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Elevance Health
ELV

Overview Fund Activity

995 hedge funds and large institutions have $59.9B invested in Elevance Health in 2018 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 288 increasing their positions, 402 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+52
Holders Change %
+5.51%
% of All Funds
22.2%
Holding in Top 10
50
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+19.05%
% of All Funds
1.12%
New
150
Increased
288
Reduced
402
Closed
87
Calls
$627M
Puts
$254M
Net Calls
+$373M
Net Calls Change
+$191M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$400M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$315M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$257M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$219M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$221M
2
Two Sigma Investments
Two Sigma Investments
New York
-$179M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$161M
4
SCM
Suvretta Capital Management
New York
-$130M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
901
Hanson & Doremus Investment Management
Vermont
$53K – – –
MFW
902
Mosaic Family Wealth
Missouri
$53K – – –
ESB
903
Essex Savings Bank
Connecticut
$53K +$53K +200 New
QT
904
Quantamental Technologies
New York
$52K +$52K +198 New
VCM
905
Versant Capital Management
Arizona
$51K – – –
PCP
906
Proficio Capital Partners
Massachusetts
$51K +$8.59K +33 +20%
WANY
907
Wealthspire Advisors (New York)
New York
$50K +$50K +189 New
FGC
908
Financial Gravity Companies
Texas
$49K +$49K +162 New
OSNBOA
909
Old Second National Bank of Aurora
Illinois
$46K – – –
WPA
910
West Paces Advisors
Georgia
$45.2K – – –
TCOV
911
Trust Company of Vermont
Vermont
$45K -$14.2K -54 -24%
AWM
912
AllSquare Wealth Management
New York
$42K -$13.1K -50 -24%
TL
913
TrueWealth LLC
Georgia
$42K -$1.31K -5 -3%
SFA
914
Semmax Financial Advisors
North Carolina
$42K +$42K +161 New
HCM
915
Highlander Capital Management
New Jersey
$39K – – –
FTI
916
Fiduciary Trust International
Massachusetts
$39K +$39K +150 New
CFA
917
Camarda Financial Advisors
Florida
$38K – – –
PO
918
Private Ocean
California
$37K -$4.43K -17 -11%
CA
919
Claro Advisors
Massachusetts
$36K +$36K +133 New
LWANC
920
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K +$36K +136 New
GWS
921
Glassman Wealth Services
Virginia
$34K – – –
PWMG
922
Prestige Wealth Management Group
New Jersey
$33K +$33K +127 New
Carson Wealth (CWM LLC)
923
Carson Wealth (CWM LLC)
Nebraska
$32K +$4.53K +17 +17%
PMFA
924
Plante Moran Financial Advisors
Michigan
$30K -$5.48K -21 -15%
MRCM
925
M&R Capital Management
New Jersey
$30K – – –
35 36
37
38 39