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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 %
PB
1001
Pinnacle Bancorp
Nebraska
$9K – – –
BL
1002
Balentine LLC
Georgia
$9K +$9K +32 New
CCM
1003
Covington Capital Management
California
$8K +$8K +27 New
GEA
1004
Glen Eagle Advisors
New Jersey
$7.62K +$4.8K +17 +170%
OSAM
1005
O'Shaughnessy Asset Management
Connecticut
$7K -$2.57M -9,542 -100%
EWM
1006
Endurance Wealth Management
Rhode Island
$7K – – –
BWM
1007
BerganKDV Wealth Management
Minnesota
$7K – – –
Kayne Anderson Rudnick Investment Management
1008
Kayne Anderson Rudnick Investment Management
California
$7K +$7K +25 New
FRA
1009
Front Row Advisors
California
$6K -$545 -2 -8%
BWM
1010
Baystate Wealth Management
Massachusetts
$6K – – –
BCI
1011
Brinker Capital Investments
Pennsylvania
$6K – – –
IAS
1012
IMA Advisory Services
Colorado
$6K +$6K +20 New
NR
1013
Newfound Research
Massachusetts
$5K -$278 -1 -5%
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
LWCFA
1015
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
AC
1016
Avestar Capital
New York
$5K – – –
APC
1017
Aspire Private Capital
North Carolina
$4K +$2.13K +8 +114%
MF
1018
Manchester Financial
California
$4K +$4K +14 New
EI
1019
Ellevest Inc
New York
$3K -$3K -10 -50%
VRM
1020
Vectors Research Management
New York
$3K – – –
BWL
1021
Bogart Wealth LLC
Virginia
$2K +$1K +5 +100%
AWM
1022
Avior Wealth Management
Nebraska
$2K +$2K +7 New
JFGIW
1023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
JCM
1024
Jacobi Capital Management
Pennsylvania
$1K – – –
MWM
1025
Meridian Wealth Management
Kentucky
$584 +$584 +207 New
39 40
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