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Elevance Health
ELV

Overview Fund Activity

781 hedge funds and large institutions have $33.7B invested in Elevance Health in 2016 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 242 increasing their positions, 318 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+49
Holders Change %
+6.69%
% of All Funds
19.55%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.68%
New
113
Increased
242
Reduced
318
Closed
52
Calls
$163M
Puts
$228M
Net Calls
-$65.2M
Net Calls Change
-$6.52M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
3
O
OrbiMed
New York
+$147M
4
TP
Third Point
New York
+$144M
5
OAG
Orbis Allan Gray
Bermuda
+$143M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$170M
3
WRF
Waddell & Reed Financial
Kansas
-$156M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$123M
5
Bank of America
Bank of America
North Carolina
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
726
Advantage Investment Management
Iowa
$23K -$9.9K -68 -30%
MSFP
727
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
HCM
728
Highlander Capital Management
New Jersey
$22K – – –
HFM
729
Hartford Financial Management
Connecticut
$21K – – –
QAM
730
QCI Asset Management
New York
$21K – – –
PCM
731
Penserra Capital Management
California
$21K +$4.43K +31 +27%
SFS
732
Sowell Financial Services
Arkansas
$21K +$21K +130 New
FAN
733
Financial Advisors Network
California
$18.8K +$18.8K +122 New
EF
734
Empirical Finance
Pennsylvania
$18K +$18K +124 New
MWM
735
Mascoma Wealth Management
New Hampshire
$17K +$17K +115 New
SPIA
736
Steward Partners Investment Advisory
New York
$16K +$16K +113 New
M
737
MOTCO
Texas
$15K +$15K +105 New
WAS
738
WESPAC Advisors SoCal
California
$14.4K – – –
PMFA
739
Plante Moran Financial Advisors
Michigan
$14K -$42K -288 -75%
BKA
740
Brick & Kyle Associates
Pennsylvania
$14K – – –
LWCFA
741
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
KIG
742
Kessler Investment Group
Indiana
$13K – – –
CHP
743
Cable Hill Partners
Oregon
$12K – – –
FPFS
744
First Personal Financial Services
North Carolina
$12K – – –
PFBT
745
Parkside Financial Bank & Trust
Missouri
$12K +$6.9K +46 +135%
AIL
746
AGF Investments LLC
Ontario, Canada
$12K +$12K +78 New
Carson Wealth (CWM LLC)
747
Carson Wealth (CWM LLC)
Nebraska
$12K +$12K +80 New
BIG
748
Bellwether Investment Group
Tennessee
$12K +$12K +86 New
MA
749
MCF Advisors
Kentucky
$11K -$151 -1 -1%
TFO
750
Tarbox Family Office
California
$9K -$2.14K -15 -19%
28 29
30
31 32