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Elevance Health
ELV

Overview Fund Activity

779 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+28
Holders Change %
+3.73%
% of All Funds
21.01%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
1.02%
New
85
Increased
242
Reduced
315
Closed
48
Calls
$173M
Puts
$1.12B
Net Calls
-$942M
Net Calls Change
-$562M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$313M
3
BG
BlackRock Group
United Kingdom
+$103M
4
APG Asset Management
APG Asset Management
Netherlands
+$89.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$85.1M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$254M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$212M
3
Invesco
Invesco
Georgia
-$172M
4
SM
Seminole Management
New York
-$156M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
701
WFG Advisors
Texas
$82K +$164 +1 +0.2%
DAM
702
Delta Asset Management
Tennessee
$79K – – –
IMS
703
Index Management Solutions
Pennsylvania
$76K +$42.7K +261 +128%
CCMW
704
Cypress Capital Management (Wyoming)
Wyoming
$70.6K +$5.75K +35 +9%
CIM
705
CenturyLink Investment Management
Colorado
$70K -$1.14K -7 -2%
BRWM
706
B. Riley Wealth Management
Tennessee
$65K – – –
S
707
SignatureFD
Georgia
$65K +$1.82K +11 +3%
GC
708
Globeflex Capital
California
$65K +$65K +398 New
KT
709
Kanaly Trust
Texas
$62K +$25.8K +158 +71%
GAM
710
Gemmer Asset Management
California
$60K – – –
FHA
711
First Horizon Advisors
Tennessee
$53K +$6.36K +39 +14%
UFA
712
US Financial Advisors
Massachusetts
$52K – – –
CAL
713
Capital Analysts LLC
Pennsylvania
$49.9K +$10K +61 +25%
PMFA
714
Plante Moran Financial Advisors
Michigan
$49K – – –
BFEC
715
Benjamin F. Edwards & Company
Missouri
$49K – – –
BCM
716
Brookstone Capital Management
Illinois
$46K +$46K +280 New
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$45K – – –
HFM
718
Hartford Financial Management
Connecticut
$45K +$45K +280 New
BL
719
Balentine LLC
Georgia
$44K – – –
ST
720
Smithfield Trust
Pennsylvania
$41K -$6.94K -42 -14%
HCM
721
Highlander Capital Management
New Jersey
$41K – – –
AWS
722
Aris Wealth Services
Pennsylvania
$39K – – –
FAM
723
Formidable Asset Management
Ohio
$39K +$164 +1 +0.4%
CFA
724
Carroll Financial Associates
North Carolina
$38K +$15.1K +92 +66%
TSW
725
Thompson Siegel & Walmsley
Virginia
$36K +$23.7K +145 +193%
27 28
29
30 31