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Elevance Health
ELV

Overview Fund Activity

751 hedge funds and large institutions have $36.3B invested in Elevance Health in 2015 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 324 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+32
Holders Change %
+4.45%
% of All Funds
20.03%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.17%
New
98
Increased
216
Reduced
324
Closed
60
Calls
$119M
Puts
$499M
Net Calls
-$381M
Net Calls Change
-$200M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
2
BA
BlackRock Advisors
Delaware
$378M
3
Boston Partners
Boston Partners
Massachusetts
$345M
4
GCM
Glenview Capital Management
New York
$756M
5
BIM
BlackRock Investment Management
Delaware
$207M

Top Sellers

1
BTS
BB&T Securities
Virginia
$386M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$109M
5
VVP
Vulcan Value Partners
Alabama
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
701
Piershale Financial Group
Illinois
$33K +$33K +216 New
AWM
702
AllSquare Wealth Management
New York
$32K – – –
IC
703
Intersect Capital
California
$32K +$152 +1 +0.5%
ZB
704
Zions Bancorporation
Utah
$32K +$32K +210 New
IMS
705
Index Management Solutions
Pennsylvania
$31K -$54.6K -359 -64%
MIP
706
Mondrian Investment Partners
United Kingdom
$31K – – –
HDIM
707
Hanson & Doremus Investment Management
Vermont
$31K – – –
PIA
708
Peachtree Investment Advisors
Georgia
$31K – – –
CFSG
709
Community Financial Services Group
Vermont
$27K – – –
CBT
710
Central Bank & Trust
Kentucky
$26K – – –
QT
711
Quantbot Technologies
New York
$25K -$1.53M -10,246 -98%
MUS
712
Mitsubishi UFJ Securities
Japan
$25K +$25K +160 New
MSFP
713
Mark Sheptoff Financial Planning
Connecticut
$24K +$157 +1 +0.7%
IWM
714
Integrated Wealth Management
California
$24K +$24K +159 New
QAM
715
QCI Asset Management
New York
$23K – – –
WCM
716
Wealthcare Capital Management
Virginia
$23K +$23K +149 New
CFA
717
Carroll Financial Associates
North Carolina
$22K – – –
SFWA
718
Summit Financial Wealth Advisors
Louisiana
$22K – – –
FPFS
719
First Personal Financial Services
North Carolina
$21K – – –
FANJ
720
Financial Architects (New Jersey)
New Jersey
$20K +$6.11K +40 +44%
MWAN
721
Mariner Wealth Advisors (NYC)
Kansas
$20K +$20K +131 New
CAW
722
Cornerstone Advisors (Washington)
Washington
$18K – – –
CFG
723
CKW Financial Group
Hawaii
$17K +$17K +110 New
MWP
724
MYCIO Wealth Partners
Pennsylvania
$16K +$155 +1 +1%
TFO
725
Tarbox Family Office
California
$15K – – –
27 28
29
30 31