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Elevance Health
ELV

Overview Fund Activity

1,012 hedge funds and large institutions have $54.3B invested in Elevance Health in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 385 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-16
Holders Change %
-1.56%
% of All Funds
22.23%
Holding in Top 10
21
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-41.67%
% of All Funds
0.46%
New
98
Increased
364
Reduced
385
Closed
111
Calls
$421M
Puts
$532M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$464M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$257M
3
BWA
Brave Warrior Advisors
New York
+$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$148M
5
VVP
Vulcan Value Partners
Alabama
+$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$318M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
726
Brookstone Capital Management
Illinois
$405K +$19K +79 +5%
LSAG
727
Lake Street Advisors Group
New Hampshire
$404K -$5.07K -22 -1%
CA
728
Clearstead Advisors
Ohio
$402K +$10.3K +43 +3%
JT
729
Jump Trading
Illinois
$400K +$400K +1,667 New
PHAM
730
Palisades Hudson Asset Management
Florida
$396K – – –
SCM
731
Southport Capital Management
Tennessee
$396K +$396K +1,650 New
KWMG
732
King Wealth Management Group
Florida
$387K +$116K +485 +43%
Qube Research & Technologies (QRT)
733
Qube Research & Technologies (QRT)
United Kingdom
$386K +$386K +1,609 New
HAG
734
HighPoint Advisor Group
Illinois
$385K +$115K +409 +43%
IA
735
IFG Advisory
Georgia
$384K +$169K +704 +78%
SA
736
Strategic Advisors
New York
$383K -$5.28K -22 -1%
APA
737
American Portfolios Advisors
New York
$380K -$288K -1,200 -43%
RA
738
RFG Advisory
Alabama
$374K +$31.2K +130 +9%
FTC
739
Farmers Trust Company
Ohio
$369K -$1.2K -5 -0.3%
LWAC
740
Laurel Wealth Advisors (California)
California
$362K -$28.1K -117 -7%
PFP
741
Pinnacle Financial Partners
Tennessee
$362K +$362K +1,508 New
IA
742
IFP Advisors
Florida
$360K +$360K +1,520 New
HCM
743
Hollencrest Capital Management
California
$359K +$11.3K +47 +3%
VAS
744
Vestmark Advisory Solutions
Massachusetts
$356K -$18.5K -77 -5%
PPP
745
Private Portfolio Partners
New Jersey
$356K +$119K +496 +50%
AAS
746
Annex Advisory Services
Wisconsin
$355K -$1.68M -6,991 -83%
EWM
747
Evercore Wealth Management
New York
$354K -$7.21K -30 -2%
CCM
748
Compton Capital Management
Rhode Island
$354K – – –
MWNA
749
Marshall Wace North America
New York
$353K -$3.92M -16,304 -92%
BAS
750
Brown Advisory Securities
Maryland
$351K -$207K -860 -37%
28 29
30
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