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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 %
DWM
876
Doyle Wealth Management
Florida
$189K +$189K +670 New
TFA
877
Transamerica Financial Advisors
Florida
$187K +$187K +661 New
EMG
878
ETF Managers Group
New Jersey
$186K +$1.41K +5 +0.8%
FHA
879
Flagship Harbor Advisors
Massachusetts
$185K -$842 -3 -0.5%
FNBOSM
880
First National Bank of South Miami
Florida
$181K +$1.18K +4 +0.7%
FFC
881
First Financial Corp
Indiana
$180K -$56.5K -200 -24%
AOWM
882
Alpha Omega Wealth Management
Virginia
$175K – – –
ESB
883
Essex Savings Bank
Connecticut
$171K +$115K +406 +203%
PFBT
884
Parkside Financial Bank & Trust
Missouri
$167K +$3.1K +11 +2%
CFD
885
Creative Financial Designs
Indiana
$161K – – –
PFGIA
886
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$3.09K +11 +2%
RFM
887
Royal Fund Management
Florida
$144K – – –
WB
888
Webster Bank
Connecticut
$143K – – –
BFEC
889
Benjamin F. Edwards & Company
Missouri
$142K -$1.41K -5 -1%
TC
890
Trust Company
Kansas
$141K – – –
AA
891
AlphaMark Advisors
Kentucky
$141K – – –
RIA
892
Realta Investment Advisors
Delaware
$139K +$126K +444 +945%
CAM
893
ClariVest Asset Management
California
$136K – – –
First Manhattan
894
First Manhattan
New York
$134K – – –
IRC
895
Investors Research Corp
Georgia
$130K – – –
AF
896
Advisornet Financial
Minnesota
$130K +$17K +60 +15%
MWC
897
MBM Wealth Consultants
Missouri
$130K +$130K +459 New
AIM
898
Advantage Investment Management
Iowa
$129K +$11.8K +42 +10%
AWM
899
Arbor Wealth Management
Florida
$128K -$283 -1 -0.2%
O
900
Ossiam
France
$123K -$183K -651 -60%
34 35
36
37 38