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Elevance Health
ELV

Overview Fund Activity

763 hedge funds and large institutions have $35.4B invested in Elevance Health in 2015 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 266 increasing their positions, 300 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
763
Holders Change
+4
Holders Change %
+0.53%
% of All Funds
20.04%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.74%
New
86
Increased
266
Reduced
300
Closed
76
Calls
$160M
Puts
$133M
Net Calls
+$26.6M
Net Calls Change
+$45.2M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$414M
2
ACM
Americafirst Capital Management
California
+$385M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M
4
BA
BlackRock Advisors
Delaware
+$153M
5
VVP
Vulcan Value Partners
Alabama
+$144M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$204M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
4
UBS AM
UBS AM
Illinois
-$97.5M
5
SM
Seminole Management
New York
-$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
726
WFG Advisors
Texas
$15K +$556 +4 +4%
TRCT
727
Tower Research Capital (TRC)
New York
$14K -$168K -1,200 -92%
BKA
728
Brick & Kyle Associates
Pennsylvania
$14K – – –
LWA
729
Lenox Wealth Advisors
New York
$13K +$5.23K +37 +67%
KPCM
730
Kings Point Capital Management
New York
$13K +$13K +92 New
WAS
731
WESPAC Advisors SoCal
California
$13K +$13K +100 New
FPFS
732
First Personal Financial Services
North Carolina
$12K -$7.29K -51 -38%
KIG
733
Kessler Investment Group
Indiana
$12K – – –
TFO
734
Tarbox Family Office
California
$11K -$2.89K -21 -21%
Loomis, Sayles & Company
735
Loomis, Sayles & Company
Massachusetts
$11K – – –
HIM
736
Hillsdale Investment Management
Ontario, Canada
$10K -$386K -2,700 -97%
KCPG
737
Kavar Capital Partners Group
Kansas
$10K – – –
PFBT
738
Parkside Financial Bank & Trust
Missouri
$10K +$2K +15 +25%
GXMC
739
Global X Management Company
New York
$9K – – –
CHP
740
Cable Hill Partners
Oregon
$9K – – –
WAS
741
Winch Advisory Services
Wisconsin
$9K +$9K +65 New
TSU
742
TD Securities (USA)
New York
$8K -$12.2K -90 -60%
WCM
743
Wealthcare Capital Management
Virginia
$8K -$2K -15 -20%
FHA
744
First Horizon Advisors
Tennessee
$7K -$37.3K -272 -84%
WC
745
Whitnell & Co
Illinois
$7K – – –
SMG
746
Spectrum Management Group
Indiana
$7K – – –
PCM
747
Penserra Capital Management
California
$7K +$7K +48 New
PCP
748
Proficio Capital Partners
Massachusetts
$7K +$7K +49 New
NSIM
749
North Star Investment Management
Illinois
$6K – – –
AIM
750
Assured Investment Management
New York
$6K +$6K +42 New
28 29
30
31 32