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Elevance Health
ELV

Overview Fund Activity

995 hedge funds and large institutions have $59.9B invested in Elevance Health in 2018 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 288 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+52
Holders Change %
+5.51%
% of All Funds
22.2%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.12%
New
150
Increased
288
Reduced
402
Closed
87
Calls
$627M
Puts
$254M
Net Calls
+$373M
Net Calls Change
+$191M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$400M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$257M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$219M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$221M
2
Two Sigma Investments
Two Sigma Investments
New York
-$179M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$161M
4
SCM
Suvretta Capital Management
New York
-$130M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
701
Laurel Wealth Advisors (California)
California
$414K +$1.58K +6 +0.4%
BCM
702
Bayesian Capital Management
New York
$411K -$308K -1,171 -43%
BP
703
Ballentine Partners
Massachusetts
$409K -$31.3K -119 -7%
MC
704
Matisse Capital
Oregon
$403K – – –
EWM
705
Evercore Wealth Management
New York
$389K -$130K -496 -25%
BPWA
706
Beacon Pointe Wealth Advisors
California
$379K +$379K +1,443 New
QCG
707
Quadrant Capital Group
Ohio
$376K +$4.03K +16 +1%
BC
708
Banced Corp
Illinois
$373K -$36K -137 -9%
YWP
709
YorkBridge Wealth Partners
New York
$372K – – –
Dodge & Cox
710
Dodge & Cox
California
$368K – – –
BHWM
711
Bar Harbor Wealth Management
New Hampshire
$367K -$33.1K -126 -8%
HCM
712
Hollencrest Capital Management
California
$366K -$14.5K -55 -4%
AWM
713
Alterna Wealth Management
Texas
$366K +$366K +1,945 New
MA
714
MANA Advisors
New York
$363K +$363K +1,383 New
HSA
715
HBK Sorce Advisory
Pennsylvania
$360K -$16.8K -64 -4%
SEIA
716
Signature Estate & Investment Advisors
California
$360K +$263 +1 +0.1%
CA
717
Clearstead Advisors
Ohio
$359K +$12.9K +49 +4%
CT
718
Clearstead Trust
Maine
$357K -$75.6K -288 -17%
CPIG
719
Chicago Partners Investment Group
Illinois
$356K -$202K -800 -36%
KWA
720
KCS Wealth Advisory
California
$353K +$28.3K +108 +9%
PL
721
Plancorp LLC
Missouri
$345K +$3.68K +14 +1%
WHG
722
Westwood Holdings Group
Texas
$341K – – –
FMLI
723
Fukoku Mutual Life Insurance
Japan
$341K +$26.2K +100 +8%
CBB
724
Citizens Business Bank
California
$338K – – –
CFGS
725
Concourse Financial Group Securities
Alabama
$336K +$270K +1,031 +412%
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