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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 %
HS
701
HighVista Strategies
Massachusetts
$508K -$84.7K -300 -14%
SHA
702
Seneca House Advisors
Virginia
$508K +$213K +700 +72%
TPWA
703
TRUE Private Wealth Advisors
Oregon
$503K +$846 +3 +0.2%
LSAG
704
Lake Street Advisors Group
New Hampshire
$501K +$12.7K +45 +3%
PMG
705
ProVise Management Group
Florida
$501K +$501K +1,774 New
PAS
706
Park Avenue Securities
New York
$500K +$65.1K +231 +15%
SRC
707
Shufro Rose & Co
New York
$499K – – –
CP
708
Cumberland Partners
Ontario, Canada
$494K +$494K +1,750 New
OA
709
Oak Associates
Ohio
$491K – – –
LBD
710
Landsberg Bennett & Dubbaneh
Florida
$490K – – –
HTC
711
Haverford Trust Company
Pennsylvania
$488K +$28.5K +101 +6%
LC
712
Loews Corp
New York
$487K -$5.75M -20,373 -92%
CCP
713
Corient Capital Partners
California
$485K +$79.1K +280 +19%
CWG
714
Cornerstone Wealth Group
North Carolina
$485K +$282K +999 +139%
HIIFS
715
Harel Insurance Investments & Financial Services
Israel
$480K +$198K +700 +70%
LCM
716
Landscape Capital Management
New Jersey
$479K +$479K +1,698 New
Massachusetts Financial Services
717
Massachusetts Financial Services
Massachusetts
$476K +$476K +1,688 New
CHC
718
City Holding Co
West Virginia
$475K -$10.2K -36 -2%
KCM
719
Kanawha Capital Management
Virginia
$473K – – –
CWM
720
Chesapeake Wealth Management
Virginia
$465K -$324K -1,149 -41%
PHAM
721
Palisades Hudson Asset Management
Florida
$465K – – –
WP
722
WealthSource Partners
California
$462K +$462K +1,636 New
CA
723
Clearstead Advisors
Ohio
$460K +$564 +2 +0.1%
LWAC
724
Laurel Wealth Advisors (California)
California
$459K +$35.9K +127 +8%
SA
725
Strategic Advisors
New York
$456K -$536K -1,901 -54%
27 28
29
30 31