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Elevance Health
ELV

Overview Fund Activity

1,072 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 352 increasing their positions, 428 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+77
Holders Change %
+7.74%
% of All Funds
23.24%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.98%
New
150
Increased
352
Reduced
428
Closed
64
Calls
$395M
Puts
$332M
Net Calls
+$63.1M
Net Calls Change
-$310M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
2
Capital International Investors
Capital International Investors
California
+$424M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$160M
5
Goldman Sachs
Goldman Sachs
New York
+$129M

Top Sellers

1
BlackRock
BlackRock
New York
-$406M
2
LAM
Lyrical Asset Management
New York
-$400M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Boston Partners
Boston Partners
Massachusetts
-$244M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFNAS
751
American Financial Network Advisory Services
California
$422K -$191K -674 -31%
VAS
752
Vestmark Advisory Solutions
Massachusetts
$420K +$420K +1,462 New
HCM
753
Hollencrest Capital Management
California
$416K +$15.8K +55 +4%
MC
754
Matisse Capital
Oregon
$415K -$25K -87 -6%
FI
755
FormulaFolio Investments
Michigan
$415K +$415K +1,445 New
BPWA
756
Beacon Pointe Wealth Advisors
California
$414K – – –
CCP
757
Corient Capital Partners
California
$412K +$158K +550 +62%
BHWM
758
Bar Harbor Wealth Management
New Hampshire
$401K – – –
SEIA
759
Signature Estate & Investment Advisors
California
$400K +$7.16K +25 +2%
BOE
760
Bank of Edwardsville
Illinois
$396K +$396K +1,378 New
RA
761
RFG Advisory
Alabama
$395K +$395K +1,373 New
Connor, Clark & Lunn Investment Management (CC&L)
762
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$395K +$395K +1,375 New
PL
763
Plancorp LLC
Missouri
$393K +$16.3K +57 +4%
YWP
764
YorkBridge Wealth Partners
New York
$391K -$14.9K -52 -4%
IA
765
IFG Advisory
Georgia
$387K -$68.1K -238 -15%
BWM
766
Biltmore Wealth Management
Arizona
$385K +$385K +1,341 New
GRP
767
Global Retirement Partners
California
$383K +$68.7K +239 +22%
CT
768
Clearstead Trust
Maine
$377K -$13.8K -48 -4%
FMLI
769
Fukoku Mutual Life Insurance
Japan
$373K – – –
WHG
770
Westwood Holdings Group
Texas
$373K – – –
JGGDR
771
JGP Global Gestao de Recursos
Brazil
$373K +$35.3K +123 +10%
OIA
772
Optimum Investment Advisors
Illinois
$366K +$355K +1,238 +3,346%
PL
773
Perpetual Ltd
Australia
$364K – – –
CIC
774
Cornercap Investment Counsel
Georgia
$361K +$51.7K +180 +17%
WCM
775
Washington Capital Management
Washington
$359K – – –
29 30
31
32 33