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Elevance Health
ELV

Overview Fund Activity

995 hedge funds and large institutions have $59.9B invested in Elevance Health in 2018 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 288 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+52
Holders Change %
+5.51%
% of All Funds
22.2%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.12%
New
150
Increased
288
Reduced
402
Closed
87
Calls
$627M
Puts
$254M
Net Calls
+$373M
Net Calls Change
+$191M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$400M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$257M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$219M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$221M
2
Two Sigma Investments
Two Sigma Investments
New York
-$179M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$161M
4
SCM
Suvretta Capital Management
New York
-$130M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
751
Lido Advisors
California
$292K +$29.7K +113 +11%
YIA
752
YHB Investment Advisors
Connecticut
$287K -$10.5K -40 -4%
GRP
753
Global Retirement Partners
California
$287K +$17.1K +65 +6%
BFPW
754
BOK Financial Private Wealth
Colorado
$284K +$284K +1,083 New
CIC
755
Cornercap Investment Counsel
Georgia
$283K -$2.91M -11,083 -91%
DT
756
Diversified Trust
Tennessee
$282K +$788 +3 +0.3%
CWM
757
Chesapeake Wealth Management
Virginia
$282K +$15.7K +60 +6%
BFC
758
Bedel Financial Consulting
Indiana
$281K +$62.5K +238 +29%
GIA
759
GHP Investment Advisors
Colorado
$277K – – –
BJL
760
Brighton Jones LLC
Washington
$274K +$13.1K +50 +5%
BB
761
Busey Bank
Illinois
$268K – – –
LC
762
Lourd Capital
California
$268K +$14.2K +54 +6%
HCM
763
Hengehold Capital Management
Ohio
$267K -$24.4K -93 -8%
VFP
764
Verus Financial Partners
Virginia
$265K – – –
SCM
765
Schnieders Capital Management
California
$264K -$1.31K -5 -0.5%
ACM
766
Advent Capital Management
New York
$263K -$1.66M -6,300 -86%
HIIFS
767
Harel Insurance Investments & Financial Services
Israel
$263K -$1.05M -4,000 -80%
SGI
768
Summit Global Investments
Utah
$263K -$52.7K -201 -17%
EHC
769
Everett Harris & Co
California
$263K – – –
CM
770
Capital Management
Virginia
$263K – – –
HWMG
771
Hurlow Wealth Management Group
Indiana
$263K +$263K +974 New
WCA
772
Windsor Creek Advisors
Vermont
$263K +$263K +1,000 New
WMA
773
Wealth Management Associates
New Jersey
$263K +$263K +1,000 New
SMG
774
Spectrum Management Group
Indiana
$262K – – –
BAM
775
Belpointe Asset Management
Nevada
$260K -$75.6K -288 -23%
29 30
31
32 33