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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 %
W
976
WealthOne
New York
$5K +$5K +19 New
EI
977
Ellevest Inc
New York
$5K +$5K +20 New
MCM
978
MV Capital Management
Maryland
$4K – – –
GCM
979
Gables Capital Management
Florida
$4K – – –
OFW
980
Omnia Family Wealth
Florida
$3K – – –
KL
981
KWMG LLC
Kansas
$3K – – –
BC
982
Barnett & Company
Tennessee
$3K – – –
CIA
983
CSat Investment Advisory
Michigan
$3K +$462 +2 +18%
MSA
984
Marino Stram & Associates
Massachusetts
$3K +$600 +2 +25%
VRM
985
Vectors Research Management
New York
$3K +$3K +11 New
AIIMS
986
Analyst IMS Investment Management Services
Israel
$2.63K +$1.22K +4,656 +87%
MC
987
Martin Currie
United Kingdom
$2K – – –
ST
988
Sageworth Trust
Pennsylvania
$2K +$2K +6 New
APC
989
Aspire Private Capital
North Carolina
$2K +$2K +7 New
JCM
990
Jacobi Capital Management
Pennsylvania
$1K – – –
CC
991
Claybrook Capital
Massachusetts
$1K +$1K +3 New
WDL
992
Well Done LLC
Michigan
$1K +$1K +3 New
BWL
993
Bogart Wealth LLC
Virginia
$1K +$1K +5 New
NA
994
NewEdge Advisors
Louisiana
$442 +$108 +413 +33%
Two Sigma Investments
995
Two Sigma Investments
New York
– -$179M -654,837 Closed
HM
996
HealthCor Management
New York
– -$83.4M -304,270 Closed
FA
997
Friess Associates
Delaware
– -$20.9M -76,235 Closed
BCM
998
Barometer Capital Management
Ontario, Canada
– -$20.7M -75,370 Closed
Capital Fund Management (CFM)
999
Capital Fund Management (CFM)
France
– -$14.7M -53,818 Closed
SCM
1000
Stevens Capital Management
Pennsylvania
– -$12.3M -44,798 Closed
38 39
40
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