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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 %
GAM
976
Guinness Asset Management
United Kingdom
$11K -$3.51K -15 -24%
PB
977
Pinnacle Bancorp
Nebraska
$11K +$3.42K +14 +45%
VCM
978
Vigilant Capital Management
Maine
$10K – – –
QAM
979
QCI Asset Management
New York
$9K – – –
NIC
980
Northwest Investment Counselors
Oregon
$9K +$9K +39 New
FEG
981
Financial Enhancement Group
Indiana
$9K +$9K +39 New
GWMIA
982
Global Wealth Management Investment Advisory
Florida
$8K – – –
FRA
983
Front Row Advisors
California
$8K +$2.5K +10 +45%
TIM
984
Tortoise Investment Management
New York
$7K -$46.5K -186 -87%
PMFA
985
Plante Moran Financial Advisors
Michigan
$7K -$23.7K -98 -77%
WC
986
Weil Company
California
$7K +$7K +30 New
GWAG
987
Garrett Wealth Advisory Group
Texas
$6.96K +$6.96K +29 New
GEA
988
Glen Eagle Advisors
New Jersey
$6.48K – – –
BWM
989
BerganKDV Wealth Management
Minnesota
$6K – – –
EWM
990
Endurance Wealth Management
Rhode Island
$6K – – –
IAS
991
IMA Advisory Services
Colorado
$5K – – –
LWCFA
992
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
BWM
993
Baystate Wealth Management
Massachusetts
$5K – – –
JFGIW
994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$3.81K +16 +320%
SQA
995
Simon Quick Advisors
New Jersey
$5K +$4.55K +20 +1,000%
PW
996
Price Wealth
Texas
$4K -$66.3M -281,613 -100%
EWA
997
Evolution Wealth Advisors
Florida
$4K -$48K -180 -92%
NR
998
Newfound Research
Massachusetts
$4K -$235 -1 -6%
MSFP
999
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
APC
1000
Aspire Private Capital
North Carolina
$4K – – –
38 39
40
41 42