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Elevance Health
ELV

Overview Fund Activity

1,072 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 352 increasing their positions, 428 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+77
Holders Change %
+7.74%
% of All Funds
23.24%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.98%
New
150
Increased
352
Reduced
428
Closed
64
Calls
$395M
Puts
$332M
Net Calls
+$63.1M
Net Calls Change
-$310M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
2
Capital International Investors
Capital International Investors
California
+$424M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$160M
5
Goldman Sachs
Goldman Sachs
New York
+$129M

Top Sellers

1
BlackRock
BlackRock
New York
-$406M
2
LAM
Lyrical Asset Management
New York
-$400M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Boston Partners
Boston Partners
Massachusetts
-$244M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
726
Lake Street Advisors Group
New Hampshire
$496K -$171K -597 -26%
CHC
727
City Holding Co
West Virginia
$494K +$18.4K +64 +4%
FT
728
Fiduciary Trust
Massachusetts
$486K – – –
KCM
729
Kanawha Capital Management
Virginia
$481K -$129K -450 -21%
OAM
730
Oppenheimer Asset Management
New York
$480K -$730K -2,542 -60%
MYIA
731
Mount Yale Investment Advisors
Colorado
$477K -$142K -493 -23%
PHAM
732
Palisades Hudson Asset Management
Florida
$473K -$43.1K -150 -8%
KWA
733
KCS Wealth Advisory
California
$471K +$84.7K +295 +22%
NICM
734
Neo Ivy Capital Management
New York
$470K +$470K +1,639 New
BWCS
735
Beirne Wealth Consulting Services
Connecticut
$468K -$14.1K -49 -3%
HTC
736
Haverford Trust Company
Pennsylvania
$467K -$50.2K -175 -10%
CA
737
Clearstead Advisors
Ohio
$467K +$75.2K +262 +19%
HMS
738
Hanseatic Management Services
New Mexico
$460K +$574 +2 +0.1%
PFO
739
Pathstone Family Office
New Jersey
$457K +$323K +1,125 +241%
BP
740
Ballentine Partners
Massachusetts
$452K +$6.3K +22 +1%
HSA
741
HBK Sorce Advisory
Pennsylvania
$446K +$52.6K +183 +13%
BRWA
742
B. Riley Wealth Advisors
Florida
$446K +$446K +1,553 New
CCM
743
Compton Capital Management
Rhode Island
$445K -$41.3K -144 -9%
PAS
744
Park Avenue Securities
New York
$445K +$445K +1,542 New
FTC
745
Farmers Trust Company
Ohio
$443K -$26.4K -92 -6%
IMOV
746
Investment Management of Virginia
Virginia
$442K +$221K +771 +100%
CPO
747
Cerity Partners OCIO
New York
$434K -$981K -3,417 -69%
EWM
748
Evercore Wealth Management
New York
$431K +$5.74K +20 +1%
LWAC
749
Laurel Wealth Advisors (California)
California
$430K -$22.7K -79 -5%
MMG
750
Monetary Management Group
Missouri
$423K -$28.7K -100 -6%
28 29
30
31 32