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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 %
FA
876
Fortis Advisors
Pennsylvania
$21K +$21K +96 New
FAM
877
Fred Alger Management
New York
$20K +$7.19K +32 +56%
KIG
878
Kessler Investment Group
Indiana
$19K – – –
WIM
879
Westside Investment Management
California
$18K -$220 -1 -1%
OPWM
880
Oak Point Wealth Management
Michigan
$18K -$738K -3,323 -98%
TFA
881
Toth Financial Advisory
Virginia
$18K – – –
TFO
882
Tarbox Family Office
California
$18K +$1.95K +9 +12%
HFM
883
Hartford Financial Management
Connecticut
$17K – – –
CHP
884
Cable Hill Partners
Oregon
$16K -$1.8K -8 -10%
FMII
885
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
CCM
886
Cribstone Capital Management
Maine
$16K +$3.68K +17 +30%
FNB
887
Farmers National Bank
Kentucky
$15K – – –
ST
888
Smithfield Trust
Pennsylvania
$14K – – –
TCOV
889
Trust Company of Vermont
Vermont
$13K +$13K +60 New
MA
890
MCF Advisors
Kentucky
$12K -$4.76K -21 -28%
WC
891
Whitnell & Co
Illinois
$11K – – –
FPFS
892
First Personal Financial Services
North Carolina
$11K +$1.32K +6 +14%
HIM
893
Hillsdale Investment Management
Ontario, Canada
$9K – – –
GAM
894
Guinness Asset Management
United Kingdom
$9K – – –
BWA
895
BDO Wealth Advisors
Florida
$9K – – –
AWA
896
Acorn Wealth Advisors
Michigan
$9K – – –
IIC
897
Integrated Investment Consultants
Michigan
$9K +$9K +43 New
QAM
898
QCI Asset Management
New York
$8K – – –
AC
899
Avestar Capital
New York
$8K +$195 +1 +3%
Carson Wealth (CWM LLC)
900
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +35 New
34 35
36
37 38