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Elevance Health
ELV

Overview Fund Activity

849 hedge funds and large institutions have $43.8B invested in Elevance Health in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 326 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+56
Holders Change %
+7.06%
% of All Funds
21.2%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
1.05%
New
104
Increased
285
Reduced
326
Closed
45
Calls
$141M
Puts
$250M
Net Calls
-$109M
Net Calls Change
-$104M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$211M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
UBS AM
UBS AM
Illinois
+$133M
4
AIM
Assured Investment Management
New York
+$111M
5
Brown Advisory
Brown Advisory
Maryland
+$90.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$220M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
DR
701
Davis Rea
Ontario, Canada
$245K – – –
TI
702
Trexquant Investment
Connecticut
$245K +$245K +1,300 New
PL
703
Plancorp LLC
Missouri
$244K – – –
CIAN
704
Capstone Investment Advisors (Netherlands)
New York
$240K -$84.9K -452 -26%
PL
705
Perpetual Ltd
Australia
$239K -$54.6K -290 -19%
GJIC
706
Gamble Jones Investment Counsel
California
$234K +$188 +1 +0.1%
WAM
707
Watermark Asset Management
California
$232K – – –
MCM
708
MAI Capital Management
Ohio
$231K +$231K +1,230 New
DWT
709
Dorsey & Whitney Trust
South Dakota
$229K -$80.3K -425 -26%
FBT
710
First Bankers Trust
Kentucky
$226K +$226K +1,200 New
CM
711
Capital Management
Virginia
$226K +$226K +1,200 New
IIM
712
Intact Investment Management
Quebec, Canada
$226K +$226K +1,200 New
CBB
713
Citizens Business Bank
California
$226K +$226K +1,200 New
DCM
714
Donaldson Capital Management
Indiana
$226K +$226K +1,203 New
QCG
715
Quadrant Capital Group
Ohio
$221K -$22.3K -141 -9%
GIA
716
GHP Investment Advisors
Colorado
$218K +$218K +1,160 New
IIC
717
Integrated Investment Consultants
Michigan
$216K – – –
MWAC
718
Mariner Wealth Advisors (Cincinnati)
Ohio
$216K +$216K +1,147 New
CA
719
Commerzbank Aktiengesellschaft
Germany
$212K -$1.29M -6,856 -86%
BCM
720
Bluefin Capital Management
New York
$211K +$211K +1,121 New
MWM
721
Meridian Wealth Management
Kentucky
$209K +$209K +1,110 New
HTC
722
Haverford Trust Company
Pennsylvania
$209K +$209K +1,110 New
HCM
723
Highbridge Capital Management
New York
$207K -$4.5M -23,900 -96%
SWA
724
Sutton Wealth Advisors
Florida
$202K +$2.26K +12 +1%
CMBA
725
C.M. Bidwell & Associates
Hawaii
$201K +$939 +5 +0.5%
27 28
29
30 31