ELV icon

Elevance Health
ELV

Overview Fund Activity

751 hedge funds and large institutions have $36.3B invested in Elevance Health in 2015 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 216 increasing their positions, 324 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+32
Holders Change %
+4.45%
% of All Funds
20.03%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
1.17%
New
98
Increased
216
Reduced
324
Closed
60
Calls
$119M
Puts
$499M
Net Calls
-$381M
Net Calls Change
-$200M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.79B
2
BA
BlackRock Advisors
Delaware
$378M
3
Boston Partners
Boston Partners
Massachusetts
$345M
4
GCM
Glenview Capital Management
New York
$756M
5
BIM
BlackRock Investment Management
Delaware
$207M

Top Sellers

1
BTS
BB&T Securities
Virginia
$386M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Morgan Stanley
Morgan Stanley
New York
$109M
5
VVP
Vulcan Value Partners
Alabama
$79.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BKA
726
Brick & Kyle Associates
Pennsylvania
$15K – – –
KIG
727
Kessler Investment Group
Indiana
$14K – – –
LFR
728
Lehman Financial Resources
Pennsylvania
$14K – – –
TWA
729
TCI Wealth Advisors
Arizona
$13K – – –
RA
730
Rational Advisors
New York
$12K -$8K -52 -40%
TSW
731
Thompson Siegel & Walmsley
Virginia
$12K +$4K +25 +50%
MPWT
732
MassMutual Private Wealth & Trust
Connecticut
$10.8K – – –
SIA
733
Stancorp Investment Advisers
Oregon
$10K – – –
CHP
734
Cable Hill Partners
Oregon
$10K +$2.24K +15 +29%
WA
735
Waverly Advisors
Alabama
$9K -$37.4K -237 -81%
SMG
736
Spectrum Management Group
Indiana
$8K -$112K -700 -93%
RFA
737
Reilly Financial Advisors
California
$8K – – –
ANBT
738
American National Bank & Trust
Texas
$8K – – –
LWA
739
Lenox Wealth Advisors
New York
$8K – – –
WC
740
Whitnell & Co
Illinois
$7K – – –
DRS
741
Deane Retirement Strategies
Louisiana
$6K -$2.6M -18,201 -100%
TFA
742
Transamerica Financial Advisors
Florida
$6K -$404K -2,556 -99%
CWM
743
Catamount Wealth Management
Connecticut
$4K – – –
GWM
744
Gupta Wealth Management
California
$4K +$4K +25 New
CIM
745
Cambria Investment Management
California
$3.21K +$157 +1,015 +5%
OC
746
Oakworth Capital
Alabama
$3K – – –
AF
747
Arrow Financial
New York
$3K +$3K +19 New
GI
748
Gradient Investments
Minnesota
$2K – – –
SGAM
749
Smith Group Asset Management
Texas
$2K +$2K +40 New
AT
750
Arden Trust
Delaware
$1.49K +$274 +1,776 +23%
28 29
30
31 32