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Elevance Health
ELV

Overview Fund Activity

1,012 hedge funds and large institutions have $54.3B invested in Elevance Health in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 385 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-16
Holders Change %
-1.56%
% of All Funds
22.23%
Holding in Top 10
21
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-41.67%
% of All Funds
0.46%
New
98
Increased
364
Reduced
385
Closed
111
Calls
$421M
Puts
$532M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$464M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$257M
3
BWA
Brave Warrior Advisors
New York
+$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$148M
5
VVP
Vulcan Value Partners
Alabama
+$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$318M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
776
Sound View Wealth Advisors Group
Georgia
$297K +$14.4K +60 +5%
DIA
777
Dean Investment Associates
Ohio
$291K -$2.65K -11 -0.9%
MCM
778
Manchester Capital Management
Vermont
$291K – – –
HWA
779
HCR Wealth Advisors
California
$291K +$63K +262 +28%
I
780
IberiaBank
Louisiana
$289K -$721 -3 -0.2%
AI
781
Accredited Investors
Minnesota
$289K – – –
Dodge & Cox
782
Dodge & Cox
California
$288K – – –
FPA
783
First Pacific Advisors
California
$288K – – –
HC
784
Hourglass Capital
Texas
$288K – – –
EWA
785
EP Wealth Advisors
California
$287K +$287K +1,193 New
PTC
786
Petrus Trust Company
Texas
$287K +$287K +1,196 New
MA
787
MANA Advisors
New York
$285K +$285K +1,189 New
FBT
788
First Bankers Trust
Kentucky
$284K +$13.4K +56 +5%
ITIM
789
Indiana Trust & Investment Management
Indiana
$283K – – –
CL
790
CPWM LLC
Washington
$283K +$2.89K +12 +1%
MWM
791
Mission Wealth Management
California
$281K -$82.9K -345 -23%
BFS
792
Bradley Foster & Sargent
Connecticut
$280K – – –
SXL
793
Summit X LLC
Missouri
$276K -$4.33K -18 -2%
MAM
794
Meeder Asset Management
Ohio
$274K +$31.9K +133 +13%
GIM
795
Goelzer Investment Management
Indiana
$273K +$1.92K +8 +0.7%
AW
796
Alpha Windward
Massachusetts
$268K -$240 -1 -0.1%
BSW
797
Buckingham Strategic Wealth
Missouri
$266K +$722 +3 +0.3%
WAM
798
Weiss Asset Management
Massachusetts
$266K +$84.6K +352 +47%
Lido Advisors
799
Lido Advisors
California
$264K +$6.23K +26 +2%
RWA
800
Redhawk Wealth Advisors
Minnesota
$260K +$260K +1,084 New
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