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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 %
CCM
826
Coldstream Capital Management
Washington
$226K -$20.1K -84 -8%
B
827
Barings
North Carolina
$223K +$1.45K +6 +0.7%
LCM
828
Landscape Capital Management
New Jersey
$219K -$189K -786 -46%
BAM
829
Berkshire Asset Management
Pennsylvania
$218K -$64.8K -270 -23%
AWP
830
Ascent Wealth Partners
New York
$218K -$61.5K -256 -22%
MFG
831
Magnus Financial Group
New York
$218K -$27.3K -114 -11%
BBHC
832
Brown Brothers Harriman & Co
New York
$218K +$189K +787 +645%
CIP
833
Convergence Investment Partners
Florida
$217K -$9.11K -38 -4%
BPA
834
Beacon Pointe Advisors
California
$216K +$216K +900 New
EMG
835
Ellington Management Group
Connecticut
$216K +$216K +900 New
LFAS
836
Level Four Advisory Services
Texas
$215K -$30.5K -127 -12%
PWMAG
837
Pinnacle Wealth Management Advisory Group
New Jersey
$215K – – –
WWM
838
Windsor Wealth Management
Indiana
$214K -$144K -607 -40%
Fisher Asset Management
839
Fisher Asset Management
Washington
$212K +$28.6K +119 +16%
HKAM
840
Horizon Kinetics Asset Management
New York
$211K – – –
PL
841
Perpetual Ltd
Australia
$208K – – –
SCM
842
Schnieders Capital Management
California
$206K -$12K -50 -6%
SPL
843
Smart Portfolios LLC
Washington
$205K – – –
WPP
844
Whalerock Point Partners
Rhode Island
$203K – – –
MAFM
845
Mid Atlantic Financial Management
Pennsylvania
$202K -$46K -192 -19%
GFPC
846
Global Financial Private Capital
Florida
$201K -$7.91K -33 -4%
CFG
847
Citizens Financial Group
Rhode Island
$199K +$3.36K +14 +2%
BAM
848
Belpointe Asset Management
Nevada
$197K -$18.7K -78 -9%
FHA
849
First Horizon Advisors
Tennessee
$194K – – –
RA
850
Rational Advisors
New York
$192K -$362K -1,508 -65%
32 33
34
35 36