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Elevance Health
ELV

Overview Fund Activity

1,012 hedge funds and large institutions have $54.3B invested in Elevance Health in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 364 increasing their positions, 385 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,012
Holders Change
-16
Holders Change %
-1.56%
% of All Funds
22.23%
Holding in Top 10
21
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-41.67%
% of All Funds
0.46%
New
98
Increased
364
Reduced
385
Closed
111
Calls
$421M
Puts
$532M
Net Calls
-$112M
Net Calls Change
-$139M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$464M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$257M
3
BWA
Brave Warrior Advisors
New York
+$153M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$148M
5
VVP
Vulcan Value Partners
Alabama
+$142M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$397M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$318M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$209M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
951
Versant Capital Management
Arizona
$26K – – –
PO
952
Private Ocean
California
$25K -$5.83K -24 -19%
HCM
953
Hilton Capital Management
New York
$25K – – –
WCM
954
Wealthcare Capital Management
Virginia
$24K – – –
TFA
955
Toth Financial Advisory
Virginia
$24K +$9.6K +40 +67%
TFO
956
Tarbox Family Office
California
$22K – – –
JGIA
957
Jackson Grant Investment Advisers
Connecticut
$20K – – –
TCOV
958
Trust Company of Vermont
Vermont
$20K – – –
CAGAS
959
Capital Advisory Group Advisory Services
Minnesota
$18K -$19.5K -79 -52%
WCM
960
Whitener Capital Management
North Carolina
$18K – – –
FMII
961
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
BCI
962
Brinker Capital Investments
Pennsylvania
$18K +$12.9K +55 +250%
WCG
963
Weaver Consulting Group
California
$17K – – –
ST
964
Smithfield Trust
Pennsylvania
$16K – – –
FGAM
965
Financial Gravity Asset Management
Texas
$16K +$7.77K +33 +94%
WWM
966
Willingdon Wealth Management
North Carolina
$15K +$2.34K +10 +19%
NSIM
967
North Star Investment Management
Illinois
$15K +$15K +63 New
SFSIG
968
San Francisco Sentry Investment Group
California
$14K -$2.75K -12 -16%
CCM
969
Covington Capital Management
California
$13K +$6.73K +29 +107%
CCM
970
Cribstone Capital Management
Maine
$12K -$4.08K -17 -25%
WC
971
Whitnell & Co
Illinois
$12K – – –
BL
972
Balentine LLC
Georgia
$12K +$4.62K +20 +63%
AIM
973
AIA Investment Management
Singapore
$12K +$12K +48 New
RIA
974
Realta Investment Advisors
Delaware
$11K -$104K -444 -90%
CI
975
CX Institutional
Indiana
$11K -$16K -64 -59%
37 38
39
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