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Elevance Health
ELV

Overview Fund Activity

943 hedge funds and large institutions have $62.4B invested in Elevance Health in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 296 increasing their positions, 391 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
21.59%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
84
Increased
296
Reduced
391
Closed
66
Calls
$491M
Puts
$309M
Net Calls
+$182M
Net Calls Change
+$34.1M

Top Buyers

1
MC
Maverick Capital
Texas
+$277M
2
IAM
Iridian Asset Management
Connecticut
+$242M
3
SCM
Suvretta Capital Management
New York
+$219M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
5
CG
Carmignac Gestion
France
+$186M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$337M
2
N
Natixis
France
-$183M
3
VVP
Vulcan Value Partners
Alabama
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$139M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
751
Verus Financial Partners
Virginia
$265K +$13.1K +48 +5%
LC
752
Lourd Capital
California
$264K +$264K +965 New
FHA
753
First Horizon Advisors
Tennessee
$256K +$35.2K +129 +16%
ST
754
Spinnaker Trust
Maine
$251K +$251K +918 New
NIM
755
NuWave Investment Management
New Jersey
$250K -$164K -598 -40%
SM
756
Sciencast Management
New Jersey
$244K +$244K +900 New
HB
757
Homrich & Berg
Georgia
$241K -$10.1K -37 -4%
SFA
758
Sequoia Financial Advisors
Ohio
$238K -$14.3K -52 -6%
BC
759
Bartlett & Co
Ohio
$236K +$20.3K +74 +9%
BCWM
760
Bartlett & Co Wealth Management
Ohio
$236K +$20.3K +74 +9%
B
761
Bridgeworth
Alabama
$234K +$4.61K +17 +2%
PAM
762
Paradigm Asset Management
New York
$233K – – –
HK
763
Horizon Kinetics
New York
$232K – – –
CIAS
764
Capital Investment Advisory Services
North Carolina
$231K – – –
BFC
765
Bedel Financial Consulting
Indiana
$231K – – –
ACM
766
AlphaStar Capital Management
North Carolina
$230K -$87.9K -321 -28%
SXL
767
Summit X LLC
Missouri
$230K -$3.85K -14 -2%
GWCM
768
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
FHC
769
First Heartland Consultants
Missouri
$230K +$230K +838 New
ZB
770
Zions Bancorporation
Utah
$230K +$230K +841 New
SHA
771
Seneca House Advisors
Virginia
$229K -$10.4K -38 -4%
WWM
772
Windsor Wealth Management
Indiana
$229K +$229K +835 New
CIP
773
Convergence Investment Partners
Florida
$228K -$20K -73 -8%
FAG
774
Financial Advisory Group
Texas
$223K +$223K +812 New
VAM
775
Visionary Asset Management
Texas
$223K +$223K +813 New
29 30
31
32 33