ELV icon

Elevance Health
ELV

Overview Fund Activity

1,028 hedge funds and large institutions have $64.3B invested in Elevance Health in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 400 increasing their positions, 378 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
-44
Holders Change %
-4.1%
% of All Funds
22.36%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.78%
New
98
Increased
400
Reduced
378
Closed
129
Calls
$595M
Puts
$568M
Net Calls
+$27M
Net Calls Change
-$36.1M

Top Buyers

1
TCI Fund Management
TCI Fund Management
United Kingdom
+$850M
2
Capital International Investors
Capital International Investors
California
+$640M
3
Invesco
Invesco
Georgia
+$622M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$542M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$424M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$657M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$281M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$261M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$230M
5
MC
Maverick Capital
Texas
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
751
Guardian Capital
Ontario, Canada
$382K -$138K -489 -27%
BOE
752
Bank of Edwardsville
Illinois
$380K -$8.75K -31 -2%
BWCS
753
Beirne Wealth Consulting Services
Connecticut
$369K -$90.8K -322 -20%
GRP
754
Global Retirement Partners
California
$369K -$6.77K -24 -2%
CBB
755
Citizens Business Bank
California
$369K +$18.4K +65 +5%
FMLI
756
Fukoku Mutual Life Insurance
Japan
$367K – – –
NFG
757
Next Financial Group
Texas
$360K +$104K +368 +41%
WCM
758
Washington Capital Management
Washington
$353K – – –
SWA
759
Sutton Wealth Advisors
Florida
$351K -$1.13K -4 -0.3%
DIA
760
Dean Investment Associates
Ohio
$345K -$1.41K -5 -0.4%
THWM
761
Taylor Hoffman Wealth Management
Virginia
$344K -$197K -700 -36%
MCM
762
Manchester Capital Management
Vermont
$343K – – –
I
763
IberiaBank
Louisiana
$340K -$6.2K -22 -2%
AI
764
Accredited Investors
Minnesota
$340K – – –
FPA
765
First Pacific Advisors
California
$339K -$1.21M -4,275 -78%
Dodge & Cox
766
Dodge & Cox
California
$339K – – –
HC
767
Hourglass Capital
Texas
$339K – – –
DR
768
Davis Rea
Ontario, Canada
$339K – – –
YIA
769
YHB Investment Advisors
Connecticut
$337K – – –
AW
770
Alpha Windward
Massachusetts
$334K +$1.79K +6 +0.5%
ITIM
771
Indiana Trust & Investment Management
Indiana
$333K – – –
BAM
772
Berkshire Asset Management
Pennsylvania
$332K – – –
SVWAG
773
Sound View Wealth Advisors Group
Georgia
$332K +$332K +1,175 New
CL
774
CPWM LLC
Washington
$329K +$847 +3 +0.3%
BFS
775
Bradley Foster & Sargent
Connecticut
$329K +$13.3K +47 +4%
29 30
31
32 33