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Elevance Health
ELV

Overview Fund Activity

842 hedge funds and large institutions have $43.1B invested in Elevance Health in 2017 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 355 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
-7
Holders Change %
-0.82%
% of All Funds
21.02%
Holding in Top 10
28
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-33.33%
% of All Funds
0.7%
New
66
Increased
268
Reduced
355
Closed
63
Calls
$159M
Puts
$321M
Net Calls
-$162M
Net Calls Change
-$53.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$171M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$142M
3
N
Natixis
France
+$126M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$111M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$102M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$772M
2
OAG
Orbis Allan Gray
Bermuda
-$256M
3
VVP
Vulcan Value Partners
Alabama
-$155M
4
Brown Advisory
Brown Advisory
Maryland
-$110M
5
AIM
Assured Investment Management
New York
-$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
776
First Bank & Trust
South Dakota
$52K -$382 -2 -0.7%
AIM
777
Advantage Investment Management
Iowa
$51K +$23.7K +125 +87%
PMFA
778
Plante Moran Financial Advisors
Michigan
$50K – – –
LWM
779
Lenox Wealth Management
Ohio
$50K – – –
WOC
780
West Oak Capital
California
$47.5K – – –
VNA
781
Valley National Advisers
Pennsylvania
$46K +$1.33K +7 +3%
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$43K -$9.47K -50 -18%
RFA
783
Reilly Financial Advisors
California
$43K – – –
TIM
784
Tortoise Investment Management
New York
$42K -$15K -79 -26%
VCM
785
Versant Capital Management
Arizona
$41K -$1.89K -10 -4%
JGIA
786
Jackson Grant Investment Advisers
Connecticut
$41K – – –
EFSCE
787
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$4.53K -24 -10%
AWM
788
AllSquare Wealth Management
New York
$40K – – –
HDIM
789
Hanson & Doremus Investment Management
Vermont
$38K – – –
HCA
790
Horan Capital Advisors
Ohio
$34K +$34K +180 New
KF
791
Krilogy Financial
Missouri
$31K -$132K -687 -81%
WPA
792
West Paces Advisors
Georgia
$30.2K – – –
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K – – –
HCM
794
Highlander Capital Management
New Jersey
$28K – – –
AFNAS
795
American Financial Network Advisory Services
California
$28K +$28K +150 New
CFA
796
Camarda Financial Advisors
Florida
$27K – – –
GRP
797
Global Retirement Partners
California
$27K +$3.97K +21 +17%
QAM
798
QCI Asset Management
New York
$26K -$1.9K -10 -7%
PCP
799
Proficio Capital Partners
Massachusetts
$26K – – –
GWS
800
Glassman Wealth Services
Virginia
$23K – – –
30 31
32
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