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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 %
OAM
726
Oppenheimer Asset Management
New York
$455K -$18.7K -66 -4%
BCM
727
Brookstone Capital Management
Illinois
$453K +$159K +565 +54%
HSA
728
HBK Sorce Advisory
Pennsylvania
$442K +$3.67K +13 +0.8%
VAS
729
Vestmark Advisory Solutions
Massachusetts
$441K +$28K +99 +7%
FTC
730
Farmers Trust Company
Ohio
$436K – – –
CPO
731
Cerity Partners OCIO
New York
$436K +$10.1K +36 +2%
SMG
732
Spectrum Management Group
Indiana
$429K +$148K +525 +53%
MWM
733
Mission Wealth Management
California
$428K +$428K +1,515 New
CSS
734
Cubist Systematic Strategies
Connecticut
$426K -$4.37M -15,505 -91%
WWM
735
Windsor Wealth Management
Indiana
$426K +$184K +652 +76%
EWM
736
Evercore Wealth Management
New York
$424K +$564 +2 +0.1%
BWM
737
Buckley Wealth Management
Nevada
$423K +$423K +1,500 New
SFA
738
Semmax Financial Advisors
North Carolina
$417K +$300K +1,062 +255%
CCM
739
Compton Capital Management
Rhode Island
$416K -$21.2K -75 -5%
MMG
740
Monetary Management Group
Missouri
$416K – – –
AFNAS
741
American Financial Network Advisory Services
California
$415K -$4.8K -17 -1%
BFG
742
Beacon Financial Group
Texas
$411K +$411K +1,455 New
MC
743
Matisse Capital
Oregon
$408K – – –
HCM
744
Hollencrest Capital Management
California
$408K – – –
BPWA
745
Beacon Pointe Wealth Advisors
California
$408K +$846 +3 +0.2%
BRWA
746
B. Riley Wealth Advisors
Florida
$405K -$33.6K -119 -8%
RA
747
RFG Advisory
Alabama
$403K +$15.8K +56 +4%
BHWM
748
Bar Harbor Wealth Management
New Hampshire
$395K – – –
SEIA
749
Signature Estate & Investment Advisors
California
$391K -$2.82K -10 -0.7%
PL
750
Plancorp LLC
Missouri
$391K +$4.51K +16 +1%
28 29
30
31 32