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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 %
RFM
876
Royal Fund Management
Florida
$125K +$2.63K +11 +2%
TSW
877
Thompson Siegel & Walmsley
Virginia
$125K +$40.2K +167 +47%
WB
878
Webster Bank
Connecticut
$122K – – –
BFEC
879
Benjamin F. Edwards & Company
Missouri
$120K -$720 -3 -0.6%
TC
880
Trust Company
Kansas
$120K – – –
BCA
881
Berman Capital Advisors
Georgia
$119K +$15.8K +66 +15%
AA
882
AlphaMark Advisors
Kentucky
$110K -$9.57K -40 -8%
AF
883
Advisornet Financial
Minnesota
$110K – – –
IRC
884
Investors Research Corp
Georgia
$110K – – –
MWC
885
MBM Wealth Consultants
Missouri
$110K – – –
SWP
886
Strategic Wealth Partners
Ohio
$110K -$267K -3,307 -71%
MIFH
887
Migdal Insurance & Financial Holdings
Israel
$107K +$107K +446 New
FIB
888
First Interstate Bank
Montana
$105K +$1.2K +5 +1%
DAM
889
Delta Asset Management
Tennessee
$104K – – –
CIA
890
CSat Investment Advisory
Michigan
$104K +$13K +54 +14%
FMT
891
First Mercantile Trust
Tennessee
$101K +$101K +420 New
SNT
892
Security National Trust
West Virginia
$100K – – –
AIM
893
Advantage Investment Management
Iowa
$98K -$12.3K -51 -11%
Loomis, Sayles & Company
894
Loomis, Sayles & Company
Massachusetts
$92K +$92K +384 New
CFA
895
Carroll Financial Associates
North Carolina
$89K +$3.59K +15 +4%
RCM
896
Riverpark Capital Management
New York
$89K +$18.7K +78 +27%
LC
897
Lindbrook Capital
California
$86K -$3.61K -15 -4%
FBT
898
First Bank & Trust
South Dakota
$86K -$717 -3 -0.8%
OFS
899
Orrstown Financial Services
Pennsylvania
$81K – – –
SIS
900
Sound Income Strategies
Florida
$79K – – –
34 35
36
37 38