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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 %
TYCC
676
Texas Yale Capital Corp
Florida
$564K -$564K -1,997 -50%
NSEDCP
677
NJ State Employees Deferred Compensation Plan
New Jersey
$564K – – –
CC
678
Chicago Capital
Illinois
$564K – – –
QCG
679
Quadrant Capital Group
Ohio
$563K -$46.7K -170 -8%
SMH
680
Sanders Morris Harris
Texas
$563K +$563K +2,000 New
HPC
681
HM Payson & Co
Maine
$562K +$562K +1,992 New
CC
682
Cedar Capital
Illinois
$555K -$165K -584 -23%
PNC
683
Park National Corp
Ohio
$555K – – –
MCM
684
Monarch Capital Management
Indiana
$553K – – –
DHFB
685
Dixon Hubard Feinour & Brown
Virginia
$548K +$2.26K +8 +0.4%
DCM
686
Donaldson Capital Management
Indiana
$548K +$27.4K +97 +5%
CWM
687
Cedar Wealth Management
California
$547K – – –
FT
688
Fiduciary Trust
Massachusetts
$542K +$63.6K +225 +13%
SWM
689
SeaCrest Wealth Management
New York
$539K +$15.2K +54 +3%
MCM
690
MAI Capital Management
Ohio
$534K +$182K +645 +52%
ALAM
691
Asahi Life Asset Management
Japan
$529K -$109K -385 -17%
TC
692
Telemus Capital
Michigan
$528K -$85K -300 -14%
FMC
693
First Merchants Corp
Indiana
$527K -$11.3K -40 -2%
FIA
694
Foundations Investment Advisors
Arizona
$527K +$298K +1,052 +130%
IUHSA
695
Itau Unibanco Holding S.A.
Brazil
$524K +$414K +1,475 +376%
GC
696
Garde Capital
Washington
$522K – – –
CAM
697
Cozad Asset Management
Illinois
$516K -$5.36K -19 -1%
Carson Wealth (CWM LLC)
698
Carson Wealth (CWM LLC)
Nebraska
$516K – – –
Marshall Wace
699
Marshall Wace
United Kingdom
$515K -$11.6M -41,301 -96%
FA
700
FMA Advisory
Pennsylvania
$512K -$128K -455 -20%
26 27
28
29 30