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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 %
FMTCOCP
526
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.48M +$21.2K +75 +1%
ECM
527
Everence Capital Management
Indiana
$1.47M – – –
PP
528
Pegasus Partners
Wisconsin
$1.46M +$1.46M +5,185 New
AIIMS
529
Analyst IMS Investment Management Services
Israel
$1.46M +$50.8K +180 +4%
PRS
530
Pinkerton Retirement Specialists
Idaho
$1.44M +$1.44M +5,111 New
CA
531
Commerzbank Aktiengesellschaft
Germany
$1.44M +$66.6K +236 +5%
WIA
532
Westbourne Investment Advisors
Maryland
$1.44M +$196K +695 +16%
TW
533
TrinityPoint Wealth
Connecticut
$1.43M -$4.62K -16 -0.3%
ACA
534
Atlas Capital Advisors
Wyoming
$1.42M +$14.7K +52 +1%
GI
535
GAMCO Investors
Connecticut
$1.41M +$141K +500 +11%
ACM
536
Advent Capital Management
New York
$1.41M +$1.41M +5,000 New
JIM
537
Jupiter Investment Management
United Kingdom
$1.4M +$1.4M +4,972 New
William Blair & Company
538
William Blair & Company
Illinois
$1.35M +$613K +2,170 +83%
AWM
539
AE Wealth Management
Kansas
$1.35M +$756K +2,678 +128%
SAMC
540
Spectrum Asset Management (California)
California
$1.33M -$31K -110 -2%
3C
541
361 Capital
Colorado
$1.33M +$60.7K +215 +5%
SWP
542
Strategic Wealth Partners
Ohio
$1.32M -$136K -482 -9%
FFWA
543
FRG Family Wealth Advisors
Washington
$1.32M -$120K -425 -8%
Impax Asset Management Group
544
Impax Asset Management Group
United Kingdom
$1.3M +$126K +448 +11%
IRF
545
IBM Retirement Fund
New York
$1.28M +$7.9K +28 +0.6%
BBNA
546
Bremer Bank National Association
Minnesota
$1.28M -$38.4K -136 -3%
TCM
547
Tufton Capital Management
Maryland
$1.27M -$28.2K -100 -2%
IAA
548
Independent Advisor Alliance
North Carolina
$1.27M -$10.2K -36 -0.8%
Cerity Partners
549
Cerity Partners
New York
$1.27M -$594K -2,104 -32%
PGFC
550
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$615K +2,178 +94%
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