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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 %
TF
951
TimeScale Financial
Massachusetts
$49K +$49K +173 New
VEA
952
Virtus ETF Advisers
New York
$49K +$49K +175 New
WPA
953
West Paces Advisors
Georgia
$48.5K – – –
EWM
954
Executive Wealth Management
Michigan
$46K – – –
AWM
955
AllSquare Wealth Management
New York
$45K – – –
TL
956
TrueWealth LLC
Georgia
$45K – – –
HCM
957
Highlander Capital Management
New Jersey
$42K – – –
CAGAS
958
Capital Advisory Group Advisory Services
Minnesota
$42K +$6.36K +23 +18%
CFA
959
Camarda Financial Advisors
Florida
$41K – – –
BGIM
960
Brandywine Global Investment Management
Pennsylvania
$39K – – –
SIM
961
Sonora Investment Management
Arizona
$39K +$10.7K +38 +38%
HFM
962
Hartford Financial Management
Connecticut
$37K +$14.2K +50 +63%
PMFA
963
Plante Moran Financial Advisors
Michigan
$36K +$2.27K +8 +7%
CYG
964
Clean Yield Group
Vermont
$36K +$36K +127 New
PO
965
Private Ocean
California
$35K -$4.13K -15 -11%
CAC
966
Certified Advisory Corp
Florida
$35K – – –
BBHC
967
Brown Brothers Harriman & Co
New York
$34K -$5.02K -18 -13%
LWANC
968
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K -$4.22K -15 -11%
LWM
969
Liberty Wealth Management
California
$34K -$2K -7 -6%
NIM
970
NuWave Investment Management
New Jersey
$34K +$10.8K +38 +46%
MRCM
971
M&R Capital Management
New Jersey
$32K – – –
LF
972
Lee Financial
Texas
$31K – – –
M
973
MOTCO
Texas
$31K +$31K +111 New
HCM
974
Hilton Capital Management
New York
$30K -$73K -258 -71%
VCM
975
Versant Capital Management
Arizona
$30K -$27.5K -100 -48%
37 38
39
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