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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 %
AIA
626
Affinity Investment Advisors
California
$771K +$38.9K +138 +5%
WB
627
WesBanco Bank
West Virginia
$766K -$35.3K -125 -4%
KA
628
Kintegral Advisory
New York
$760K – – –
CCA
629
Checchi Capital Advisers
California
$756K +$93.7K +332 +14%
OIA
630
OneDigital Investment Advisors
Kansas
$755K +$592K +2,096 +363%
LOAME
631
Lombard Odier Asset Management (Europe)
United Kingdom
$751K – – –
PAMG
632
Patton Albertson Miller Group
Tennessee
$744K +$55.1K +192 +8%
RCG
633
Rock Creek Group
District of Columbia
$739K -$128K -454 -15%
WAS
634
WESPAC Advisors SoCal
California
$728K +$700K +2,480 +2,480%
OWD
635
Osborn Williams & Donohoe
Ohio
$727K -$363K -1,287 -33%
SPC
636
Sigma Planning Corp
Michigan
$724K -$2.54M -8,999 -78%
MCA
637
Morris Capital Advisors
Pennsylvania
$716K – – –
GLLW
638
Graves Light Lenhart Wealth
Virginia
$714K +$8.75K +31 +1%
VIA
639
Vident Investment Advisory
Georgia
$711K -$2.64M -9,363 -79%
RIM
640
Regent Investment Management
Kentucky
$710K – – –
MMPW
641
Mitchell McLeod Pugh & Williams
Alabama
$707K – – –
TRAM
642
Tuscan Ridge Asset Management
Illinois
$706K +$706K +2,500 New
BIM
643
Bridges Investment Management
Nebraska
$692K – – –
WCM
644
Weld Capital Management
New York
$689K +$689K +2,443 New
CCM
645
Cox Capital Management
Massachusetts
$684K +$20.9K +74 +3%
Pzena Investment Management
646
Pzena Investment Management
New York
$679K -$119K -423 -15%
JGGDR
647
JGP Global Gestao de Recursos
Brazil
$677K +$310K +1,099 +85%
BWM
648
BT Wealth Management
Georgia
$670K – – –
AGA
649
Accuvest Global Advisors
Utah
$668K +$668K +2,367 New
FFG
650
Frisch Financial Group
New York
$663K +$3.67K +13 +0.6%
24 25
26
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