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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 %
LFA
1126
Legacy Financial Advisors
Kentucky
– -$148K -515 Closed
PHK
1127
Point72 Hong Kong
Hong Kong
– -$120K -419 Closed
FC
1128
Ferris Capital
Massachusetts
– -$99K -345 Closed
WCM
1129
WealthBridge Capital Management
Ohio
– -$84K -317 Closed
PGWM
1130
Parisi Gray Wealth Management
New Jersey
– -$77K -269 Closed
KPW
1131
Kore Private Wealth
New York
– -$67K -232 Closed
MFW
1132
Mosaic Family Wealth
Missouri
– -$57K -200 Closed
HCA
1133
Horan Capital Advisors
Ohio
– -$52K -180 Closed
CHP
1134
Cable Hill Partners
Oregon
– -$36K -126 Closed
LC
1135
Lavaca Capital
Texas
– -$20K -68 Closed
IWP
1136
Icon Wealth Partners
Texas
– -$17K -60 Closed
AIA
1137
Alera Investment Advisors
Illinois
– -$17K -58 Closed
HGWM
1138
Harvest Group Wealth Management
Massachusetts
– -$15K -51 Closed
AA
1139
Advisory Alpha
Michigan
– -$13.3K -50 Closed
PWM
1140
PRW Wealth Management
Massachusetts
– -$14K -48 Closed
DBT
1141
Dubuque Bank & Trust
Iowa
– -$7K -25 Closed
HIM
1142
Hillsdale Investment Management
Ontario, Canada
– -$7K -25 Closed
FNB
1143
Farmers National Bank
Kentucky
– -$7K -23 Closed
AIS
1144
Accurate Investment Solutions
Pennsylvania
– -$6K -21 Closed
LFASL
1145
Lugano Financial Advisors SA (LFA)
Switzerland
– -$5K -20 Closed
SHIM
1146
Stone House Investment Management
Pennsylvania
– -$5K -16 Closed
SL
1147
Salomon & Ludwin
Virginia
– -$5K -16 Closed
MCM
1148
MV Capital Management
Maryland
– -$4K -14 Closed
KL
1149
KWMG LLC
Kansas
– -$4K -13 Closed
OFW
1150
Omnia Family Wealth
Florida
– -$3K -12 Closed
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