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Elevance Health
ELV

Overview Fund Activity

781 hedge funds and large institutions have $33.7B invested in Elevance Health in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 318 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+49
Holders Change %
+6.69%
% of All Funds
19.55%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.68%
New
113
Increased
242
Reduced
318
Closed
52
Calls
$163M
Puts
$228M
Net Calls
-$65.2M
Net Calls Change
-$6.52M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
O
OrbiMed
New York
+$147M
4
TP
Third Point
New York
+$144M
5
OAG
Orbis Allan Gray
Bermuda
+$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$170M
3
WRF
Waddell & Reed Financial
Kansas
-$156M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$123M
5
Bank of America
Bank of America
North Carolina
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
701
First Command Bank
Texas
$43K +$43K +300 New
FCFS
702
First Command Financial Services
Texas
$43K +$43K +300 New
BTIS
703
BB&T Investment Services
North Carolina
$42K +$42K +279 New
PCM
704
Prelude Capital Management
New York
$41K -$700K -4,815 -94%
TWA
705
TCI Wealth Advisors
Arizona
$41K -$866 -6 -2%
FMII
706
Farmers & Merchants Investments Inc
Nebraska
$40K – – –
OSNBOA
707
Old Second National Bank of Aurora
Illinois
$39K – – –
LWM
708
Lenox Wealth Management
Ohio
$39K – – –
ZB
709
Zions Bancorporation
Utah
$39K +$2.78K +19 +8%
WA
710
WFG Advisors
Texas
$39K +$28.1K +195 +257%
LNB
711
Ledyard National Bank
$36K -$36K -250 -50%
WOC
712
West Oak Capital
California
$35.9K – – –
FBT
713
First Bank & Trust
South Dakota
$35K +$35K +242 New
AssetMark Inc
714
AssetMark Inc
California
$34K -$24.2K -169 -42%
VNA
715
Valley National Advisers
Pennsylvania
$34K – – –
EFSCE
716
Enterprise Financial Services Corp (EFSC)
Missouri
$33K -$7.75K -54 -19%
VCM
717
Versant Capital Management
Arizona
$32K -$3.67K -26 -10%
AAP
718
Arax Advisory Partners
Colorado
$32K +$32K +223 New
JGIA
719
Jackson Grant Investment Advisers
Connecticut
$31K +$146 +1 +0.5%
HWP
720
Hefty Wealth Partners
Indiana
$30K -$1.16M -8,139 -97%
AWM
721
AllSquare Wealth Management
New York
$30K – – –
HDIM
722
Hanson & Doremus Investment Management
Vermont
$28.8K – – –
KT
723
Kanaly Trust
Texas
$28K -$19.4K -135 -41%
CBT
724
Central Bank & Trust
Kentucky
$24K – – –
WPA
725
West Paces Advisors
Georgia
$23K +$23K +160 New
27 28
29
30 31