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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 %
Susquehanna International Group
676
Susquehanna International Group
Pennsylvania
$448K -$668K -2,438 -60%
FTC
677
Farmers Trust Company
Ohio
$441K – – –
APA
678
American Portfolios Advisors
New York
$439K +$77.6K +283 +21%
CLOS
679
Compagnie Lombard Odier SCmA
Switzerland
$438K – – –
GFPC
680
Global Financial Private Capital
Florida
$438K +$21.7K +79 +5%
LWAC
681
Laurel Wealth Advisors (California)
California
$430K -$2.46K -9 -0.6%
Envestnet Asset Management
682
Envestnet Asset Management
Illinois
$426K -$1.95M -7,112 -82%
BC
683
Banced Corp
Illinois
$426K -$38.4K -140 -8%
MC
684
Matisse Capital
Oregon
$420K +$23.3K +85 +6%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$418K – – –
HCM
686
Hollencrest Capital Management
California
$416K -$20.7K -72 -5%
HPC
687
HM Payson & Co
Maine
$409K – – –
HCM
688
Hudson Capital Management
New Jersey
$403K -$123K -449 -23%
TC
689
Trilogy Capital
California
$398K -$69.1K -252 -15%
FRM
690
Fox Run Management
Connecticut
$397K -$213K -778 -35%
HSA
691
HBK Sorce Advisory
Pennsylvania
$393K – – –
QCG
692
Quadrant Capital Group
Ohio
$393K +$9.59K +36 +3%
YWP
693
YorkBridge Wealth Partners
New York
$391K – – –
Dodge & Cox
694
Dodge & Cox
California
$384K – – –
WEC
695
Winslow Evans & Crocker
Massachusetts
$384K +$308K +1,124 +407%
SEIA
696
Signature Estate & Investment Advisors
California
$376K +$2.75K +10 +0.7%
VF
697
Virtu Financial
New York
$371K +$48K +175 +15%
CA
698
Clearstead Advisors
Ohio
$361K +$548 +2 +0.2%
PL
699
Plancorp LLC
Missouri
$356K – – –
PWPS
700
Pinnacle Wealth Planning Services
Ohio
$356K +$275 +1 +0.1%
26 27
28
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