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Elevance Health
ELV

Overview Fund Activity

943 hedge funds and large institutions have $62.4B invested in Elevance Health in 2018 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 296 increasing their positions, 391 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
21.59%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.96%
New
84
Increased
296
Reduced
391
Closed
66
Calls
$491M
Puts
$309M
Net Calls
+$182M
Net Calls Change
+$34.1M

Top Buyers

1
MC
Maverick Capital
Texas
+$277M
2
IAM
Iridian Asset Management
Connecticut
+$242M
3
SCM
Suvretta Capital Management
New York
+$219M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$199M
5
CG
Carmignac Gestion
France
+$186M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$337M
2
N
Natixis
France
-$183M
3
VVP
Vulcan Value Partners
Alabama
-$174M
4
Citadel Advisors
Citadel Advisors
Florida
-$139M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
851
1834 Investment Advisors
Wisconsin
$69K -$13.8K -50 -17%
CFGS
852
Concourse Financial Group Securities
Alabama
$69K +$69K +250 New
APP
853
Avantax Planning Partners
Iowa
$69K +$69K +251 New
WOC
854
West Oak Capital
California
$68.5K – – –
TG
855
TLP Group
Illinois
$68K +$68K +249 New
ONST
856
Old North State Trust
North Carolina
$68K +$68K +250 New
VNA
857
Valley National Advisers
Pennsylvania
$67K – – –
HFM
858
Harvest Fund Management
China
$67K – – –
MWM
859
Mascoma Wealth Management
New Hampshire
$66K – – –
VVP
860
Vulcan Value Partners
Alabama
$64K -$174M -635,959 -100%
TCOV
861
Trust Company of Vermont
Vermont
$62K – – –
IBOK
862
Independence Bank of Kentucky
Kentucky
$60K – – –
TIM
863
Tortoise Investment Management
New York
$59K – – –
CAW
864
Cornerstone Advisors (Washington)
Washington
$58K -$77.1K -279 -57%
AWM
865
AllSquare Wealth Management
New York
$58K – – –
CI
866
CX Institutional
Indiana
$58K – – –
MFW
867
Mosaic Family Wealth
Missouri
$56K +$56K +200 New
HDIM
868
Hanson & Doremus Investment Management
Vermont
$55K – – –
FIA
869
FNY Investment Advisers
New York
$54K +$54K +200 New
VCM
870
Versant Capital Management
Arizona
$53K -$4.08K -15 -7%
FFC
871
First Financial Corp
Indiana
$52K – – –
FGAM
872
Financial Gravity Asset Management
Texas
$50K -$529 -2 -1%
OSNBOA
873
Old Second National Bank of Aurora
Illinois
$49K – – –
WPA
874
West Paces Advisors
Georgia
$47.1K – – –
GP
875
Girard Partners
Pennsylvania
$46K +$46K +168 New
33 34
35
36 37