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Elevance Health
ELV

Overview Fund Activity

719 hedge funds and large institutions have $30.1B invested in Elevance Health in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 219 increasing their positions, 303 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
719
Holders Change
+13
Holders Change %
+1.84%
% of All Funds
19.19%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
97
Increased
219
Reduced
303
Closed
75
Calls
$167M
Puts
$347M
Net Calls
-$180M
Net Calls Change
-$291M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$122M
2
JHIU
Janus Henderson Investors US
Colorado
+$73.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$71.1M
4
Millennium Management
Millennium Management
New York
+$62.3M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$54.7M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$1.37B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$323M
3
FPA
First Pacific Advisors
California
-$191M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$119M
5
Invesco
Invesco
Georgia
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
701
Financial Architects (New Jersey)
New Jersey
$11K – – –
LFR
702
Lehman Financial Resources
Pennsylvania
$11K – – –
KIG
703
Kessler Investment Group
Indiana
$11K +$11K +88 New
TWA
704
TCI Wealth Advisors
Arizona
$10K – – –
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$8.8K – – –
SIA
706
Stancorp Investment Advisers
Oregon
$8K +$8K +65 New
CHP
707
Cable Hill Partners
Oregon
$7K +$7K +52 New
RFA
708
Reilly Financial Advisors
California
$7K +$7K +53 New
LWA
709
Lenox Wealth Advisors
New York
$7K +$7K +55 New
NES
710
New England Securities
New York
$6K – – –
ANBT
711
American National Bank & Trust
Texas
$6K – – –
TSW
712
Thompson Siegel & Walmsley
Virginia
$6K – – –
WC
713
Whitnell & Co
Illinois
$6K – – –
VCM
714
Vigilant Capital Management
Maine
$6K +$4.27K +32 +246%
FTC
715
Farmers Trust Company
Ohio
$5.64K -$5.23M -40,834 -100%
BPM
716
Bowling Portfolio Management
Ohio
$5.23K -$1.18K -9,378 -18%
CWM
717
Catamount Wealth Management
Connecticut
$3K +$3K +25 New
BRWA
718
B. Riley Wealth Advisors
Florida
$2.96K +$1.47K +2,166 +99%
OC
719
Oakworth Capital
Alabama
$2K – – –
GI
720
Gradient Investments
Minnesota
$1K – – –
FPA
721
First Pacific Advisors
California
– -$191M -1,595,100 Closed
ERM
722
Elm Ridge Management
New York
– -$31.3M -261,285 Closed
CC
723
Carlson Capital
Texas
– -$22.9M -191,045 Closed
Marshall Wace
724
Marshall Wace
United Kingdom
– -$18M -150,648 Closed
EA
725
Euclid Advisors
Connecticut
– -$17.2M -143,390 Closed
27 28
29
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