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Elevance Health
ELV

Overview Fund Activity

849 hedge funds and large institutions have $43.8B invested in Elevance Health in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 285 increasing their positions, 326 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+56
Holders Change %
+7.06%
% of All Funds
21.2%
Holding in Top 10
42
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+23.53%
% of All Funds
1.05%
New
104
Increased
285
Reduced
326
Closed
45
Calls
$141M
Puts
$250M
Net Calls
-$109M
Net Calls Change
-$104M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$211M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M
3
UBS AM
UBS AM
Illinois
+$133M
4
AIM
Assured Investment Management
New York
+$111M
5
Brown Advisory
Brown Advisory
Maryland
+$90.8M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$522M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$220M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
776
Tortoise Investment Management
New York
$56K +$56K +300 New
EMG
777
ETF Managers Group
New Jersey
$55K +$55K +293 New
CAL
778
Capital Analysts LLC
Pennsylvania
$54.6K +$54.6K +290 New
TWA
779
TCI Wealth Advisors
Arizona
$53K – – –
FBT
780
First Bank & Trust
South Dakota
$52K – – –
OSNBOA
781
Old Second National Bank of Aurora
Illinois
$52K – – –
LWM
782
Lenox Wealth Management
Ohio
$50K – – –
WA
783
WFG Advisors
Texas
$49K +$3.55K +19 +8%
PMFA
784
Plante Moran Financial Advisors
Michigan
$49K +$31K +166 +173%
WOC
785
West Oak Capital
California
$47K – – –
VNA
786
Valley National Advisers
Pennsylvania
$44K – – –
EFSCE
787
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$1.12K +6 +3%
RFA
788
Reilly Financial Advisors
California
$43K – – –
VCM
789
Versant Capital Management
Arizona
$42K – – –
AWM
790
AllSquare Wealth Management
New York
$40K – – –
JGIA
791
Jackson Grant Investment Advisers
Connecticut
$40K +$186 +1 +0.5%
HDIM
792
Hanson & Doremus Investment Management
Vermont
$38K – – –
CBT
793
Central Bank & Trust
Kentucky
$32K – – –
Simplex Trading
794
Simplex Trading
Illinois
$30K -$32.2K -174 -52%
WPA
795
West Paces Advisors
Georgia
$29.9K – – –
QAM
796
QCI Asset Management
New York
$28K – – –
HCM
797
Highlander Capital Management
New Jersey
$28K – – –
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
AIM
799
Advantage Investment Management
Iowa
$27K +$1.88K +10 +7%
GBT
800
Grove Bank & Trust
Florida
$27K +$16.6K +90 +161%
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