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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 %
WWM
851
Windsor Wealth Management
Indiana
$245K +$5.45K +19 +2%
ST
852
Spinnaker Trust
Maine
$244K -$18.9K -66 -7%
LNC
853
Lincoln National Corp
Pennsylvania
$244K +$244K +850 New
FHC
854
First Heartland Consultants
Missouri
$243K +$243K +846 New
WPP
855
Whalerock Point Partners
Rhode Island
$242K +$242K +845 New
SXL
856
Summit X LLC
Missouri
$241K -$1.44K -5 -0.6%
WPW
857
Waldron Private Wealth
Pennsylvania
$241K +$14.6K +51 +6%
FFC
858
First Financial Corp
Indiana
$240K -$121K -422 -34%
Walleye Capital
859
Walleye Capital
New York
$237K +$237K +825 New
AIM
860
Anchor Investment Management
South Carolina
$237K +$133K +465 +129%
FIA
861
Foundations Investment Advisors
Arizona
$232K +$14.3K +50 +7%
BPA
862
Beacon Pointe Advisors
California
$231K -$32.4K -113 -12%
FAG
863
Financial Advisory Group
Texas
$230K -$3.45K -12 -1%
HL
864
Harding Loevner
New Jersey
$230K – – –
BMC
865
Beaton Management Company
Massachusetts
$230K – – –
AP
866
Appleton Partners
Massachusetts
$230K +$230K +800 New
QCM
867
Quantinno Capital Management
New York
$230K +$230K +802 New
FLAM
868
First Light Asset Management
Minnesota
$228K -$2.29K -8 -1%
PWPS
869
Pinnacle Wealth Planning Services
Ohio
$227K -$139K -481 -38%
OWA
870
One Wealth Advisors
California
$226K +$6.61K +23 +3%
SNT
871
Security National Trust
West Virginia
$226K +$83K +290 +58%
ECAM
872
East Coast Asset Management
Massachusetts
$225K – – –
PFA
873
Pettinga Financial Advisors
Indiana
$225K +$225K +783 New
TFS
874
Thoroughbred Financial Services
Tennessee
$223K +$286 +1 +0.1%
W
875
Wealthquest
Ohio
$222K +$1.14K +4 +0.5%
33 34
35
36 37