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 %
DT
801
Diversified Trust
Tennessee
$286K +$16.9K +60 +6%
CWM
802
Calamos Wealth Management
Illinois
$285K -$490K -1,735 -63%
MAM
803
Meeder Asset Management
Ohio
$285K +$138K +488 +94%
TFS
804
Thoroughbred Financial Services
Tennessee
$284K +$64.4K +228 +29%
SGI
805
Summit Global Investments
Utah
$283K -$2.26K -8 -0.8%
AIM
806
Anchor Investment Management
South Carolina
$282K +$49.7K +176 +21%
WMA
807
Wealth Management Associates
New Jersey
$282K – – –
NI
808
Noked Israel
Israel
$282K -$282K -1,000 -50%
NC
809
Noked Capital
Israel
$282K -$282K -1,000 -50%
EHC
810
Everett Harris & Co
California
$282K – – –
QOP
811
Quinn Opportunity Partners
Virginia
$282K +$282K +1,000 New
SCM
812
Sandler Capital Management
New York
$282K +$282K +1,000 New
PPP
813
Private Portfolio Partners
New Jersey
$278K +$70.8K +251 +34%
OIA
814
Optimum Investment Advisors
Illinois
$275K -$84.6K -300 -24%
VCM
815
Virtue Capital Management
Tennessee
$270K +$270K +955 New
SBH
816
Segall Bryant & Hamill
Illinois
$269K – – –
HWA
817
HCR Wealth Advisors
California
$268K +$268K +948 New
BFA
818
Beaumont Financial Advisors
Massachusetts
$267K +$48K +170 +22%
CIP
819
Convergence Investment Partners
Florida
$266K +$10.7K +38 +4%
TTWM
820
TCV Trust & Wealth Management
Virginia
$265K +$18.1K +64 +7%
EWA
821
Exencial Wealth Advisors
Oklahoma
$263K – – –
PG
822
Proffitt & Goodson
Tennessee
$260K -$1.13K -4 -0.4%
B
823
Barings
North Carolina
$259K -$1.48M -5,267 -85%
SCM
824
Schnieders Capital Management
California
$257K -$28.3K -100 -10%
BAM
825
Belpointe Asset Management
Nevada
$254K -$411K -1,457 -62%
31 32
33
34 35