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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 %
FAM
951
Fred Alger Management
New York
$15K -$15K -57 -50%
MA
952
MCF Advisors
Kentucky
$14K – – –
WC
953
Whitnell & Co
Illinois
$13K – – –
PWM
954
PRW Wealth Management
Massachusetts
$13K +$13K +48 New
SFA
955
Spectrum Financial Alliance
Kentucky
$13K +$13K +50 New
JFGIW
956
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$22.3K -87 -67%
BWA
957
BDO Wealth Advisors
Florida
$11K – – –
QAM
958
QCI Asset Management
New York
$10K – – –
OIA
959
Optimum Investment Advisors
Illinois
$10K +$5.41K +20 +118%
Schroder Investment Management Group
960
Schroder Investment Management Group
United Kingdom
$9.82K -$136 -517 -1%
CI
961
CX Institutional
Indiana
$9K -$46.6K -176 -84%
GWMIA
962
Global Wealth Management Investment Advisory
Florida
$9K +$9K +34 New
RCG
963
Ruggie Capital Group
Florida
$9K +$9K +36 New
LWM
964
Lenox Wealth Management
Ohio
$9K +$9K +424 New
CFD
965
Creative Financial Designs
Indiana
$8K – – –
PB
966
Pinnacle Bancorp
Nebraska
$8K +$8K +31 New
GAM
967
Guinness Asset Management
United Kingdom
$7K -$3.77K -14 -35%
FRA
968
Front Row Advisors
California
$7K – – –
EWM
969
Endurance Wealth Management
Rhode Island
$7K +$7K +25 New
DBT
970
Dubuque Bank & Trust
Iowa
$7K +$7K +25 New
BWM
971
BerganKDV Wealth Management
Minnesota
$7K +$7K +26 New
BCI
972
Brinker Capital Investments
Pennsylvania
$6K -$28.4K -104 -83%
NR
973
Newfound Research
Massachusetts
$5K -$238 -1 -5%
BWM
974
Baystate Wealth Management
Massachusetts
$5K – – –
AC
975
Avestar Capital
New York
$5K – – –
37 38
39
40 41