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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 %
HFM
901
Hartford Financial Management
Connecticut
$22K – – –
NFG
902
Next Financial Group
Texas
$22K +$22K +81 New
WIM
903
Westside Investment Management
California
$21.3K – – –
FMII
904
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
CHP
905
Cable Hill Partners
Oregon
$20K – – –
CCM
906
Cribstone Capital Management
Maine
$20K – – –
ST
907
Smithfield Trust
Pennsylvania
$18K – – –
M
908
MOTCO
Texas
$17K +$17K +61 New
MA
909
MCF Advisors
Kentucky
$15K – – –
ICM
910
IMS Capital Management
Oregon
$15K +$15K +53 New
CAG
911
Csenge Advisory Group
Florida
$14K +$14K +53 New
WC
912
Whitnell & Co
Illinois
$13K – – –
MWPCG
913
Measured Wealth Private Client Group
New Hampshire
$13K +$13K +50 New
SCM
914
Stanley Capital Management
Texas
$12.3K -$384 -1,400 -3%
GAM
915
Guinness Asset Management
United Kingdom
$11K – – –
BWA
916
BDO Wealth Advisors
Florida
$11K – – –
QAM
917
QCI Asset Management
New York
$10K – – –
CFD
918
Creative Financial Designs
Indiana
$8K -$110K -414 -93%
HIM
919
Hillsdale Investment Management
Ontario, Canada
$8K – – –
GEA
920
Glen Eagle Advisors
New Jersey
$7.13K +$2.47K +9 +53%
WWM
921
Willingdon Wealth Management
North Carolina
$7K +$7K +26 New
NR
922
Newfound Research
Massachusetts
$6K -$273 -1 -4%
AC
923
Avestar Capital
New York
$5K -$3.7K -20 -43%
OIA
924
Optimum Investment Advisors
Illinois
$5K – – –
BWM
925
Baystate Wealth Management
Massachusetts
$5K – – –
35 36
37
38 39