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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 %
WHG
701
Westwood Holdings Group
Texas
$356K +$356K +1,300 New
CBB
702
Citizens Business Bank
California
$353K – – –
BAM
703
Belpointe Asset Management
Nevada
$350K -$13.4K -49 -4%
AW
704
Alpha Windward
Massachusetts
$348K -$18.4K -67 -5%
PL
705
Perpetual Ltd
Australia
$348K – – –
NA
706
NewEdge Advisors
Louisiana
$348K +$348K +1,270 New
MCM
707
MAI Capital Management
Ohio
$344K -$6.03K -22 -2%
WCM
708
Washington Capital Management
Washington
$343K -$27.4K -100 -7%
SB
709
Simmons Bank
Arkansas
$340K -$9.86K -36 -3%
KWA
710
KCS Wealth Advisory
California
$339K +$36.4K +133 +12%
WAM
711
Watermark Asset Management
California
$336K +$41.9K +153 +14%
IUHSA
712
Itau Unibanco Holding S.A.
Brazil
$334K -$234K -852 -41%
JIP
713
Jaffetilchin Investment Partners
Florida
$332K +$332K +1,211 New
DCM
714
Donaldson Capital Management
Indiana
$331K +$1.92K +7 +0.6%
SGI
715
Summit Global Investments
Utah
$330K -$50.7K -185 -13%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$329K -$27.4K -100 -8%
FBT
717
First Bankers Trust
Kentucky
$329K – – –
HC
718
Hourglass Capital
Texas
$329K – – –
DR
719
Davis Rea
Ontario, Canada
$329K – – –
HA
720
Hays Advisory
Tennessee
$327K +$23K +84 +8%
ITIM
721
Indiana Trust & Investment Management
Indiana
$324K – – –
FMC
722
First Merchants Corp
Indiana
$323K -$27.4K -100 -8%
CL
723
CPWM LLC
Washington
$316K -$548 -2 -0.2%
HP
724
Hikari Power
Japan
$312K – – –
YIA
725
YHB Investment Advisors
Connecticut
$310K -$22.2K -81 -7%
27 28
29
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