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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 %
HB
851
Homrich & Berg
Georgia
$220K -$22.6K -80 -9%
W
852
Wealthquest
Ohio
$218K – – –
HCM
853
Hudson Capital Management
New Jersey
$218K -$63.8K -226 -23%
Fisher Asset Management
854
Fisher Asset Management
Washington
$215K +$215K +762 New
PCM
855
Prelude Capital Management
New York
$214K +$214K +758 New
RG
856
Renaissance Group
Kentucky
$213K -$27.4M -96,975 -99%
WAM
857
Weiss Asset Management
Massachusetts
$213K +$213K +755 New
GCIA
858
Gabelli & Co Investment Advisers
New York
$212K – – –
SIC
859
Salem Investment Counselors
North Carolina
$212K – – –
CM
860
Capital Management
Virginia
$212K – – –
IMOV
861
Investment Management of Virginia
Virginia
$211K -$225K -795 -52%
GLI
862
Guardian Life Insurance
New York
$208K – – –
CWM
863
Cornerstone Wealth Management
Missouri
$208K +$208K +742 New
SPL
864
Smart Portfolios LLC
Washington
$207K -$7.92K -28 -4%
AWM
865
Altium Wealth Management
New York
$206K -$6.78K -24 -3%
DAS
866
Dynamic Advisor Solutions
Arizona
$206K +$206K +730 New
FPCP
867
Fort Point Capital Partners
California
$205K – – –
ECM
868
Evergreen Capital Management
Washington
$203K +$203K +721 New
GWCM
869
Godshalk Welsh Capital Management
Pennsylvania
$202K – – –
HWA
870
Heritage Wealth Advisors
Virginia
$201K +$66K +234 +49%
DI
871
Diligent Investors
California
$201K +$3.11K +11 +2%
HHGA
872
Halbert Hargrove Global Advisors
California
$200K -$1.41K -5 -0.7%
ADL
873
Asset Dedication LLC
California
$190K +$15.3K +54 +9%
GSWM
874
Golden State Wealth Management
California
$189K – – –
WAP
875
Wealthcare Advisory Partners
Pennsylvania
$189K +$18.1K +64 +11%
33 34
35
36 37