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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 %
TL
876
TrueWealth LLC
Georgia
$45K – – –
PCP
877
Proficio Capital Partners
Massachusetts
$45K +$1.66K +6 +4%
PO
878
Private Ocean
California
$44K – – –
HCM
879
Highlander Capital Management
New Jersey
$41K – – –
KJWM
880
Kiley Juergens Wealth Management
Washington
$40K – – –
CFA
881
Camarda Financial Advisors
Florida
$39K – – –
PMFA
882
Plante Moran Financial Advisors
Michigan
$37K +$3.54K +13 +11%
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K -$2.77K -10 -7%
GWS
884
Glassman Wealth Services
Virginia
$36K – – –
BCI
885
Brinker Capital Investments
Pennsylvania
$35K +$6.11K +22 +21%
MRCM
886
M&R Capital Management
New Jersey
$31K – – –
FAM
887
Fred Alger Management
New York
$31K +$6.8K +25 +28%
TDC
888
Thompson Davis & Co
Virginia
$30K +$275 +1 +0.9%
JGIA
889
Jackson Grant Investment Advisers
Connecticut
$30K +$30K +108 New
Carson Wealth (CWM LLC)
890
Carson Wealth (CWM LLC)
Nebraska
$28K -$6.52K -24 -19%
CAC
891
Certified Advisory Corp
Florida
$28K – – –
AA
892
Ancora Advisors
Ohio
$28K +$28K +102 New
WCM
893
Wealthcare Capital Management
Virginia
$27K – – –
HI
894
Harrington Investments
California
$27K – – –
SIM
895
Sonora Investment Management
Arizona
$27K +$27K +100 New
WCM
896
Whitener Capital Management
North Carolina
$27K +$27K +100 New
WAS
897
WESPAC Advisors SoCal
California
$27K +$27K +100 New
TFO
898
Tarbox Family Office
California
$23K – – –
SFSIG
899
San Francisco Sentry Investment Group
California
$23K +$14.9K +55 +183%
TFA
900
Toth Financial Advisory
Virginia
$22K – – –
34 35
36
37 38