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Elevance Health
ELV

Overview Fund Activity

1,107 hedge funds and large institutions have $67.4B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 349 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+95
Holders Change %
+9.39%
% of All Funds
21.86%
Holding in Top 10
44
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+109.52%
% of All Funds
0.87%
New
194
Increased
349
Reduced
413
Closed
83
Calls
$573M
Puts
$631M
Net Calls
-$57.2M
Net Calls Change
+$54.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$392M
2
Artisan Partners
Artisan Partners
Wisconsin
+$273M
3
DZ Bank
DZ Bank
Germany
+$187M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$186M
5
Bank of America
Bank of America
North Carolina
+$162M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$575M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$187M
4
PP
Prudential plc
United Kingdom
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
651
Gofen & Glossberg
Illinois
$688K +$61.3K +203 +10%
BIM
652
Bridges Investment Management
Nebraska
$680K -$60.4K -200 -8%
BFM
653
Boothbay Fund Management
New York
$669K +$669K +2,214 New
KWA
654
KCS Wealth Advisory
California
$663K +$17.8K +59 +3%
DT
655
Diversified Trust
Tennessee
$660K +$364K +1,205 +123%
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$658K -$265K -877 -29%
P
657
Pitcairn
Pennsylvania
$657K +$23.3K +77 +4%
HCM
658
Hengehold Capital Management
Ohio
$655K -$320K -1,061 -33%
TFA
659
Teamwork Financial Advisors
Texas
$650K +$650K +2,151 New
FIM
660
Freedom Investment Management
Connecticut
$649K -$94K -311 -13%
LWP
661
Legacy Wealth Partners
California
$649K +$649K +2,257 New
GLLW
662
Graves Light Lenhart Wealth
Virginia
$646K -$76.1K -252 -11%
CB
663
Community Bank
New York
$642K – – –
FIA
664
Foundations Investment Advisors
Arizona
$639K -$47.7K -159 -7%
1SB
665
1ST Source Bank
Indiana
$637K -$40.4K -134 -6%
TNB
666
Thomasville National Bank
Georgia
$637K – – –
WAM
667
Wealthspire Advisors (Maryland)
Maryland
$636K +$18.4K +61 +3%
BP
668
Ballentine Partners
Massachusetts
$635K -$8.16K -27 -1%
MHC
669
Meyer Handelman Company
New York
$634K – – –
Voloridge Investment Management
670
Voloridge Investment Management
Florida
$633K -$25.3M -83,656 -98%
OIA
671
OneDigital Investment Advisors
Kansas
$630K -$9.06K -30 -1%
IAA
672
Independent Advisor Alliance
North Carolina
$629K -$112K -372 -15%
CF
673
Centaurus Financial
California
$624K +$624K +2,065 New
LOPW
674
Live Oak Private Wealth
North Carolina
$624K +$624K +2,066 New
9WM
675
9258 Wealth Management
Ohio
$622K +$622K +2,059 New
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