ELV icon

Elevance Health
ELV

Overview Fund Activity

763 hedge funds and large institutions have $35.4B invested in Elevance Health in 2015 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 300 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
20.04%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.74%
New
86
Increased
266
Reduced
300
Closed
76
Calls
$160M
Puts
$133M
Net Calls
+$26.6M
Net Calls Change
+$45.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$414M
2
ACM
Americafirst Capital Management
California
+$385M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
BA
BlackRock Advisors
Delaware
+$153M
5
VVP
Vulcan Value Partners
Alabama
+$144M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
4
UBS AM
UBS AM
Illinois
-$97.5M
5
SM
Seminole Management
New York
-$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
701
Lenox Wealth Management
Ohio
$37K +$37K +268 New
HCM
702
Highlander Capital Management
New Jersey
$35K – – –
VCM
703
Versant Capital Management
Arizona
$34K +$34K +247 New
FAM
704
Formidable Asset Management
Ohio
$32K – – –
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$32K +$2.37K +17 +8%
CFA
706
Carroll Financial Associates
North Carolina
$31K -$1.93K -14 -6%
LWM
707
LBA Wealth Management
Florida
$31K – – –
ZB
708
Zions Bancorporation
Utah
$31K +$4.09K +33 +15%
WEC
709
Winslow Evans & Crocker
Massachusetts
$29.2K +$276 +2 +1%
AWM
710
AllSquare Wealth Management
New York
$29K – – –
JGIA
711
Jackson Grant Investment Advisers
Connecticut
$29K +$29K +209 New
HWP
712
Hefty Wealth Partners
Indiana
$29K +$29K +210 New
HDIM
713
Hanson & Doremus Investment Management
Vermont
$28K – – –
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
Nuveen Asset Management
715
Nuveen Asset Management
Illinois
$26.8K -$33 -238 -0.1%
TC
716
Trust Company
Kansas
$24.4K -$9.34K -67 -28%
TDC
717
Thompson Davis & Co
Virginia
$24K -$411 -3 -2%
AOWM
718
Alpha Omega Wealth Management
Virginia
$24K +$24K +175 New
MPWT
719
MassMutual Private Wealth & Trust
Connecticut
$23.7K +$13.9K +100 +143%
CBT
720
Central Bank & Trust
Kentucky
$23K – – –
IWM
721
Integrated Wealth Management
California
$23K +$836 +6 +4%
AFP
722
Ausdal Financial Partners
Iowa
$23K +$23K +167 New
QAM
723
QCI Asset Management
New York
$20K – – –
CAW
724
Cornerstone Advisors (Washington)
Washington
$18K -$1.94K -14 -10%
DPA
725
Delphi Private Advisors
California
$17K +$17K +122 New
27 28
29
30 31