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Elevance Health
ELV

Overview Fund Activity

763 hedge funds and large institutions have $35.4B invested in Elevance Health in 2015 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 300 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
20.04%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.74%
New
86
Increased
266
Reduced
300
Closed
76
Calls
$160M
Puts
$133M
Net Calls
+$26.6M
Net Calls Change
+$45.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$414M
2
ACM
Americafirst Capital Management
California
+$385M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
BA
BlackRock Advisors
Delaware
+$153M
5
VVP
Vulcan Value Partners
Alabama
+$144M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
4
UBS AM
UBS AM
Illinois
-$97.5M
5
SM
Seminole Management
New York
-$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
651
Guardian Life Insurance
New York
$173K -$40.8K -292 -19%
JWM
652
Jacobus Wealth Management
Wisconsin
$170K – – –
IR
653
Invictus RG
Bermuda
$169K +$169K +1,211 New
QCG
654
Quadrant Capital Group
Ohio
$162K +$2.58K +19 +2%
HR
655
Howe & Rusling
New York
$156K -$138K -986 -47%
SC
656
SRB Corp
Massachusetts
$154K +$5.85K +42 +4%
ADL
657
Asset Dedication LLC
California
$152K +$152K +1,093 New
PCM
658
Prelude Capital Management
New York
$141K +$141K +1,010 New
VFA
659
Virtus Fund Advisers
Connecticut
$138K – – –
GS
660
GAM Systematic
United Kingdom
$137K -$345K -2,469 -72%
SNT
661
Security National Trust
West Virginia
$135K – – –
BC
662
Bartlett & Co
Ohio
$122K – – –
HL
663
Harding Loevner
New Jersey
$112K – – –
CFG
664
Citizens Financial Group
Rhode Island
$112K +$112K +804 New
SAMC
665
Shinko Asset Management Company
Japan
$104K – – –
DA
666
Dunvegan Associates
California
$102K – – –
First Manhattan
667
First Manhattan
New York
$101K – – –
AIA
668
Allegis Investment Advisors
Idaho
$98K +$98K +706 New
CG
669
Colony Group
Massachusetts
$96K – – –
CCMW
670
Cypress Capital Management (Wyoming)
Wyoming
$86.5K – – –
NYLT
671
New York Life Trust
New York
$85K -$61.9K -442 -42%
FCCM
672
First City Capital Management
Georgia
$83.7K – – –
GWM
673
Gupta Wealth Management
California
$76K +$418 +3 +0.6%
AIM
674
Advantage Investment Management
Iowa
$73K -$43.5K -312 -37%
S
675
SignatureFD
Georgia
$72K +$6.38K +46 +10%
25 26
27
28 29