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Elevance Health
ELV

Overview Fund Activity

706 hedge funds and large institutions have $30.4B invested in Elevance Health in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 221 increasing their positions, 308 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
706
Holders Change
+20
Holders Change %
+2.92%
% of All Funds
20.5%
Holding in Top 10
35
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.26%
% of All Funds
1.02%
New
67
Increased
221
Reduced
308
Closed
42
Calls
$420M
Puts
$309M
Net Calls
+$111M
Net Calls Change
+$193M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$405M
2
Fidelity International
Fidelity International
Bermuda
+$176M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$121M
4
VAM
Visium Asset Management
New York
+$117M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$96M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$282M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$172M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$120M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$99.1M
5
SCM
Sterling Capital Management
North Carolina
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
676
Peachtree Investment Advisors
Georgia
$24K +$24K +200 New
PTC
677
Private Trust Company
Ohio
$22K +$9.85K +81 +81%
CFSG
678
Community Financial Services Group
Vermont
$21K – – –
CBT
679
Central Bank & Trust
Kentucky
$20K – – –
SCP
680
Syntal Capital Partners
Texas
$20K – – –
MUMSS
681
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$17.8K +150 +1,500%
QAM
682
QCI Asset Management
New York
$18K – – –
MSFP
683
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
OIA
684
Optimum Investment Advisors
Illinois
$16K – – –
WF
685
WealthTrust Fairport
Ohio
$12K -$3.6K -30 -23%
CAW
686
Cornerstone Advisors (Washington)
Washington
$12K -$840 -7 -7%
KT
687
Kanaly Trust
Texas
$12K – – –
LNB
688
Ledyard National Bank
$12K – – –
MWP
689
MYCIO Wealth Partners
Pennsylvania
$12K – – –
TFO
690
Tarbox Family Office
California
$12K +$367 +3 +3%
HCC
691
Hirtle Callaghan & Co
Pennsylvania
$12K +$2.19K +19 +22%
LWM
692
LBA Wealth Management
Florida
$12K +$12K +100 New
MHS
693
M Holdings Securities
Oregon
$12K +$12K +16,500 New
LFR
694
Lehman Financial Resources
Pennsylvania
$11K – – –
FANJ
695
Financial Architects (New Jersey)
New Jersey
$11K +$11K +91 New
TWA
696
TCI Wealth Advisors
Arizona
$10K -$30.1K -250 -75%
ATC
697
Adirondack Trust Company
New York
$10K – – –
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$8.37K +$8.37K +70 New
TSW
699
Thompson Siegel & Walmsley
Virginia
$6K -$591K -4,925 -99%
NES
700
New England Securities
New York
$6K – – –
26 27
28
29 30