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Elevance Health
ELV

Overview Fund Activity

1,107 hedge funds and large institutions have $67.4B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 349 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+95
Holders Change %
+9.39%
% of All Funds
21.86%
Holding in Top 10
44
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+109.52%
% of All Funds
0.87%
New
194
Increased
349
Reduced
413
Closed
83
Calls
$573M
Puts
$631M
Net Calls
-$57.2M
Net Calls Change
+$54.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$392M
2
Artisan Partners
Artisan Partners
Wisconsin
+$273M
3
DZ Bank
DZ Bank
Germany
+$187M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$186M
5
Bank of America
Bank of America
North Carolina
+$162M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$575M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$187M
4
PP
Prudential plc
United Kingdom
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
826
Windsor Wealth Management
Indiana
$298K +$26.6K +88 +10%
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$298K +$27.5K +91 +10%
CAM
828
ClariVest Asset Management
California
$296K -$31.2K -103 -10%
CAM
829
Cresset Asset Management
Illinois
$292K +$292K +966 New
BCWM
830
Bartlett & Co Wealth Management
Ohio
$288K – – –
IA
831
IFP Advisors
Florida
$287K -$181K -588 -39%
AWP
832
Ascent Wealth Partners
New York
$286K +$11.5K +38 +4%
HB
833
Horizon Bancorp
Indiana
$286K +$286K +946 New
SGI
834
Summit Global Investments
Utah
$285K -$3.32K -11 -1%
MFG
835
Magnus Financial Group
New York
$282K +$7.55K +25 +3%
PTC
836
Petrus Trust Company
Texas
$280K -$81.6K -270 -23%
OR
837
Olympiad Research
Connecticut
$279K +$279K +923 New
FLPIM
838
F.L. Putnam Investment Management
Massachusetts
$279K +$279K +923 New
MNG
839
Manning & Napier Group
New York
$279K +$279K +926 New
BAM
840
Berkshire Asset Management
Pennsylvania
$278K +$3.33K +11 +1%
BHBT
841
Burke & Herbert Bank & Trust
Virginia
$278K +$278K +920 New
PWM
842
PBMares Wealth Management
Virginia
$274K +$274K +908 New
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$272K -$42.3K -140 -13%
CIP
844
Convergence Investment Partners
Florida
$271K -$2.11K -7 -0.8%
RWB
845
RMR Wealth Builders
New Jersey
$271K +$271K +898 New
AAS
846
Avantax Advisory Services
Texas
$268K +$268K +877 New
LC
847
Loews Corp
New York
$265K -$257K -850 -49%
CCM
848
Coldstream Capital Management
Washington
$265K -$20.9K -69 -7%
HKAM
849
Horizon Kinetics Asset Management
New York
$265K – – –
EMG
850
ETF Managers Group
New Jersey
$263K +$59.9K +196 +30%
32 33
34
35 36