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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 %
MWM
801
Mascoma Wealth Management
New Hampshire
$22K – – –
TDC
802
Thompson Davis & Co
Virginia
$20K – – –
LWCFA
803
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K +$1.13K +6 +6%
CLOS
804
Compagnie Lombard Odier SCmA
Switzerland
$19K – – –
SPIA
805
Steward Partners Investment Advisory
New York
$19K +$14K +76 +281%
WAS
806
WESPAC Advisors SoCal
California
$18K – – –
WIM
807
Westside Investment Management
California
$17.5K -$572 -3 -3%
KIG
808
Kessler Investment Group
Indiana
$17K – – –
AIL
809
AGF Investments LLC
Ontario, Canada
$16K +$10.3K +52 +179%
HFM
810
Hartford Financial Management
Connecticut
$15K – – –
CHP
811
Cable Hill Partners
Oregon
$15K – – –
FMII
812
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
MA
813
MCF Advisors
Kentucky
$14K – – –
TFO
814
Tarbox Family Office
California
$14K +$2.08K +11 +17%
IWM
815
IHT Wealth Management
Illinois
$12K -$369 -2 -3%
CAM
816
ClariVest Asset Management
California
$12K – – –
DSN
817
D. Scott Neal
Kentucky
$10K +$10K +53 New
SC
818
SouthState Corp
Florida
$9.91K +$542 +2,854 +6%
WC
819
Whitnell & Co
Illinois
$9K – – –
WCM
820
Wealthcare Capital Management
Virginia
$9K – – –
CCM
821
Cribstone Capital Management
Maine
$9K – – –
SMG
822
Spectrum Management Group
Indiana
$9K +$9K +50 New
FPFS
823
First Personal Financial Services
North Carolina
$8K -$14.5K -80 -65%
BWA
824
BDO Wealth Advisors
Florida
$8K – – –
GAM
825
Guinness Asset Management
United Kingdom
$8K – – –
31 32
33
34 35