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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 %
AWP
776
Ascent Wealth Partners
New York
$328K +$50.4K +179 +18%
SXL
777
Summit X LLC
Missouri
$327K +$92.3K +329 +39%
CGL
778
Clarius Group LLC
Washington
$324K -$11.3K -40 -3%
LNC
779
Lincoln National Corp
Pennsylvania
$324K +$84.5K +300 +35%
CCM
780
Crabel Capital Management
California
$324K +$324K +1,147 New
YWP
781
YorkBridge Wealth Partners
New York
$321K -$63.7K -226 -17%
PWPS
782
Pinnacle Wealth Planning Services
Ohio
$320K +$97.6K +346 +44%
GIM
783
Goelzer Investment Management
Indiana
$319K +$115K +409 +57%
FBT
784
First Bankers Trust
Kentucky
$318K -$6.77K -24 -2%
KWMG
785
King Wealth Management Group
Florida
$318K +$53.6K +190 +20%
BSW
786
Buckingham Strategic Wealth
Missouri
$311K -$8.74K -31 -3%
Lido Advisors
787
Lido Advisors
California
$303K -$15.8K -56 -5%
BFC
788
Bedel Financial Consulting
Indiana
$302K – – –
CT
789
Clearstead Trust
Maine
$299K -$71.4K -253 -19%
GIA
790
GHP Investment Advisors
Colorado
$298K – – –
BB
791
Busey Bank
Illinois
$297K -$9.32K -33 -3%
HCM
792
Hengehold Capital Management
Ohio
$295K – – –
WEC
793
Winslow Evans & Crocker
Massachusetts
$292K -$271K -954 -48%
MAFM
794
Mid Atlantic Financial Management
Pennsylvania
$292K +$292K +1,035 New
CCM
795
Coldstream Capital Management
Washington
$290K -$11K -39 -4%
FANJ
796
Financial Architects (New Jersey)
New Jersey
$290K +$274K +969 +1,700%
MFG
797
Magnus Financial Group
New York
$289K +$18.9K +67 +7%
LFAS
798
Level Four Advisory Services
Texas
$289K +$34.7K +123 +14%
HAG
799
HighPoint Advisor Group
Illinois
$289K +$289K +959 New
PW
800
Price Wealth
Texas
$287K +$17 +17 +0%
30 31
32
33 34