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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 %
HL
851
Harding Loevner
New Jersey
$192K – – –
OAM
852
Oppenheimer Asset Management
New York
$189K -$197K -820 -51%
BWA
853
BDO Wealth Advisors
Florida
$187K -$13K -54 -6%
WEC
854
Winslow Evans & Crocker
Massachusetts
$186K -$63K -260 -25%
SIC
855
Salem Investment Counselors
North Carolina
$180K – – –
GLI
856
Guardian Life Insurance
New York
$180K +$3.12K +13 +2%
FFC
857
First Financial Corp
Indiana
$177K +$23.8K +99 +16%
Kayne Anderson Rudnick Investment Management
858
Kayne Anderson Rudnick Investment Management
California
$172K +$166K +691 +2,764%
HWA
859
Heritage Wealth Advisors
Virginia
$171K -$240 -1 -0.1%
SBSB
860
Sullivan, Bruyette, Speros & Blaney
Virginia
$165K +$165K +688 New
CIAS
861
Capital Investment Advisory Services
North Carolina
$162K -$33.7K -140 -17%
FNBOSM
862
First National Bank of South Miami
Florida
$159K -$1.57K -6 -1%
EMG
863
ETF Managers Group
New Jersey
$158K +$952 +4 +0.6%
PG
864
Proffitt & Goodson
Tennessee
$156K -$64.7K -270 -29%
ADL
865
Asset Dedication LLC
California
$155K -$6.49K -27 -4%
WAP
866
Wealthcare Advisory Partners
Pennsylvania
$152K -$9.4K -39 -6%
FHA
867
Flagship Harbor Advisors
Massachusetts
$150K -$7.66K -32 -5%
FMB
868
Field & Main Bank
Kentucky
$150K +$150K +623 New
AIC
869
Ameritas Investment Company
Nebraska
$148K +$148K +617 New
GSWM
870
Golden State Wealth Management
California
$142K -$19K -79 -12%
PFBT
871
Parkside Financial Bank & Trust
Missouri
$141K -$1.2K -5 -0.8%
ZB
872
Zions Bancorporation
Utah
$141K +$141K +589 New
CFD
873
Creative Financial Designs
Indiana
$134K – – –
First Manhattan
874
First Manhattan
New York
$131K +$17.2K +72 +15%
PFGIA
875
Patriot Financial Group Insurance Agency
Massachusetts
$125K -$479 -2 -0.4%
33 34
35
36 37