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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 %
WC
1026
Whitnell & Co
Illinois
$14K – – –
PWM
1027
PRW Wealth Management
Massachusetts
$14K – – –
AA
1028
Advisory Alpha
Michigan
$13.3K +$13.3K +50 New
RIA
1029
Realta Investment Advisors
Delaware
$13K +$13K +47 New
QAM
1030
QCI Asset Management
New York
$11K – – –
BWA
1031
BDO Wealth Advisors
Florida
$11K – – –
MA
1032
MCF Advisors
Kentucky
$10K -$6.06K -20 -38%
GWMIA
1033
Global Wealth Management Investment Advisory
Florida
$10K – – –
PB
1034
Pinnacle Bancorp
Nebraska
$9K – – –
FRA
1035
Front Row Advisors
California
$7K -$875 -3 -11%
EWM
1036
Endurance Wealth Management
Rhode Island
$7K – – –
DBT
1037
Dubuque Bank & Trust
Iowa
$7K – – –
GAM
1038
Guinness Asset Management
United Kingdom
$7K – – –
BWM
1039
BerganKDV Wealth Management
Minnesota
$7K – – –
FNB
1040
Farmers National Bank
Kentucky
$7K +$7K +23 New
HIM
1041
Hillsdale Investment Management
Ontario, Canada
$7K +$7K +25 New
EI
1042
Ellevest Inc
New York
$6K – – –
BCI
1043
Brinker Capital Investments
Pennsylvania
$6K – – –
AIS
1044
Accurate Investment Solutions
Pennsylvania
$6K +$6K +21 New
NR
1045
Newfound Research
Massachusetts
$5K -$526 -2 -10%
BWM
1046
Baystate Wealth Management
Massachusetts
$5K – – –
AC
1047
Avestar Capital
New York
$5K – – –
MSFP
1048
Mark Sheptoff Financial Planning
Connecticut
$5K +$5K +16 New
CGT
1049
Capital Guardian Trust
California
$5K +$5K +16 New
SHIM
1050
Stone House Investment Management
Pennsylvania
$5K +$5K +16 New
40 41
42
43 44