ELV icon

Elevance Health
ELV

Overview Fund Activity

1,072 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 352 increasing their positions, 428 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+77
Holders Change %
+7.74%
% of All Funds
23.24%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.98%
New
150
Increased
352
Reduced
428
Closed
64
Calls
$395M
Puts
$332M
Net Calls
+$63.1M
Net Calls Change
-$310M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
2
Capital International Investors
Capital International Investors
California
+$424M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$160M
5
Goldman Sachs
Goldman Sachs
New York
+$129M

Top Sellers

1
BlackRock
BlackRock
New York
-$406M
2
LAM
Lyrical Asset Management
New York
-$400M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Boston Partners
Boston Partners
Massachusetts
-$244M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
651
William Blair & Company
Illinois
$751K +$139K +485 +23%
MYLI
652
Meiji Yasuda Life Insurance
Japan
$750K -$147K -513 -16%
AIA
653
Affinity Investment Advisors
California
$744K – – –
NAM
654
NorthCoast Asset Management
Connecticut
$740K +$740K +2,578 New
CG
655
Colony Group
Massachusetts
$739K +$45.6K +159 +7%
CC
656
Cedar Capital
Illinois
$732K -$41.3K -144 -5%
MCA
657
Morris Capital Advisors
Pennsylvania
$728K -$2.87K -10 -0.4%
RIM
658
Regent Investment Management
Kentucky
$722K – – –
MMPW
659
Mitchell McLeod Pugh & Williams
Alabama
$719K +$8.61K +30 +1%
GLLW
660
Graves Light Lenhart Wealth
Virginia
$717K +$133K +464 +23%
BIM
661
Bridges Investment Management
Nebraska
$703K – – –
EFS
662
Essex Financial Services
Connecticut
$695K -$1.43K -5 -0.2%
AUB
663
Atlantic Union Bankshares
Virginia
$689K -$189K -660 -22%
PAMG
664
Patton Albertson Miller Group
Tennessee
$688K -$48.8K -170 -7%
BAM
665
Belpointe Asset Management
Nevada
$676K +$392K +1,367 +138%
CG
666
Caprock Group
Idaho
$674K -$113K -394 -14%
CCM
667
Cox Capital Management
Massachusetts
$674K +$3.44K +12 +0.5%
CCA
668
Checchi Capital Advisers
California
$673K -$72K -251 -10%
BWM
669
BT Wealth Management
Georgia
$672K -$77K -268 -10%
FFG
670
Frisch Financial Group
New York
$671K -$49.7K -173 -7%
P
671
Pitcairn
Pennsylvania
$666K +$861 +3 +0.1%
PGFC
672
Peapack-Gladstone Financial Corp
New Jersey
$662K -$3.73K -13 -0.6%
1SB
673
1ST Source Bank
Indiana
$660K -$35.3K -123 -5%
WAM
674
Wallington Asset Management
Indiana
$658K +$658K +2,292 New
FA
675
FMA Advisory
Pennsylvania
$651K -$71.2K -248 -10%
25 26
27
28 29