ELV icon

Elevance Health

907 hedge funds and large institutions have $50.8B invested in Elevance Health in 2017 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 267 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
907
Holders Change
+65
Holders Change %
+7.72%
% of All Funds
20.6%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.75%
New
138
Increased
267
Reduced
359
Closed
65
Calls
$146M
Puts
$349M
Net Calls
-$203M
Net Calls Change
-$40.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ITIM
726
Indiana Trust & Investment Management
Indiana
$261K -$57.3K -255 -18%
OWA
727
One Wealth Advisors
California
$260K +$260K +1,155 New
PA
728
Pinnacle Associates
New York
$252K +$252K +1,122 New
BFS
729
Bradley Foster & Sargent
Connecticut
$250K +$11.2K +50 +5%
FFA
730
First Foundation Advisors
California
$250K +$12.2K +54 +5%
SCA
731
Secor Capital Advisors
New York
$245K +$245K +1,088 New
AWM
732
Arbor Wealth Management
Florida
$243K -$82.9K -370 -25%
WAM
733
Watermark Asset Management
California
$242K
SWA
734
Sutton Wealth Advisors
Florida
$242K
CWM
735
Cedar Wealth Management
California
$240K
PFS
736
Prospera Financial Services
Texas
$239K +$239K +1,040 New
GIA
737
GHP Investment Advisors
Colorado
$237K -$23.6K -105 -9%
BSW
738
Buckingham Strategic Wealth
Missouri
$234K -$23.9K -106 -9%
MWAC
739
Mariner Wealth Advisors (Cincinnati)
Ohio
$229K -$29K -129 -11%
SS
740
Simplicity Solutions
Minnesota
$227K -$20.3K -90 -8%
BIM
741
Bridges Investment Management
Nebraska
$225K +$225K +1,000 New
EHC
742
Everett Harris & Co
California
$225K +$225K +1,000 New
AWP
743
Ascent Wealth Partners
New York
$218K +$218K +971 New
OIA
744
OneDigital Investment Advisors
Kansas
$214K -$9.21K -41 -4%
SCM
745
Schnieders Capital Management
California
$213K +$213K +945 New
ADL
746
Asset Dedication LLC
California
$211K -$4.95K -22 -2%
MWM
747
Meridian Wealth Management
Kentucky
$211K
LC
748
Lourd Capital
California
$211K +$211K +939 New
CPIG
749
Chicago Partners Investment Group
Illinois
$207K -$8.33K -37 -4%
VFP
750
Verus Financial Partners
Virginia
$207K +$207K +919 New