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Elevance Health
ELV

Overview Fund Activity

842 hedge funds and large institutions have $43.1B invested in Elevance Health in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
21.02%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.7%
New
66
Increased
268
Reduced
355
Closed
63
Calls
$159M
Puts
$321M
Net Calls
-$162M
Net Calls Change
-$53.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$142M
3
N
Natixis
France
+$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$111M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$102M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$772M
2
OAG
Orbis Allan Gray
Bermuda
-$256M
3
VVP
Vulcan Value Partners
Alabama
-$155M
4
Brown Advisory
Brown Advisory
Maryland
-$110M
5
AIM
Assured Investment Management
New York
-$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
651
Berkshire Asset Management
Pennsylvania
$348K – – –
BHWM
652
Bar Harbor Wealth Management
New Hampshire
$340K – – –
CHC
653
City Holding Co
West Virginia
$337K +$3.8K +20 +1%
DWT
654
Dorsey & Whitney Trust
South Dakota
$337K +$107K +563 +46%
SM
655
Sciencast Management
New Jersey
$335K -$34.8K -165 -9%
FCIM
656
Fairview Capital Investment Management
California
$334K – – –
SPC
657
Sigma Planning Corp
Michigan
$334K +$66.2K +349 +25%
WCM
658
Washington Capital Management
Washington
$332K – – –
FTC
659
Farmers Trust Company
Ohio
$331K -$6.64K -35 -2%
MA
660
MUFG Americas
New York
$328K -$411K -2,166 -56%
DHFB
661
Dixon Hubard Feinour & Brown
Virginia
$326K – – –
S
662
SignatureFD
Georgia
$326K +$12.7K +67 +4%
CCM
663
Compton Capital Management
Rhode Island
$321K – – –
WAM
664
Wealthspire Advisors (Maryland)
Maryland
$320K -$13.1K -69 -4%
AWM
665
Arbor Wealth Management
Florida
$317K – – –
SRC
666
Shufro Rose & Co
New York
$313K – – –
BAM
667
Belpointe Asset Management
Nevada
$309K +$309K +1,627 New
FAAS
668
First Allied Advisory Services
California
$296K -$47.7K -250 -14%
LWAC
669
Laurel Wealth Advisors (California)
California
$295K +$295K +1,557 New
VFA
670
Voya Financial Advisors
Connecticut
$294K -$11.2K -59 -4%
YWP
671
YorkBridge Wealth Partners
New York
$294K – – –
PCMC
672
Paragon Capital Management (Colorado)
Colorado
$294K +$294K +1,550 New
CPO
673
Cerity Partners OCIO
New York
$288K -$3.61K -19 -1%
CAN
674
Cetera Advisor Networks
California
$287K -$32.2K -171 -10%
Fuller & Thaler Asset Management
675
Fuller & Thaler Asset Management
California
$285K +$285K +1,500 New
25 26
27
28 29