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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 %
IWM
901
IHT Wealth Management
Illinois
$217K +$217K +718 New
BCM
902
Beck Capital Management
Texas
$216K +$216K +715 New
GWCM
903
Godshalk Welsh Capital Management
Pennsylvania
$216K +$216K +715 New
FBB
904
Fulton Breakefield Broenniman
Maryland
$215K +$215K +711 New
BG
905
Bahl & Gaynor
Ohio
$213K +$213K +704 New
AWM
906
Adams Wealth Management
Utah
$213K +$213K +706 New
APW
907
Aurora Private Wealth
New Jersey
$210K +$210K +696 New
OSAM
908
O'Shaughnessy Asset Management
Connecticut
$206K +$203K +674 +7,489%
DI
909
Diligent Investors
California
$205K +$205K +678 New
SBSB
910
Sullivan, Bruyette, Speros & Blaney
Virginia
$204K -$3.32K -11 -2%
CIAS
911
Capital Investment Advisory Services
North Carolina
$204K – – –
CPA
912
Court Place Advisors
Maryland
$204K +$204K +676 New
DWM
913
Doyle Wealth Management
Florida
$203K +$203K +671 New
GT
914
Glenview Trust
Kentucky
$202K +$202K +668 New
KA
915
Kovack Advisors
Florida
$201K +$201K +665 New
BAC
916
Boys Arnold & Co
North Carolina
$201K +$201K +666 New
SLG
917
Stanley-Laman Group
Pennsylvania
$201K +$201K +666 New
WAP
918
Wealthcare Advisory Partners
Pennsylvania
$191K +$302 +1 +0.2%
FMB
919
Field & Main Bank
Kentucky
$188K – – –
HWA
920
Heritage Wealth Advisors
Virginia
$185K -$30.2K -100 -14%
GDP
921
Great Diamond Partners
Maine
$183K +$183K +608 New
FHA
922
Flagship Harbor Advisors
Massachusetts
$181K -$8.78K -29 -5%
IUHSA
923
Itau Unibanco Holding S.A.
Brazil
$180K -$384K -1,271 -68%
KPW
924
Kore Private Wealth
New York
$178K +$178K +591 New
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$13K +43 +8%
35 36
37
38 39