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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 %
IA
826
IFG Advisory
Georgia
$253K -$128K -455 -34%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$253K -$5.65K -20 -2%
ECM
828
ExodusPoint Capital Management
New York
$249K -$2.03M -7,192 -89%
HKAM
829
Horizon Kinetics Asset Management
New York
$248K -$6.5K -23 -3%
GFPC
830
Global Financial Private Capital
Florida
$246K -$961K -3,407 -80%
CIAS
831
Capital Investment Advisory Services
North Carolina
$246K +$72.5K +240 +42%
PL
832
Perpetual Ltd
Australia
$245K -$113K -401 -32%
FAG
833
Financial Advisory Group
Texas
$244K – – –
BCWM
834
Bartlett & Co Wealth Management
Ohio
$243K +$282 +1 +0.1%
BC
835
Bartlett & Co
Ohio
$243K +$282 +1 +0.1%
WPP
836
Whalerock Point Partners
Rhode Island
$238K – – –
HWMG
837
Hurlow Wealth Management Group
Indiana
$236K -$60.2K -198 -20%
BWA
838
BDO Wealth Advisors
Florida
$235K +$224K +792 +1,980%
ST
839
Spinnaker Trust
Maine
$233K -$7.04K -25 -3%
AP
840
Appleton Partners
Massachusetts
$232K +$5.93K +21 +3%
CFG
841
Citizens Financial Group
Rhode Island
$230K +$84.3K +299 +58%
FHA
842
First Horizon Advisors
Tennessee
$228K -$19.6K -70 -8%
SFA
843
Sequoia Financial Advisors
Ohio
$227K -$31.6K -112 -12%
HL
844
Harding Loevner
New Jersey
$226K – – –
BMC
845
Beaton Management Company
Massachusetts
$226K – – –
FLAM
846
First Light Asset Management
Minnesota
$224K – – –
Cetera Investment Advisers
847
Cetera Investment Advisers
Illinois
$223K -$59.4K -210 -21%
PFA
848
Pettinga Financial Advisors
Indiana
$223K +$1.7K +6 +0.8%
BA
849
Boston Advisors
Massachusetts
$222K -$2.25M -7,968 -91%
ECAM
850
East Coast Asset Management
Massachusetts
$222K – – –
32 33
34
35 36