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Elevance Health
ELV

Overview Fund Activity

1,072 hedge funds and large institutions have $65B invested in Elevance Health in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 352 increasing their positions, 428 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+77
Holders Change %
+7.74%
% of All Funds
23.24%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.98%
New
150
Increased
352
Reduced
428
Closed
64
Calls
$395M
Puts
$332M
Net Calls
+$63.1M
Net Calls Change
-$310M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$614M
2
Capital International Investors
Capital International Investors
California
+$424M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$315M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$160M
5
Goldman Sachs
Goldman Sachs
New York
+$129M

Top Sellers

1
BlackRock
BlackRock
New York
-$406M
2
LAM
Lyrical Asset Management
New York
-$400M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
4
Boston Partners
Boston Partners
Massachusetts
-$244M
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1001
Destination Wealth Management
California
$31K +$31K +107 New
MRCM
1002
M&R Capital Management
New Jersey
$30K – – –
SIM
1003
Sonora Investment Management
Arizona
$29K – – –
WCM
1004
Wealthcare Capital Management
Virginia
$29K – – –
WAS
1005
WESPAC Advisors SoCal
California
$28K – – –
RA
1006
Rational Advisors
New York
$24K -$1.73M -5,908 -99%
NIM
1007
NuWave Investment Management
New Jersey
$24K -$51.5K -176 -68%
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$24K -$2.31K -8 -9%
SFSIG
1009
San Francisco Sentry Investment Group
California
$24K +$837 +3 +4%
CI
1010
CX Institutional
Indiana
$24K +$14K +48 +141%
HFM
1011
Hartford Financial Management
Connecticut
$23K – – –
FMII
1012
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
WCM
1013
Whitener Capital Management
North Carolina
$21K -$7K -25 -25%
AIC
1014
Archer Investment Corporation
Indiana
$21K – – –
TFO
1015
Tarbox Family Office
California
$21K – – –
CCM
1016
Cribstone Capital Management
Maine
$21K – – –
LC
1017
Lavaca Capital
Texas
$20K – – –
ST
1018
Smithfield Trust
Pennsylvania
$19K – – –
FANJ
1019
Financial Architects (New Jersey)
New Jersey
$17K -$713K -2,392 -98%
AIA
1020
Alera Investment Advisors
Illinois
$17K -$8.21K -28 -33%
TFA
1021
Toth Financial Advisory
Virginia
$17K – – –
IWP
1022
Icon Wealth Partners
Texas
$17K +$17K +60 New
VVP
1023
Vulcan Value Partners
Alabama
$16K -$582 -2 -4%
WCG
1024
Weaver Consulting Group
California
$16K +$16K +58 New
HGWM
1025
Harvest Group Wealth Management
Massachusetts
$15K +$15K +51 New
39 40
41
42 43