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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 %
BSW
726
Buckingham Strategic Wealth
Missouri
$309K +$66.5K +243 +27%
BFS
727
Bradley Foster & Sargent
Connecticut
$307K – – –
HCM
728
Hengehold Capital Management
Ohio
$304K +$8.22K +30 +3%
D.E. Shaw & Co
729
D.E. Shaw & Co
New York
$301K – – –
BCM
730
Brookstone Capital Management
Illinois
$299K -$82.4K -300 -22%
SWA
731
Sutton Wealth Advisors
Florida
$294K – – –
DT
732
Diversified Trust
Tennessee
$294K – – –
RFA
733
Reilly Financial Advisors
California
$294K +$142K +518 +93%
Fisher Asset Management
734
Fisher Asset Management
Washington
$293K +$293K +1,070 New
GIA
735
GHP Investment Advisors
Colorado
$289K – – –
CSS
736
Cubist Systematic Strategies
Connecticut
$282K -$569K -2,073 -67%
GRP
737
Global Retirement Partners
California
$282K +$274 +1 +0.1%
BB
738
Busey Bank
Illinois
$279K -$4.93K -18 -2%
MWAC
739
Mariner Wealth Advisors (Cincinnati)
Ohio
$279K – – –
CWM
740
Chesapeake Wealth Management
Virginia
$278K -$26K -95 -9%
SCM
741
Schnieders Capital Management
California
$278K +$18.9K +69 +7%
EHC
742
Everett Harris & Co
California
$274K – – –
CM
743
Capital Management
Virginia
$274K – – –
VCM
744
Virtue Capital Management
Tennessee
$274K +$274K +998 New
SMG
745
Spectrum Management Group
Indiana
$273K – – –
Lido Advisors
746
Lido Advisors
California
$273K +$11.8K +43 +4%
BJL
747
Brighton Jones LLC
Washington
$272K +$274 +1 +0.1%
Voloridge Investment Management
748
Voloridge Investment Management
Florida
$269K -$1.72M -6,286 -86%
OWA
749
One Wealth Advisors
California
$266K -$18.9K -69 -7%
AWP
750
Ascent Wealth Partners
New York
$265K +$3.29K +12 +1%
28 29
30
31 32