ELV icon

Elevance Health
ELV

Overview Fund Activity

1,072 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 352 increasing their positions, 428 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+77
Holders Change %
+7.74%
% of All Funds
23.24%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.98%
New
150
Increased
352
Reduced
428
Closed
64
Calls
$395M
Puts
$332M
Net Calls
+$63.1M
Net Calls Change
-$310M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
2
Capital International Investors
Capital International Investors
California
+$424M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$160M
5
Goldman Sachs
Goldman Sachs
New York
+$129M

Top Sellers

1
BlackRock
BlackRock
New York
-$406M
2
LAM
Lyrical Asset Management
New York
-$400M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Boston Partners
Boston Partners
Massachusetts
-$244M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
826
Gideon Capital Advisors
New York
$275K +$275K +958 New
DT
827
Diversified Trust
Tennessee
$274K -$34.5K -120 -11%
MFG
828
Magnus Financial Group
New York
$274K – – –
GW
829
GW & Wade
Massachusetts
$274K +$274K +956 New
SBH
830
Segall Bryant & Hamill
Illinois
$272K +$272K +950 New
KWMG
831
King Wealth Management Group
Florida
$269K +$269K +938 New
EWA
832
Exencial Wealth Advisors
Oklahoma
$268K -$80.4K -280 -23%
CG
833
Cutler Group
California
$266K +$266K +927 New
PG
834
Proffitt & Goodson
Tennessee
$265K -$1.09M -3,803 -80%
PWMAG
835
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$640K -2,225 -71%
SFA
836
Sequoia Financial Advisors
Ohio
$263K +$22.9K +80 +10%
CIP
837
Convergence Investment Partners
Florida
$260K -$6.32K -22 -2%
NFG
838
Next Financial Group
Texas
$260K +$153K +533 +143%
NFH
839
NEXT Financial Holdings
Texas
$260K +$260K +907 New
HKAM
840
Horizon Kinetics Asset Management
New York
$259K +$259K +901 New
LFAS
841
Level Four Advisory Services
Texas
$258K -$11.8K -41 -4%
HWMG
842
Hurlow Wealth Management Group
Indiana
$256K – – –
FHA
843
First Horizon Advisors
Tennessee
$253K -$16.6K -58 -6%
FRM
844
Fox Run Management
Connecticut
$253K +$253K +883 New
TTWM
845
TCV Trust & Wealth Management
Virginia
$250K +$250K +873 New
JT
846
Jump Trading
Illinois
$248K +$248K +865 New
BCWM
847
Bartlett & Co Wealth Management
Ohio
$247K – – –
BC
848
Bartlett & Co
Ohio
$247K – – –
HB
849
Homrich & Berg
Georgia
$247K +$10.3K +36 +4%
PRC
850
Pearl River Capital
Michigan
$246K +$246K +854 New
32 33
34
35 36