156M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
651
D.A. Davidson & Co
Montana
$252K -$42.1K -259 -14%
EFS
652
Essex Financial Services
Connecticut
$249K +$31.3K +191 +14%
HCC
653
Hirtle Callaghan & Co
Pennsylvania
$246K +$246K +1,500 New
PL
654
Perpetual Ltd
Australia
$243K – – –
EDRE
655
Edmond de Rothschild (Europe)
Luxembourg
$243K +$243K +1,480 New
JWM
656
Jacobus Wealth Management
Wisconsin
$242K -$72.3K -440 -23%
FBT
657
First Bankers Trust
Kentucky
$241K – – –
VAM
658
Visium Asset Management
New York
$237K -$125M -758,785 -100%
PA
659
Perceptive Advisors
New York
$236K +$236K +1,436 New
HCM
660
Highbridge Capital Management
New York
$236K +$236K +1,436 New
DWT
661
Dorsey & Whitney Trust
South Dakota
$236K +$236K +1,439 New
FT
662
Fiduciary Trust
Massachusetts
$233K – – –
BAS
663
Brown Advisory Securities
Maryland
$224K -$987 -6 -0.4%
AIM
664
Artemis Investment Management
United Kingdom
$221K -$7.79M -47,428 -97%
ITIM
665
Indiana Trust & Investment Management
Indiana
$221K -$7.37K -45 -3%
BFO
666
Boston Family Office
Massachusetts
$221K – – –
GJIC
667
Gamble Jones Investment Counsel
California
$219K +$164 +1 +0.1%
MCM
668
Manchester Capital Management
Vermont
$216K – – –
TAM
669
Tocqueville Asset Management
New York
$216K +$216K +1,316 New
WOC
670
West Oak Capital
California
$213K – – –
DR
671
Davis Rea
Ontario, Canada
$213K – – –
BPC
672
Banque Pictet & Cie
Switzerland
$212K +$212K +1,293 New
CS
673
Comerica Securities
Michigan
$208K +$208K +1,270 New
CD
674
Carl Domino
Florida
$207K -$82.1K -500 -28%
BP
675
Ballentine Partners
Massachusetts
$203K +$203K +1,235 New
25 26
27
28 29