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Elevance Health
ELV

Overview Fund Activity

1,107 hedge funds and large institutions have $67.4B invested in Elevance Health in 2019 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 349 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,107
Holders Change
+95
Holders Change %
+9.39%
% of All Funds
21.86%
Holding in Top 10
44
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+109.52%
% of All Funds
0.87%
New
194
Increased
349
Reduced
413
Closed
83
Calls
$573M
Puts
$631M
Net Calls
-$57.2M
Net Calls Change
+$54.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$392M
2
Artisan Partners
Artisan Partners
Wisconsin
+$273M
3
DZ Bank
DZ Bank
Germany
+$187M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$186M
5
Bank of America
Bank of America
North Carolina
+$162M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$575M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$187M
4
PP
Prudential plc
United Kingdom
-$152M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1026
Wealthcare Capital Management
Virginia
$37K +$6.42K +21 +21%
CAC
1027
Certified Advisory Corp
Florida
$35K -$2.44K -8 -7%
AA
1028
Advisory Alpha
Michigan
$34.4K -$890 -3 -3%
CYG
1029
Clean Yield Group
Vermont
$34K -$4.9K -16 -13%
MRCM
1030
M&R Capital Management
New Jersey
$34K – – –
PMFA
1031
Plante Moran Financial Advisors
Michigan
$34K +$25.2K +83 +286%
LF
1032
Lee Financial
Texas
$33K – – –
WHG
1033
Westwood Holdings Group
Texas
$33K +$33K +109 New
TA
1034
TFG Advisers
Michigan
$33K +$33K +110 New
SMFS
1035
Squar Milner Financial Services
California
$32K +$32K +109 New
CWP
1036
CFM Wealth Partners
Texas
$31K +$31K +100 New
TFA
1037
Toth Financial Advisory
Virginia
$30K – – –
SIM
1038
Sonora Investment Management
Arizona
$30K +$30K +100 New
MS
1039
Mizuho Securities
Japan
$30K +$30K +100 New
LWANC
1040
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K -$15.1K -50 -37%
TFO
1041
Tarbox Family Office
California
$26K -$1.21K -4 -4%
VCM
1042
Versant Capital Management
Arizona
$24K -$7.9K -27 -25%
BCI
1043
Brinker Capital Investments
Pennsylvania
$24K +$608 +2 +3%
AIM
1044
AIA Investment Management
Singapore
$24K +$9.6K +32 +67%
FEG
1045
Financial Enhancement Group
Indiana
$24K +$12K +39 +100%
APW
1046
Acima Private Wealth
Virginia
$24K +$24K +80 New
FMII
1047
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
AA
1048
Ancora Advisors
Ohio
$22K +$22K +73 New
TCOV
1049
Trust Company of Vermont
Vermont
$20K -$4.78K -16 -19%
OAJ
1050
Ogorek Anthony Joseph
New York
$20K +$20K +68 New
40 41
42
43 44