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Elevance Health
ELV

Overview Fund Activity

943 hedge funds and large institutions have $62.4B invested in Elevance Health in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 296 increasing their positions, 391 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
21.59%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
84
Increased
296
Reduced
391
Closed
66
Calls
$491M
Puts
$309M
Net Calls
+$182M
Net Calls Change
+$34.1M

Top Buyers

1
MC
Maverick Capital
Texas
+$277M
2
IAM
Iridian Asset Management
Connecticut
+$242M
3
SCM
Suvretta Capital Management
New York
+$219M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
5
CG
Carmignac Gestion
France
+$186M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$337M
2
N
Natixis
France
-$183M
3
VVP
Vulcan Value Partners
Alabama
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$139M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
626
Kanawha Capital Management
Virginia
$583K – – –
CPIG
627
Chicago Partners Investment Group
Illinois
$583K +$211K +800 +57%
EWM
628
Evermay Wealth Management
Virginia
$576K -$32.9K -120 -5%
MHC
629
Meyer Handelman Company
New York
$576K – – –
CAM
630
Cozad Asset Management
Illinois
$576K +$10.1K +37 +2%
William Blair & Company
631
William Blair & Company
Illinois
$576K +$80.9K +295 +16%
HTC
632
Haverford Trust Company
Pennsylvania
$572K – – –
WAM
633
Wealthspire Advisors (Maryland)
Maryland
$561K -$4.11K -15 -0.7%
Walleye Capital
634
Walleye Capital
New York
$560K +$560K +2,044 New
MF
635
Magnetar Financial
Illinois
$559K +$559K +2,041 New
SC
636
SRB Corp
Massachusetts
$558K -$69.1K -252 -11%
THWM
637
Taylor Hoffman Wealth Management
Virginia
$557K – – –
SWM
638
SeaCrest Wealth Management
New York
$550K +$15.4K +56 +3%
LSAG
639
Lake Street Advisors Group
New Hampshire
$549K -$214K -779 -28%
SCM
640
Shelton Capital Management
Colorado
$549K – – –
LCM
641
Laurion Capital Management
New York
$548K -$4.06M -14,816 -88%
CC
642
Chicago Capital
Illinois
$548K – – –
VCWA
643
Vanguard Capital Wealth Advisors
Colorado
$548K – – –
WS
644
Wedbush Securities
California
$548K +$45.8K +167 +9%
TPWA
645
TRUE Private Wealth Advisors
Oregon
$548K +$12.6K +46 +2%
TYCC
646
Texas Yale Capital Corp
Florida
$547K – – –
PHAM
647
Palisades Hudson Asset Management
Florida
$543K – – –
EWM
648
Evercore Wealth Management
New York
$542K +$548 +2 +0.1%
MCM
649
Monarch Capital Management
Indiana
$537K – – –
IA
650
IFG Advisory
Georgia
$537K +$37K +135 +7%
24 25
26
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