ELV icon

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 %
SL
1051
Salomon & Ludwin
Virginia
$5K +$5K +16 New
FGAM
1052
Financial Gravity Asset Management
Texas
$5K +$5K +17 New
LWCFA
1053
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$5K +19 New
LFASL
1054
Lugano Financial Advisors SA (LFA)
Switzerland
$5K +$5K +20 New
CIA
1055
CSat Investment Advisory
Michigan
$4K – – –
KL
1056
KWMG LLC
Kansas
$4K – – –
MCM
1057
MV Capital Management
Maryland
$4K – – –
OFW
1058
Omnia Family Wealth
Florida
$3K – – –
VRM
1059
Vectors Research Management
New York
$3K – – –
AF
1060
Allworth Financial
California
$3K +$3K +12 New
GEA
1061
Glen Eagle Advisors
New Jersey
$2.87K +$2.87K +10 New
SCM
1062
Shelton Capital Management
Colorado
$2K -$4.97K -1,427 -71%
MSA
1063
Marino Stram & Associates
Massachusetts
$2K -$1.33K -4 -40%
APC
1064
Aspire Private Capital
North Carolina
$2K – – –
JFGIW
1065
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K -$7.6K -38 -88%
ST
1066
Sageworth Trust
Pennsylvania
$1K -$1K -3 -50%
JCM
1067
Jacobi Capital Management
Pennsylvania
$1K – – –
BWL
1068
Bogart Wealth LLC
Virginia
$1K – – –
SFFS
1069
Stonehage Fleming Financial Services
Jersey
$811 – – –
LAM
1070
Lyrical Asset Management
New York
– -$400M -1,522,468 Closed
Canada Life
1071
Canada Life
Manitoba, Canada
– -$82.7M -331,208 Closed
JP
1072
Jana Partners
New York
– -$76.5M -291,195 Closed
SC
1073
Samlyn Capital
New York
– -$66.3M -252,495 Closed
Hudson Bay Capital Management
1074
Hudson Bay Capital Management
Connecticut
– -$47.7M -181,572 Closed
MCM
1075
Marsico Capital Management
Colorado
– -$37.1M -141,114 Closed
41 42
43
44 45