ELV icon

Elevance Health
ELV

Overview Fund Activity

995 hedge funds and large institutions have $59.9B invested in Elevance Health in 2018 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 288 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+52
Holders Change %
+5.51%
% of All Funds
22.2%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.12%
New
150
Increased
288
Reduced
402
Closed
87
Calls
$627M
Puts
$254M
Net Calls
+$373M
Net Calls Change
+$191M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$400M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$257M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$219M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$221M
2
Two Sigma Investments
Two Sigma Investments
New York
-$179M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$161M
4
SCM
Suvretta Capital Management
New York
-$130M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WA
801
180 Wealth Advisors
Washington
$220K – – –
WWM
802
Windsor Wealth Management
Indiana
$219K – – –
HB
803
Homrich & Berg
Georgia
$216K -$14.4K -55 -6%
GWCM
804
Godshalk Welsh Capital Management
Pennsylvania
$214K -$6.56K -25 -3%
FAG
805
Financial Advisory Group
Texas
$213K – – –
FLAM
806
First Light Asset Management
Minnesota
$211K – – –
WI
807
Wintrust Investments
Illinois
$210K – – –
HL
808
Harding Loevner
New Jersey
$210K – – –
BMC
809
Beaton Management Company
Massachusetts
$210K – – –
WPW
810
Waldron Private Wealth
Pennsylvania
$207K +$207K +791 New
ECAM
811
East Coast Asset Management
Massachusetts
$206K – – –
CIA
812
Capital Investment Advisors
Georgia
$205K +$205K +779 New
KA
813
Kovack Advisors
Florida
$205K +$205K +779 New
TFS
814
Thoroughbred Financial Services
Tennessee
$204K +$204K +778 New
IMOV
815
Investment Management of Virginia
Virginia
$202K – – –
W
816
Wealthquest
Ohio
$202K +$202K +772 New
OWA
817
One Wealth Advisors
California
$201K -$53.9K -205 -21%
SPL
818
Smart Portfolios LLC
Washington
$200K +$7.62K +29 +4%
GLI
819
Guardian Life Insurance
New York
$193K +$1.05K +4 +0.5%
MCM
820
Manchester Capital Management
Vermont
$185K – – –
FNBOSM
821
First National Bank of South Miami
Florida
$185K +$185K +609 New
KA
822
Kaizen Advisory
Illinois
$181K +$23.7K +90 +15%
DWM
823
Doyle Wealth Management
Florida
$175K +$175K +666 New
BOPW
824
Brandywine Oak Private Wealth
Pennsylvania
$175K +$175K +669 New
FEG
825
Financial Enhancement Group
Indiana
$174K – – –
31 32
33
34 35