ELV icon

Elevance Health
ELV

Overview Fund Activity

842 hedge funds and large institutions have $43.1B invested in Elevance Health in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
21.02%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.7%
New
66
Increased
268
Reduced
355
Closed
63
Calls
$159M
Puts
$321M
Net Calls
-$162M
Net Calls Change
-$53.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$142M
3
N
Natixis
France
+$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$111M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$102M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$772M
2
OAG
Orbis Allan Gray
Bermuda
-$256M
3
VVP
Vulcan Value Partners
Alabama
-$155M
4
Brown Advisory
Brown Advisory
Maryland
-$110M
5
AIM
Assured Investment Management
New York
-$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
701
Donaldson Capital Management
Indiana
$228K -$761 -4 -0.3%
CM
702
Capital Management
Virginia
$228K – – –
IIM
703
Intact Investment Management
Quebec, Canada
$228K – – –
FBT
704
First Bankers Trust
Kentucky
$228K – – –
CBB
705
Citizens Business Bank
California
$228K – – –
BB
706
Busey Bank
Illinois
$228K +$228K +1,200 New
HSA
707
HBK Sorce Advisory
Pennsylvania
$228K +$228K +1,202 New
GIA
708
GHP Investment Advisors
Colorado
$220K – – –
MWAC
709
Mariner Wealth Advisors (Cincinnati)
Ohio
$218K – – –
BSW
710
Buckingham Strategic Wealth
Missouri
$218K +$218K +1,146 New
YIA
711
YHB Investment Advisors
Connecticut
$215K -$33.2K -175 -13%
HTC
712
Haverford Trust Company
Pennsylvania
$211K – – –
MWM
713
Meridian Wealth Management
Kentucky
$211K – – –
FHC
714
First Heartland Consultants
Missouri
$210K +$210K +1,107 New
SS
715
Simplicity Solutions
Minnesota
$208K -$311K -1,642 -60%
WAM
716
Watermark Asset Management
California
$204K -$30K -158 -13%
IIC
717
Integrated Investment Consultants
Michigan
$204K -$14.2K -75 -7%
SWA
718
Sutton Wealth Advisors
Florida
$204K – – –
DT
719
Diversified Trust
Tennessee
$203K – – –
CWM
720
Cedar Wealth Management
California
$203K +$30.4K +160 +18%
YP
721
Yellowstone Partners
Idaho
$203K +$203K +1,068 New
BFS
722
Bradley Foster & Sargent
Connecticut
$202K +$202K +1,063 New
FFA
723
First Foundation Advisors
California
$201K +$201K +1,056 New
PAM
724
Paradigm Asset Management
New York
$190K – – –
OIA
725
OneDigital Investment Advisors
Kansas
$189K -$380 -2 -0.2%
27 28
29
30 31