ELV icon

Elevance Health
ELV

Overview Fund Activity

781 hedge funds and large institutions have $33.7B invested in Elevance Health in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 318 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+49
Holders Change %
+6.69%
% of All Funds
19.55%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.68%
New
113
Increased
242
Reduced
318
Closed
52
Calls
$163M
Puts
$228M
Net Calls
-$65.2M
Net Calls Change
-$6.52M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
O
OrbiMed
New York
+$147M
4
TP
Third Point
New York
+$144M
5
OAG
Orbis Allan Gray
Bermuda
+$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$170M
3
WRF
Waddell & Reed Financial
Kansas
-$156M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$123M
5
Bank of America
Bank of America
North Carolina
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
651
Summit Securities Group
New York
$201K +$201K +1,400 New
AIM
652
Artemis Investment Management
United Kingdom
$200K -$12.6M -87,141 -98%
FMLI
653
Fukoku Mutual Life Insurance
Japan
$187K – – –
AA
654
Apriem Advisors
California
$184K +$4.31K +30 +2%
SC
655
SRB Corp
Massachusetts
$175K – – –
CWM
656
Cedar Wealth Management
California
$161K -$128K -895 -44%
CMBA
657
C.M. Bidwell & Associates
Hawaii
$153K +$153K +1,065 New
SWA
658
Sutton Wealth Advisors
Florida
$152K +$431 +3 +0.3%
ARMT
659
Amica Retiree Medical Trust
Rhode Island
$150K -$73.2K -509 -33%
GLI
660
Guardian Life Insurance
New York
$145K +$3.74K +26 +3%
VFA
661
Virtus Fund Advisers
Connecticut
$142K – – –
ADL
662
Asset Dedication LLC
California
$138K +$144 +1 +0.1%
NYLT
663
New York Life Trust
New York
$136K -$4.62K -32 -3%
BC
664
Bartlett & Co
Ohio
$126K – – –
SNT
665
Security National Trust
West Virginia
$122K -$14.4K -100 -11%
IIC
666
Integrated Investment Consultants
Michigan
$122K – – –
NFG
667
Next Financial Group
Texas
$121K +$5.88K +41 +5%
MCM
668
Manchester Capital Management
Vermont
$112K – – –
SIA
669
SeaBridge Investment Advisors
New Jersey
$107K – – –
SIC
670
Salem Investment Counselors
North Carolina
$101K – – –
FANJ
671
Financial Architects (New Jersey)
New Jersey
$97K -$20K -139 -17%
CFG
672
Citizens Financial Group
Rhode Island
$88K -$5.77K -40 -6%
WIM
673
Westside Investment Management
California
$86.8K +$86.8K +595 New
JIC
674
Joel Isaacson & Co
New York
$80K – – –
Cohen & Steers
675
Cohen & Steers
New York
$78K -$65.6K -457 -46%
25 26
27
28 29