ELV icon

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 %
PWPS
726
Pinnacle Wealth Planning Services
Ohio
$333K -$6.82K -26 -2%
FFC
727
First Financial Corp
Indiana
$331K +$281K +1,069 +563%
MCM
728
MAI Capital Management
Ohio
$330K – – –
PL
729
Perpetual Ltd
Australia
$329K – – –
WCM
730
Washington Capital Management
Washington
$328K – – –
SWA
731
Sutton Wealth Advisors
Florida
$327K +$44.6K +170 +16%
SB
732
Simmons Bank
Arkansas
$326K – – –
HCM
733
Hudson Capital Management
New Jersey
$324K -$62.5K -238 -16%
WAM
734
Watermark Asset Management
California
$322K – – –
EWA
735
Exencial Wealth Advisors
Oklahoma
$319K +$319K +1,213 New
AI
736
Accredited Investors
Minnesota
$316K +$316K +1,205 New
TC
737
Trilogy Capital
California
$315K -$66.5K -253 -17%
DCM
738
Donaldson Capital Management
Indiana
$315K -$1.84K -7 -0.6%
DR
739
Davis Rea
Ontario, Canada
$315K – – –
HC
740
Hourglass Capital
Texas
$315K – – –
FWM
741
Fairhaven Wealth Management
Illinois
$315K +$315K +1,200 New
ITIM
742
Indiana Trust & Investment Management
Indiana
$310K -$263 -1 -0.1%
JGGDR
743
JGP Global Gestao de Recursos
Brazil
$309K +$309K +1,177 New
AW
744
Alpha Windward
Massachusetts
$308K -$25.5K -97 -8%
BSW
745
Buckingham Strategic Wealth
Missouri
$308K +$11.8K +45 +4%
CL
746
CPWM LLC
Washington
$302K -$1.31K -5 -0.4%
HP
747
Hikari Power
Japan
$299K – – –
Cetera Investment Advisers
748
Cetera Investment Advisers
Illinois
$299K +$102K +392 +52%
BFS
749
Bradley Foster & Sargent
Connecticut
$294K – – –
ECM
750
ExodusPoint Capital Management
New York
$293K +$293K +1,117 New
28 29
30
31 32