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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 %
RCM
926
Riverpark Capital Management
New York
$83K – – –
HFM
927
Harvest Fund Management
China
$83K – – –
TWA
928
TCI Wealth Advisors
Arizona
$79K +$282 +1 +0.4%
AIC
929
Archer Investment Corporation
Indiana
$78K +$57.7K +204 +283%
TNBTD
930
Trustmark National Bank Trust Department
Mississippi
$75K – – –
LWM
931
Lenox Wealth Management
Ohio
$75K – – –
EFSCE
932
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$1.12K +4 +2%
M
933
Mirova
France
$72K +$72K +255 New
ONST
934
Old North State Trust
North Carolina
$71K – – –
WOC
935
West Oak Capital
California
$71K – – –
1IA
936
1834 Investment Advisors
Wisconsin
$71K – – –
FCA
937
FinTrust Capital Advisors
South Carolina
$71K +$22.9K +81 +48%
VNA
938
Valley National Advisers
Pennsylvania
$69K – – –
CLOS
939
Compagnie Lombard Odier SCmA
Switzerland
$68K -$1.46M -5,160 -96%
MWM
940
Mascoma Wealth Management
New Hampshire
$68K – – –
MA
941
MCF Advisors
Kentucky
$66K +$56.7K +200 +606%
LFG
942
Larson Financial Group
Missouri
$63K – – –
CBT
943
Central Bank & Trust
Kentucky
$62K -$2.84K -10 -4%
IBOK
944
Independence Bank of Kentucky
Kentucky
$62K – – –
TIM
945
Tortoise Investment Management
New York
$60K – – –
GT
946
Glenmede Trust
Pennsylvania
$57.9K -$1.03K -3,639 -2%
HDIM
947
Hanson & Doremus Investment Management
Vermont
$56K – – –
EWA
948
Evolution Wealth Advisors
Florida
$55K +$55K +195 New
PCG
949
Private Capital Group
Connecticut
$50K -$26.2K -110 -34%
OSNBOA
950
Old Second National Bank of Aurora
Illinois
$50K – – –
36 37
38
39 40