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Elevance Health
ELV

Overview Fund Activity

1,107 hedge funds and large institutions have $67.4B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 349 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+95
Holders Change %
+9.39%
% of All Funds
21.86%
Holding in Top 10
44
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+109.52%
% of All Funds
0.87%
New
194
Increased
349
Reduced
413
Closed
83
Calls
$573M
Puts
$631M
Net Calls
-$57.2M
Net Calls Change
+$54.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$392M
2
Artisan Partners
Artisan Partners
Wisconsin
+$273M
3
DZ Bank
DZ Bank
Germany
+$187M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$186M
5
Bank of America
Bank of America
North Carolina
+$162M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$575M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$187M
4
PP
Prudential plc
United Kingdom
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLAM
876
First Light Asset Management
Minnesota
$240K +$240K +795 New
ECAM
877
East Coast Asset Management
Massachusetts
$237K +$237K +785 New
HS
878
Horan Securities
United States
$236K +$236K +781 New
AWM
879
Altium Wealth Management
New York
$236K +$236K +782 New
SFG
880
Summit Financial Group
West Virginia
$236K +$236K +783 New
SBH
881
Segall Bryant & Hamill
Illinois
$235K -$51.6K -171 -18%
BWA
882
BDO Wealth Advisors
Florida
$235K – – –
AOWM
883
Alpha Omega Wealth Management
Virginia
$234K +$234K +774 New
W
884
Wealthquest
Ohio
$234K +$234K +776 New
HWMG
885
Hurlow Wealth Management Group
Indiana
$234K +$234K +776 New
OAM
886
Oppenheimer Asset Management
New York
$229K -$9.72K -32 -4%
SIC
887
Salem Investment Counselors
North Carolina
$227K – – –
GCIA
888
Gabelli & Co Investment Advisers
New York
$227K +$227K +750 New
CM
889
Capital Management
Virginia
$227K +$227K +750 New
DAS
890
Dynamic Advisor Solutions
Arizona
$227K +$227K +750 New
CWG
891
Cornerstone Wealth Group
North Carolina
$227K +$227K +751 New
SCG
892
Sonata Capital Group
Washington
$227K +$227K +751 New
GLI
893
Guardian Life Insurance
New York
$226K – – –
Luther King Capital Management (LKCM)
894
Luther King Capital Management (LKCM)
Texas
$225K +$225K +745 New
CFW
895
CA Family Wealth
California
$225K +$225K +745 New
BCMO
896
Buckingham Capital Management (Ohio)
Ohio
$224K +$224K +742 New
FFC
897
First Financial Corp
Indiana
$222K – – –
SPL
898
Smart Portfolios LLC
Washington
$221K – – –
FPCP
899
Fort Point Capital Partners
California
$220K +$220K +728 New
Kayne Anderson Rudnick Investment Management
900
Kayne Anderson Rudnick Investment Management
California
$217K +$905 +3 +0.4%
34 35
36
37 38