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Elevance Health
ELV

Overview Fund Activity

1,028 hedge funds and large institutions have $64.3B invested in Elevance Health in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 400 increasing their positions, 378 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-44
Holders Change %
-4.1%
% of All Funds
22.36%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.78%
New
98
Increased
400
Reduced
378
Closed
129
Calls
$595M
Puts
$568M
Net Calls
+$27M
Net Calls Change
-$36.1M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$850M
2
Capital International Investors
Capital International Investors
California
+$640M
3
Invesco
Invesco
Georgia
+$622M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$542M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$424M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$657M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$281M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$261M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$230M
5
MC
Maverick Capital
Texas
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
501
Municipal Employees' Retirement System of Michigan
Michigan
$1.83M +$844K +2,990 +85%
FMBTD
502
First Midwest Bank Trust Division
Illinois
$1.81M -$654K -2,318 -27%
FAAS
503
First Allied Advisory Services
California
$1.81M +$333K +1,182 +23%
DADC
504
D.A. Davidson & Co
Montana
$1.79M -$436K -1,546 -20%
BCM
505
Bayesian Capital Management
New York
$1.77M -$564K -2,000 -24%
ICOM
506
Investment Counselors of Maryland
Maryland
$1.76M +$63.5K +225 +4%
SPIA
507
Steward Partners Investment Advisory
New York
$1.76M +$1.22M +4,318 +225%
CG
508
Cutler Group
California
$1.76M +$1.5M +5,305 +572%
VLKIM
509
Van Lanschot Kempen Investment Management
Netherlands
$1.75M -$795K -2,815 -31%
SIM
510
Sentry Investment Management
Wisconsin
$1.74M -$958K -3,396 -35%
GT
511
Greenleaf Trust
Michigan
$1.71M +$22.3K +79 +1%
S
512
SimplyRich
California
$1.7M +$1.7M +6,028 New
JIC
513
Johnson Investment Counsel
Ohio
$1.69M +$333K +1,179 +25%
UFF
514
USA Financial Formulas
Michigan
$1.68M +$393K +1,370 +31%
ECM
515
ETrade Capital Management
Virginia
$1.65M +$228K +808 +16%
Kovitz Investment Group Partners
516
Kovitz Investment Group Partners
Illinois
$1.6M +$665K +2,355 +71%
SCA
517
Stonebridge Capital Advisors
Minnesota
$1.59M -$66.3K -235 -4%
LSA
518
L & S Advisors
California
$1.58M +$488K +1,731 +45%
VIM
519
Vista Investment Management
Pennsylvania
$1.56M -$32.2K -114 -2%
Mariner
520
Mariner
Kansas
$1.56M +$352K +1,248 +29%
NA
521
Neuburgh Advisers
California
$1.52M -$2.89M -10,252 -66%
ASN
522
Advisory Services Network
Georgia
$1.52M -$32.2K -114 -2%
KRSITF
523
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51M +$71.7K +254 +5%
ANTB
524
AMG National Trust Bank
Colorado
$1.51M -$75.6K -268 -5%
LAIC
525
Lederer & Associates Investment Counsel
California
$1.49M +$50.8K +180 +4%
19 20
21
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