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Elevance Health
ELV

Overview Fund Activity

779 hedge funds and large institutions have $37.3B invested in Elevance Health in 2015 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 242 increasing their positions, 315 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+28
Holders Change %
+3.73%
% of All Funds
21.01%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
1.02%
New
85
Increased
242
Reduced
315
Closed
48
Calls
$173M
Puts
$1.12B
Net Calls
-$942M
Net Calls Change
-$562M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$674M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$313M
3
BG
BlackRock Group
United Kingdom
+$103M
4
APG Asset Management
APG Asset Management
Netherlands
+$89.3M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$85.1M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$254M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$212M
3
Invesco
Invesco
Georgia
-$172M
4
SM
Seminole Management
New York
-$156M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
726
LBA Wealth Management
Florida
$36K +$36K +220 New
EFSCE
727
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$11.2K -68 -25%
AWM
728
AllSquare Wealth Management
New York
$34K – – –
HDIM
729
Hanson & Doremus Investment Management
Vermont
$33K – – –
CF
730
CenterStar Fund
Illinois
$33K – – –
Nuveen Asset Management
731
Nuveen Asset Management
Illinois
$30.5K +$4.01K +24,433 +15%
TDC
732
Thompson Davis & Co
Virginia
$29K -$9.99K -61 -26%
CFSG
733
Community Financial Services Group
Vermont
$29K – – –
IWM
734
Integrated Wealth Management
California
$29K +$2.5K +15 +9%
CBT
735
Central Bank & Trust
Kentucky
$28K – – –
FANJ
736
Financial Architects (New Jersey)
New Jersey
$27K +$5.17K +31 +24%
MSFP
737
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
CFG
738
CKW Financial Group
Hawaii
$25K +$7.26K +45 +41%
QAM
739
QCI Asset Management
New York
$24K – – –
FPFS
740
First Personal Financial Services
North Carolina
$23K – – –
SFWA
741
Summit Financial Wealth Advisors
Louisiana
$22K – – –
PFG
742
Piershale Financial Group
Illinois
$21K -$13.9K -86 -40%
CAW
743
Cornerstone Advisors (Washington)
Washington
$19K – – –
MWP
744
MYCIO Wealth Partners
Pennsylvania
$17K – – –
PIA
745
Peachtree Investment Advisors
Georgia
$16K -$16K -100 -50%
BKA
746
Brick & Kyle Associates
Pennsylvania
$16K – – –
TFO
747
Tarbox Family Office
California
$16K – – –
GWM
748
Gupta Wealth Management
California
$15K +$10.9K +67 +268%
KIG
749
Kessler Investment Group
Indiana
$14K – – –
TWA
750
TCI Wealth Advisors
Arizona
$14K – – –
28 29
30
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