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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 %
CAM
801
ClariVest Asset Management
California
$259K +$143K +598 +124%
BFC
802
Bedel Financial Consulting
Indiana
$257K – – –
FFBTD
803
First Financial Bank - Trust Division
Ohio
$257K +$257K +1,071 New
AIM
804
Anchor Investment Management
South Carolina
$255K +$15.1K +63 +6%
CT
805
Clearstead Trust
Maine
$254K – – –
GIA
806
GHP Investment Advisors
Colorado
$253K – – –
CLOS
807
Compagnie Lombard Odier SCmA
Switzerland
$250K +$192K +800 +333%
YIA
808
YHB Investment Advisors
Connecticut
$244K -$42.8K -178 -15%
SFS
809
Sowell Financial Services
Arkansas
$244K +$244K +1,015 New
CWM
810
Calamos Wealth Management
Illinois
$243K – – –
TFS
811
Thoroughbred Financial Services
Tennessee
$242K – – –
HSA
812
HBK Sorce Advisory
Pennsylvania
$241K -$135K -562 -36%
WMA
813
Wealth Management Associates
New Jersey
$240K – – –
EHC
814
Everett Harris & Co
California
$240K – – –
CCP
815
Cyrus Capital Partners
New York
$240K +$240K +1,000 New
DT
816
Diversified Trust
Tennessee
$236K -$7.94K -33 -3%
OIA
817
Optimum Investment Advisors
Illinois
$236K +$1.44K +6 +0.6%
PWPS
818
Pinnacle Wealth Planning Services
Ohio
$235K -$36.9K -154 -14%
RFA
819
Reilly Financial Advisors
California
$234K -$9.08M -37,866 -97%
CAG
820
Csenge Advisory Group
Florida
$230K +$230K +958 New
SGI
821
Summit Global Investments
Utah
$229K -$11.3K -47 -5%
BC
822
Bartlett & Co
Ohio
$229K +$21.6K +90 +10%
BCWM
823
Bartlett & Co Wealth Management
Ohio
$229K +$21.6K +90 +10%
SBH
824
Segall Bryant & Hamill
Illinois
$227K – – –
BFA
825
Beaumont Financial Advisors
Massachusetts
$227K +$240 +1 +0.1%
31 32
33
34 35