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Elevance Health
ELV

Overview Fund Activity

759 hedge funds and large institutions have $34.8B invested in Elevance Health in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 298 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
759
Holders Change
-20
Holders Change %
-2.57%
% of All Funds
21.21%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.95%
New
66
Increased
266
Reduced
298
Closed
80
Calls
$142M
Puts
$161M
Net Calls
-$18.6M
Net Calls Change
+$924M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.08B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$561M
3
ACM
Americafirst Capital Management
California
+$304M
4
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$158M
5
WRF
Waddell & Reed Financial
Kansas
+$126M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$232M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$222M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$212M
4
Ameriprise
Ameriprise
Minnesota
-$205M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
701
Formidable Asset Management
Ohio
$33K +$138 +1 +0.4%
PSI
702
Pinnacle Summer Investments
Virginia
$32K +$32K +225 New
TSW
703
Thompson Siegel & Walmsley
Virginia
$31K – – –
LWM
704
LBA Wealth Management
Florida
$31K – – –
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$986 +7 +3%
WA
706
Waverly Advisors
Alabama
$30K +$19.5K +140 +187%
WEC
707
Winslow Evans & Crocker
Massachusetts
$29.3K -$624K -4,476 -96%
AWM
708
AllSquare Wealth Management
New York
$29K – – –
ZB
709
Zions Bancorporation
Utah
$29K +$29K +217 New
HDIM
710
Hanson & Doremus Investment Management
Vermont
$28K – – –
MSFP
711
Mark Sheptoff Financial Planning
Connecticut
$28K +$6.36K +45 +29%
Nuveen Asset Management
712
Nuveen Asset Management
Illinois
$27K +$932 +6,656 +4%
CFSG
713
Community Financial Services Group
Vermont
$25K – – –
TDC
714
Thompson Davis & Co
Virginia
$25K +$140 +1 +0.6%
CBT
715
Central Bank & Trust
Kentucky
$24K – – –
NIMI
716
Natixis Investment Managers International
France
$22K -$404K -2,843 -95%
IWM
717
Integrated Wealth Management
California
$22K -$2.08K -15 -9%
TSU
718
TD Securities (USA)
New York
$21K -$15.1M -106,987 -100%
QAM
719
QCI Asset Management
New York
$21K – – –
CAW
720
Cornerstone Advisors (Washington)
Washington
$20K +$3.61K +26 +22%
SFWA
721
Summit Financial Wealth Advisors
Louisiana
$19K – – –
FPFS
722
First Personal Financial Services
North Carolina
$19K – – –
DVM
723
Dreman Value Management
Florida
$18K +$18K +125 New
SCP
724
Syntal Capital Partners
Texas
$17K – – –
WA
725
WFG Advisors
Texas
$15K -$57K -395 -79%
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