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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 %
FLI
601
Family Legacy Inc
South Carolina
$956K +$26.2K +93 +3%
LP
602
LMR Partners
United Kingdom
$954K +$954K +3,379 New
KCM
603
Kornitzer Capital Management
Kansas
$952K -$254K -900 -21%
MYLI
604
Meiji Yasuda Life Insurance
Japan
$950K +$212K +753 +29%
RCAG
605
Rehmann Capital Advisory Group
Michigan
$947K +$44.6K +158 +5%
LIM
606
Leavell Investment Management
Alabama
$910K – – –
S
607
SignatureFD
Georgia
$888K +$24.3K +86 +3%
CTC
608
Central Trust Company
Missouri
$879K +$27.7K +91 +3%
RJT
609
Raymond James Trust
Florida
$866K +$66.9K +237 +8%
RCA
610
Rowland Carmichael Advisors
Arizona
$859K -$264K -934 -23%
UFG
611
United Fire Group
Iowa
$847K – – –
GPA
612
Garrison Point Advisors
California
$847K – – –
CMBA
613
C.M. Bidwell & Associates
Hawaii
$838K -$19.8K -70 -2%
VFP
614
Verus Financial Partners
Virginia
$827K -$31.1K -110 -4%
MA
615
Montag & Associates
Georgia
$820K -$5.65M -20,020 -87%
WA
616
Wealth Architects
California
$804K -$355K -1,259 -31%
CII
617
Capital International Inc
California
$801K +$801K +2,837 New
IFWM
618
Institute for Wealth Management
Colorado
$800K -$15.2K -54 -2%
PA
619
Pinnacle Associates
New York
$800K +$200K +710 +33%
SFFS
620
Stonehage Fleming Financial Services
Jersey
$797K – – –
Balyasny Asset Management
621
Balyasny Asset Management
Illinois
$791K -$356K -1,262 -31%
FBFS
622
First Business Financial Services
Wisconsin
$787K -$5.08K -18 -0.6%
APA
623
American Portfolios Advisors
New York
$785K -$38.7K -137 -5%
FIM
624
Freedom Investment Management
Connecticut
$778K +$255K +904 +49%
EFS
625
Essex Financial Services
Connecticut
$772K +$88.1K +312 +13%
23 24
25
26 27