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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 %
LFR
751
Lehman Financial Resources
Pennsylvania
$14K – – –
RA
752
Rational Advisors
New York
$13K – – –
GWA
753
Genesis Wealth Advisors
Massachusetts
$12.5K +$12.5K +76 New
WCM
754
Wealthcare Capital Management
Virginia
$12K -$11.8K -74 -50%
WA
755
Waverly Advisors
Alabama
$12K +$2.88K +18 +32%
Loomis, Sayles & Company
756
Loomis, Sayles & Company
Massachusetts
$12K +$12K +76 New
GXMC
757
Global X Management Company
New York
$11K +$11K +69 New
CHP
758
Cable Hill Partners
Oregon
$10K -$1.75K -10 -15%
RFA
759
Reilly Financial Advisors
California
$9K – – –
LWA
760
Lenox Wealth Advisors
New York
$9K – – –
SMG
761
Spectrum Management Group
Indiana
$8K – – –
WC
762
Whitnell & Co
Illinois
$8K – – –
KCPG
763
Kavar Capital Partners Group
Kansas
$8K +$8K +50 New
NSIM
764
North Star Investment Management
Illinois
$7K +$7K +45 New
SEC
765
Seven Eight Capital
New York
$5K -$35.7K -200 -88%
CWM
766
Catamount Wealth Management
Connecticut
$4K – – –
WA
767
WealthTrust-Arizona
Arizona
$4K +$4K +25 New
Lazard Asset Management
768
Lazard Asset Management
New York
$4K +$4K +29 New
OC
769
Oakworth Capital
Alabama
$3K – – –
MUS
770
Mitsubishi UFJ Securities
Japan
$2K -$30K -150 -94%
SGAM
771
Smith Group Asset Management
Texas
$2K -$4.67K -28 -70%
GI
772
Gradient Investments
Minnesota
$2K – – –
RIA
773
Regal Investment Advisors
Michigan
$2K +$2K +15 New
1GA
774
1st Global Advisors
Texas
$1.68K +$81 +493 +5%
AT
775
Arden Trust
Delaware
$1.49K -$97 -589 -6%
29 30
31
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