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Elevance Health
ELV

Overview Fund Activity

920 hedge funds and large institutions have $49.8B invested in Elevance Health in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 381 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+13
Holders Change %
+1.43%
% of All Funds
21.12%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
107
Increased
273
Reduced
381
Closed
84
Calls
$275M
Puts
$222M
Net Calls
+$53.6M
Net Calls Change
+$256M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$416M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
4
CGI
CI Global Investments
California
+$170M
5
EVM
Eaton Vance Management
Massachusetts
+$155M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$258M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$199M
3
GCM
Glenview Capital Management
New York
-$171M
4
O
OrbiMed
New York
-$148M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
826
JOYN Advisors
Georgia
$64K +$64K +290 New
PMFA
827
Plante Moran Financial Advisors
Michigan
$61K -$9.22K -42 -13%
TWA
828
TCI Wealth Advisors
Arizona
$61K -$1.09K -5 -2%
PGWM
829
Parisi Gray Wealth Management
New Jersey
$61K – – –
WWM
830
Wagner Wealth Management
South Carolina
$61K – – –
WEC
831
Winslow Evans & Crocker
Massachusetts
$60.2K -$3.05K -14 -5%
CPA
832
Clear Perspective Advisors
Illinois
$58K -$12.1K -55 -17%
PFA
833
Pathway Financial Advisors
Vermont
$58K – – –
MUS
834
Mitsubishi UFJ Securities
Japan
$57K – – –
AIM
835
Advantage Investment Management
Iowa
$57K – – –
MOS
836
MGO One Seven
Ohio
$57K +$2.18K +10 +4%
KA
837
Kaizen Advisory
Illinois
$55K – – –
WOC
838
West Oak Capital
California
$54.9K – – –
EFSCE
839
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$7.46K +34 +16%
VNA
840
Valley National Advisers
Pennsylvania
$53K – – –
MWM
841
Mascoma Wealth Management
New Hampshire
$53K – – –
HFM
842
Harvest Fund Management
China
$53K – – –
HWP
843
Hefty Wealth Partners
Indiana
$48K -$917K -4,145 -95%
IBOK
844
Independence Bank of Kentucky
Kentucky
$48K – – –
TIM
845
Tortoise Investment Management
New York
$47K – – –
FBT
846
First Bank & Trust
South Dakota
$47K – – –
AWM
847
AllSquare Wealth Management
New York
$46K – – –
VCM
848
Versant Capital Management
Arizona
$45K -$2.17K -10 -5%
GRP
849
Global Retirement Partners
California
$45K +$1.98K +9 +5%
HDIM
850
Hanson & Doremus Investment Management
Vermont
$44K – – –
32 33
34
35 36