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Elevance Health
ELV

Overview Fund Activity

920 hedge funds and large institutions have $49.8B invested in Elevance Health in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 273 increasing their positions, 381 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
920
Holders Change
+13
Holders Change %
+1.43%
% of All Funds
21.12%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
107
Increased
273
Reduced
381
Closed
84
Calls
$275M
Puts
$222M
Net Calls
+$53.6M
Net Calls Change
+$256M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$416M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$283M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$172M
4
CGI
CI Global Investments
California
+$170M
5
EVM
Eaton Vance Management
Massachusetts
+$155M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$258M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$199M
3
GCM
Glenview Capital Management
New York
-$171M
4
O
OrbiMed
New York
-$148M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
751
Verus Financial Partners
Virginia
$217K +$15K +68 +7%
AWP
752
Ascent Wealth Partners
New York
$212K -$1.54K -7 -0.7%
ADL
753
Asset Dedication LLC
California
$211K +$5.91K +27 +3%
OIA
754
OneDigital Investment Advisors
Kansas
$210K +$440 +2 +0.2%
SCM
755
Schnieders Capital Management
California
$208K – – –
PWPS
756
Pinnacle Wealth Planning Services
Ohio
$208K +$142K +646 +218%
Lido Advisors
757
Lido Advisors
California
$206K +$206K +938 New
HCM
758
Hengehold Capital Management
Ohio
$203K – – –
CPIG
759
Chicago Partners Investment Group
Illinois
$202K – – –
CIP
760
Convergence Investment Partners
Florida
$199K +$199K +904 New
TG
761
TLP Group
Illinois
$199K +$199K +908 New
Fuller & Thaler Asset Management
762
Fuller & Thaler Asset Management
California
$198K -$132K -600 -40%
SC
763
SRB Corp
Massachusetts
$192K – – –
PAM
764
Paradigm Asset Management
New York
$187K – – –
BFC
765
Bedel Financial Consulting
Indiana
$186K +$186K +847 New
HL
766
Harding Loevner
New Jersey
$176K – – –
MCM
767
Manchester Capital Management
Vermont
$176K +$5.05K +23 +3%
BC
768
Bartlett & Co
Ohio
$173K – – –
BCWM
769
Bartlett & Co Wealth Management
Ohio
$173K +$173K +787 New
SIC
770
Salem Investment Counselors
North Carolina
$167K – – –
Cohen & Steers
771
Cohen & Steers
New York
$166K – – –
SPL
772
Smart Portfolios LLC
Washington
$161K +$161K +732 New
FHA
773
First Horizon Advisors
Tennessee
$158K -$4.19K -19 -3%
AF
774
Advisornet Financial
Minnesota
$157K -$29.6K -135 -16%
PFBT
775
Parkside Financial Bank & Trust
Missouri
$145K +$2.4K +11 +2%
29 30
31
32 33