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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 %
FIB
901
First Interstate Bank
Montana
$122K -$11.8K -42 -9%
DAM
902
Delta Asset Management
Tennessee
$122K +$33.2K +118 +37%
BCA
903
Berman Capital Advisors
Georgia
$121K +$8.42K +30 +7%
SNT
904
Security National Trust
West Virginia
$117K -$106K -375 -47%
CAW
905
Cornerstone Advisors (Washington)
Washington
$117K +$16.7K +59 +17%
BEAM
906
Baker Ellis Asset Management
Washington
$115K +$115K +407 New
W
907
WealthStone
Ohio
$112K +$112K +397 New
NL
908
NVWM LLC
Pennsylvania
$109K -$815K -2,894 -88%
PCP
909
Proficio Capital Partners
Massachusetts
$108K +$10.4K +37 +11%
CIA
910
CSat Investment Advisory
Michigan
$107K +$103K +365 +2,808%
LC
911
Lindbrook Capital
California
$104K +$2.8K +10 +3%
FBT
912
First Bank & Trust
South Dakota
$102K +$13.8K +49 +16%
CFA
913
Carroll Financial Associates
North Carolina
$100K +$32.5K +116 +48%
TSW
914
Thompson Siegel & Walmsley
Virginia
$99K – – –
GWS
915
Glassman Wealth Services
Virginia
$99K +$25K +89 +34%
WAM
916
Wolverine Asset Management
Illinois
$96K +$96K +343 New
SIS
917
Sound Income Strategies
Florida
$92K – – –
SCM
918
Silvant Capital Management
Georgia
$88K – – –
RE
919
RBC Europe
United Kingdom
$87.5K – – –
OFS
920
Orrstown Financial Services
Pennsylvania
$87K -$12.7K -45 -13%
GAM
921
Gemmer Asset Management
California
$86K – – –
HI
922
Human Investing
Oregon
$86K – – –
FCFS
923
First Command Financial Services
Texas
$85K – – –
FCB
924
First Command Bank
Texas
$85K – – –
AIM
925
Arcadia Investment Management
Michigan
$85K +$85K +300 New
35 36
37
38 39