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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 %
WCM
826
Wealthcare Capital Management
Virginia
$8K – – –
GAM
827
Guinness Asset Management
United Kingdom
$8K – – –
BWA
828
BDO Wealth Advisors
Florida
$8K +$8K +40 New
HR
829
Howe & Rusling
New York
$7K -$76.1K -402 -92%
MFW
830
Mosaic Family Wealth
Missouri
$6K – – –
SIAP
831
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K +$6K +30 New
ZB
832
Zions Bancorporation
Utah
$5K -$7.5K -36 -60%
AIL
833
AGF Investments LLC
Ontario, Canada
$5K -$862 -5 -15%
FIB
834
First Interstate Bank
Montana
$5K – – –
SPIA
835
Steward Partners Investment Advisory
New York
$5K +$741 +4 +17%
OC
836
Oakworth Capital
Alabama
$4K – – –
BWM
837
Baystate Wealth Management
Massachusetts
$4K – – –
NR
838
Newfound Research
Massachusetts
$4K +$182 +1 +5%
AF
839
Allworth Financial
California
$3K – – –
MCM
840
MV Capital Management
Maryland
$3K +$3K +14 New
PCA
841
Peddock Capital Advisors
Massachusetts
$2K – – –
MUS
842
Mitsubishi UFJ Securities
Japan
$2K – – –
OFW
843
Omnia Family Wealth
Florida
$2K – – –
MWM
844
MinichMacGregor Wealth Management
New York
$1K – – –
GI
845
Gradient Investments
Minnesota
$1K +$1K +4 New
Walleye Trading
846
Walleye Trading
New York
$715 +$262 +1,394 +58%
AUB
847
Atlantic Union Bankshares
Virginia
$681 +$9 +49 +1%
FA
848
FMA Advisory
Pennsylvania
$245 -$158 -845 -39%
IWM
849
IHT Wealth Management
Illinois
$73 +$48 +44 +191%
LBA
850
Letko, Brosseau & Associates
Quebec, Canada
– -$71.6M -432,935 Closed
32 33
34
35 36