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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 %
MPM
651
Meritage Portfolio Management
Kansas
$658K +$658K +2,333 New
BAS
652
Brown Advisory Securities
Maryland
$655K -$97.6K -346 -13%
RA
653
Rational Advisors
New York
$651K +$628K +2,226 +2,715%
ACS
654
Archford Capital Strategies
Illinois
$649K -$350K -1,239 -35%
P
655
Pitcairn
Pennsylvania
$638K -$16.1K -57 -2%
1SB
656
1ST Source Bank
Indiana
$633K -$15.8K -56 -2%
DWT
657
Dorsey & Whitney Trust
South Dakota
$627K +$37.5K +133 +6%
BP
658
Ballentine Partners
Massachusetts
$627K +$182K +644 +41%
GG
659
Gofen & Glossberg
Illinois
$624K – – –
PFO
660
Pathstone Family Office
New Jersey
$624K +$175K +619 +39%
D.E. Shaw & Co
661
D.E. Shaw & Co
New York
$621K -$1.07M -3,795 -63%
CG
662
Caprock Group
Idaho
$612K -$50.5K -179 -8%
MYIA
663
Mount Yale Investment Advisors
Colorado
$610K +$134K +467 +28%
SYBT
664
Stock Yards Bank & Trust
Kentucky
$608K +$52.8K +187 +10%
CB
665
Community Bank
New York
$600K – – –
TNB
666
Thomasville National Bank
Georgia
$595K – – –
WS
667
Wedbush Securities
California
$595K +$80.4K +285 +16%
MHC
668
Meyer Handelman Company
New York
$593K – – –
CA
669
Cetera Advisors
Colorado
$586K -$10.4K -37 -2%
EWM
670
Evermay Wealth Management
Virginia
$582K -$11.3K -40 -2%
WAM
671
Wealthspire Advisors (Maryland)
Maryland
$579K +$3.39K +12 +0.6%
NA
672
NewEdge Advisors
Louisiana
$570K -$33.8K -120 -6%
KWA
673
KCS Wealth Advisory
California
$569K +$106K +377 +23%
Two Sigma Investments
674
Two Sigma Investments
New York
$568K -$58.1M -205,994 -99%
SCM
675
Shelton Capital Management
Colorado
$565K +$403K +1,427 +248%
25 26
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