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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 %
FRA
1076
Front Row Advisors
California
$9K -$290 -1 -3%
BWL
1077
Bogart Wealth LLC
Virginia
$9K +$4.94K +17 +121%
CP
1078
Corbenic Partners
Pennsylvania
$9K +$9K +29 New
HWM
1079
HighMark Wealth Management
Minnesota
$9K +$9K +32 New
GEA
1080
Glen Eagle Advisors
New Jersey
$8.16K – – –
GWMIA
1081
Global Wealth Management Investment Advisory
Florida
$8K -$2.88K -9 -26%
TIM
1082
Tortoise Investment Management
New York
$8K – – –
EWM
1083
Endurance Wealth Management
Rhode Island
$8K – – –
PW
1084
Price Wealth
Texas
$8K +$2.56K +8 +47%
BWM
1085
Baystate Wealth Management
Massachusetts
$6K – – –
IAS
1086
IMA Advisory Services
Colorado
$6K – – –
NIM
1087
NuWave Investment Management
New Jersey
$5K -$858K -3,087 -99%
RA
1088
Rational Advisors
New York
$5K -$217K -782 -98%
MSFP
1089
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
UFF
1090
USA Financial Formulas
Michigan
$5K +$5K +16 New
NICM
1091
Neo Ivy Capital Management
New York
$5K +$5K +16 New
FP
1092
Financial Perspectives
Minnesota
$4.83K +$4.83K +16 New
CA
1093
CXI Advisors
Indiana
$4K +$4K +13 New
FPFS
1094
First Personal Financial Services
North Carolina
$4K +$4K +13 New
WQ
1095
Wealth Quarterback
New Jersey
$3.67K +$3.67K +12 New
NR
1096
Newfound Research
Massachusetts
$3K -$2.1K -7 -41%
AF
1097
Allworth Financial
California
$3K – – –
VRM
1098
Vectors Research Management
New York
$3K – – –
PWMG
1099
Prestige Wealth Management Group
New Jersey
$3K +$333 +1 +13%
APC
1100
Aspire Private Capital
North Carolina
$2K -$3K -9 -60%
42 43
44
45 46