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Elevance Health
ELV

Overview Fund Activity

757 hedge funds and large institutions have $31.3B invested in Elevance Health in 2016 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 297 increasing their positions, 260 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
-11
Holders Change %
-1.43%
% of All Funds
20.23%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.43%
New
66
Increased
297
Reduced
260
Closed
66
Calls
$121M
Puts
$145M
Net Calls
-$23.9M
Net Calls Change
+$2.38M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$843M
2
Ameriprise
Ameriprise
Minnesota
$216M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.13B
4
Two Sigma Advisers
Two Sigma Advisers
New York
$164M
5
Two Sigma Investments
Two Sigma Investments
New York
$157M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.72B
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.54M
4
Boston Partners
Boston Partners
Massachusetts
$178M
5
PHS
PFM Health Sciences
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
701
Farmers & Merchants Investments Inc
Nebraska
$36K – – –
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$36K – – –
LWM
703
Lenox Wealth Management
Ohio
$35K – – –
ZB
704
Zions Bancorporation
Utah
$34K +$133 +1 +0.4%
VCM
705
Versant Capital Management
Arizona
$31K +$515 +4 +2%
VNA
706
Valley National Advisers
Pennsylvania
$31K +$31K +236 New
FPFS
707
First Personal Financial Services
North Carolina
$29K +$17.9K +136 +162%
AWM
708
AllSquare Wealth Management
New York
$28K – – –
JGIA
709
Jackson Grant Investment Advisers
Connecticut
$28K +$133 +1 +0.5%
HWP
710
Hefty Wealth Partners
Indiana
$27K – – –
HDIM
711
Hanson & Doremus Investment Management
Vermont
$26K – – –
OFS
712
Orrstown Financial Services
Pennsylvania
$25K +$25K +190 New
AOWM
713
Alpha Omega Wealth Management
Virginia
$23K – – –
CBT
714
Central Bank & Trust
Kentucky
$22K – – –
HCM
715
Highlander Capital Management
New Jersey
$20K – – –
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$20K +$128 +1 +0.6%
QAM
717
QCI Asset Management
New York
$19K – – –
IWM
718
Integrated Wealth Management
California
$18K – – –
CFA
719
Carroll Financial Associates
North Carolina
$18K +$2.16K +17 +14%
CAW
720
Cornerstone Advisors (Washington)
Washington
$17K -$6.15K -47 -27%
DPA
721
Delphi Private Advisors
California
$16K -$3.73K -28 -19%
ST
722
Spot Trading
Illinois
$15K – – –
WAS
723
WESPAC Advisors SoCal
California
$13.1K – – –
WA
724
WFG Advisors
Texas
$13K – – –
BKA
725
Brick & Kyle Associates
Pennsylvania
$13K – – –
27 28
29
30 31