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Elevance Health
ELV

Overview Fund Activity

768 hedge funds and large institutions have $32.6B invested in Elevance Health in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 273 increasing their positions, 307 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
768
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
20.5%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.56%
New
69
Increased
273
Reduced
307
Closed
57
Calls
$91.7M
Puts
$118M
Net Calls
-$26.3M
Net Calls Change
-$52.9M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
$349M
2
Bank of America
Bank of America
North Carolina
$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
4
PHS
PFM Health Sciences
California
$72.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$674M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.42B
3
AQR Capital Management
AQR Capital Management
Connecticut
$269M
4
GCM
Glenview Capital Management
New York
$507M
5
JHIU
Janus Henderson Investors US
Colorado
$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
701
Anchor Investment Management
South Carolina
$41.7K +$41.7K +300 New
TWA
702
TCI Wealth Advisors
Arizona
$41K – – –
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$38K -$691 -5 -2%
HFM
704
Hartford Financial Management
Connecticut
$38K – – –
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$6.22K +45 +20%
LWM
706
Lenox Wealth Management
Ohio
$37K – – –
ZB
707
Zions Bancorporation
Utah
$37K +$725 +5 +2%
FAM
708
Formidable Asset Management
Ohio
$35K +$146 +1 +0.4%
BC
709
Barnett & Company
Tennessee
$35K +$35K +250 New
EMG
710
ETF Managers Group
New Jersey
$34K +$34K +206 New
IR
711
Invictus RG
Bermuda
$32K -$136K -980 -81%
VCM
712
Versant Capital Management
Arizona
$32K -$1.35K -10 -4%
AWM
713
AllSquare Wealth Management
New York
$29K – – –
HWP
714
Hefty Wealth Partners
Indiana
$29K – – –
JGIA
715
Jackson Grant Investment Advisers
Connecticut
$29K +$138 +1 +0.5%
HDIM
716
Hanson & Doremus Investment Management
Vermont
$28K – – –
Nuveen Asset Management
717
Nuveen Asset Management
Illinois
$27.1K +$394 +2,833 +1%
CAW
718
Cornerstone Advisors (Washington)
Washington
$25K +$6.64K +47 +36%
FAM
719
Fred Alger Management
New York
$24K -$12.3K -89 -34%
AOWM
720
Alpha Omega Wealth Management
Virginia
$24K – – –
CBT
721
Central Bank & Trust
Kentucky
$23K – – –
MSFP
722
Mark Sheptoff Financial Planning
Connecticut
$22K -$6.1K -43 -22%
HCM
723
Highlander Capital Management
New Jersey
$21K -$14K -100 -40%
DPA
724
Delphi Private Advisors
California
$21K +$3.69K +26 +21%
QAM
725
QCI Asset Management
New York
$20K – – –
27 28
29
30 31