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Elevance Health
ELV

Overview Fund Activity

1,107 hedge funds and large institutions have $67.4B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 349 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+95
Holders Change %
+9.39%
% of All Funds
21.86%
Holding in Top 10
44
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+109.52%
% of All Funds
0.87%
New
194
Increased
349
Reduced
413
Closed
83
Calls
$573M
Puts
$631M
Net Calls
-$57.2M
Net Calls Change
+$54.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$392M
2
Artisan Partners
Artisan Partners
Wisconsin
+$273M
3
DZ Bank
DZ Bank
Germany
+$187M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$186M
5
Bank of America
Bank of America
North Carolina
+$162M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$575M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$187M
4
PP
Prudential plc
United Kingdom
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
751
Evercore Wealth Management
New York
$436K -$9.37K -31 -2%
BPWA
752
Beacon Pointe Wealth Advisors
California
$436K +$906 +3 +0.2%
FTC
753
Farmers Trust Company
Ohio
$435K -$29.3K -97 -6%
BFG
754
Beacon Financial Group
Texas
$435K -$10.6K -35 -2%
BAS
755
Brown Advisory Securities
Maryland
$435K -$7.27K -24 -2%
FANJ
756
Financial Architects (New Jersey)
New Jersey
$432K -$353K -1,170 -45%
FMC
757
First Merchants Corp
Indiana
$432K -$99.5K -329 -19%
CCM
758
Compton Capital Management
Rhode Island
$430K -$15.1K -50 -3%
NL
759
NWAM LLC
Washington
$429K +$429K +1,421 New
NC
760
Noked Capital
Israel
$423K +$423K +1,400 New
NI
761
Noked Israel
Israel
$423K +$423K +1,400 New
BHWM
762
Bar Harbor Wealth Management
New Hampshire
$422K – – –
PL
763
Plancorp LLC
Missouri
$415K – – –
KWMG
764
King Wealth Management Group
Florida
$412K -$75.6K -250 -15%
CFG
765
Citizens Financial Group
Rhode Island
$412K +$161K +533 +64%
CAG
766
Csenge Advisory Group
Florida
$405K +$116K +383 +40%
EI
767
Ethic Inc
New York
$404K +$404K +1,339 New
EGM
768
Engineers Gate Manager
New York
$398K -$1.34M -4,437 -77%
LFAS
769
Level Four Advisory Services
Texas
$397K +$126K +417 +47%
BWCS
770
Beirne Wealth Consulting Services
Connecticut
$395K – – –
ECM
771
Evergreen Capital Management
Washington
$393K +$393K +1,302 New
BUB
772
BBVA USA Bancshares
Texas
$390K +$390K +1,292 New
PWPS
773
Pinnacle Wealth Planning Services
Ohio
$389K +$93.5K +310 +32%
CIM
774
CIM Investment Management
Pennsylvania
$384K – – –
SFA
775
Sequoia Financial Advisors
Ohio
$381K +$381K +1,263 New
29 30
31
32 33