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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 %
CI
976
CX Institutional
Indiana
$30K +$7.22K +26 +32%
NCM
977
Next Capital Management
New York
$30K +$30K +107 New
WCM
978
Wealthcare Capital Management
Virginia
$28K – – –
SMFS
979
Squar Milner Financial Services
California
$28K +$28K +100 New
TFO
980
Tarbox Family Office
California
$25K +$4.44K +16 +22%
DWM
981
Destination Wealth Management
California
$24K -$6.57K -23 -21%
TCOV
982
Trust Company of Vermont
Vermont
$23K -$10.3K -37 -31%
JGIA
983
Jackson Grant Investment Advisers
Connecticut
$23K – – –
WCM
984
Whitener Capital Management
North Carolina
$21K – – –
FMII
985
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
TRCT
986
Tower Research Capital (TRC)
New York
$20K -$1.05M -3,832 -98%
SFSIG
987
San Francisco Sentry Investment Group
California
$20K -$3.56K -13 -15%
CCM
988
Cribstone Capital Management
Maine
$19K -$1.99K -7 -9%
ST
989
Smithfield Trust
Pennsylvania
$18K – – –
TFA
990
Toth Financial Advisory
Virginia
$17K – – –
GAM
991
Guinness Asset Management
United Kingdom
$17K +$9.87K +36 +138%
WCG
992
Weaver Consulting Group
California
$16K – – –
WWM
993
Willingdon Wealth Management
North Carolina
$15K +$15K +54 New
WC
994
Whitnell & Co
Illinois
$14K – – –
VCM
995
Vigilant Capital Management
Maine
$11K +$11K +40 New
MAU
996
MRA Associates USA
Arizona
$10.4K +$10.4K +37 New
QAM
997
QCI Asset Management
New York
$10K – – –
GWMIA
998
Global Wealth Management Investment Advisory
Florida
$10K – – –
FGAM
999
Financial Gravity Asset Management
Texas
$10K +$5.14K +18 +106%
CFGS
1000
Concourse Financial Group Securities
Alabama
$9K -$472K -1,730 -98%
38 39
40
41 42