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Elevance Health
ELV

Overview Fund Activity

1,012 hedge funds and large institutions have $54.3B invested in Elevance Health in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 385 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-16
Holders Change %
-1.56%
% of All Funds
22.23%
Holding in Top 10
21
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-41.67%
% of All Funds
0.46%
New
98
Increased
364
Reduced
385
Closed
111
Calls
$421M
Puts
$532M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$464M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$257M
3
BWA
Brave Warrior Advisors
New York
+$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$148M
5
VVP
Vulcan Value Partners
Alabama
+$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$318M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
676
Evermay Wealth Management
Virginia
$498K +$3.12K +13 +0.6%
CPO
677
Cerity Partners OCIO
New York
$496K +$125K +520 +34%
PAMG
678
Patton Albertson Miller Group
Tennessee
$494K -$128K -533 -21%
WAM
679
Wealthspire Advisors (Maryland)
Maryland
$491K -$1.2K -5 -0.2%
SIM
680
Sterling Investment Management
Arizona
$489K -$1.58M -6,578 -76%
LNC
681
Lincoln National Corp
Pennsylvania
$486K +$210K +874 +76%
PAS
682
Park Avenue Securities
New York
$485K +$59.3K +247 +14%
SCM
683
Shelton Capital Management
Colorado
$481K – – –
SMH
684
Sanders Morris Harris
Texas
$481K – – –
CC
685
Chicago Capital
Illinois
$480K – – –
NSEDCP
686
NJ State Employees Deferred Compensation Plan
New Jersey
$480K – – –
FT
687
Fiduciary Trust
Massachusetts
$480K +$19.7K +82 +4%
TYCC
688
Texas Yale Capital Corp
Florida
$479K – – –
HPC
689
HM Payson & Co
Maine
$478K – – –
PNC
690
Park National Corp
Ohio
$473K – – –
SYBT
691
Stock Yards Bank & Trust
Kentucky
$472K -$44.9K -187 -9%
MCM
692
Monarch Capital Management
Indiana
$471K – – –
GRP
693
Global Retirement Partners
California
$467K +$152K +634 +48%
DHFB
694
Dixon Hubard Feinour & Brown
Virginia
$464K -$1.92K -8 -0.4%
MC
695
Miles Capital
Iowa
$463K +$463K +1,927 New
THWM
696
Taylor Hoffman Wealth Management
Virginia
$461K +$168K +700 +57%
QT
697
Quantamental Technologies
New York
$457K +$457K +1,903 New
CCIA
698
Campbell & Co Investment Adviser
Maryland
$456K +$456K +1,901 New
SWM
699
SeaCrest Wealth Management
New York
$455K -$3.84K -16 -0.8%
PMG
700
ProVise Management Group
Florida
$454K +$27.6K +115 +6%
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