ELV icon

Elevance Health
ELV

Overview Fund Activity

1,046 hedge funds and large institutions have $50.6B invested in Elevance Health in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 411 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-61
Holders Change %
-5.51%
% of All Funds
23.11%
Holding in Top 10
34
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.73%
% of All Funds
0.75%
New
102
Increased
384
Reduced
411
Closed
147
Calls
$397M
Puts
$420M
Net Calls
-$23M
Net Calls Change
+$34.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$749M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$469M
3
Franklin Resources
Franklin Resources
California
+$294M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$284M
5
Capital International Investors
Capital International Investors
California
+$259M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$713M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$290M
3
GCM
Glenview Capital Management
New York
-$227M
4
Artisan Partners
Artisan Partners
Wisconsin
-$200M
5
Invesco
Invesco
Georgia
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
626
Parallel Advisors
California
$624K -$54.9K -242 -8%
FBFS
627
First Business Financial Services
Wisconsin
$615K -$13.6K -60 -2%
I
628
IberiaBank
Louisiana
$607K +$336K +1,478 +124%
PAS
629
Park Avenue Securities
New York
$601K +$75.4K +332 +14%
LOPW
630
Live Oak Private Wealth
North Carolina
$595K +$126K +554 +27%
SSA
631
Schonfeld Strategic Advisors
New York
$594K +$162K +714 +38%
VPIM
632
Vanguard Personalized Indexing Management
California
$591K +$591K +2,605 New
ALAM
633
Asahi Life Asset Management
Japan
$576K +$141K +620 +32%
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$574K +$478K +2,108 +498%
ACS
635
Archford Capital Strategies
Illinois
$572K +$13.6K +60 +2%
RIM
636
Regent Investment Management
Kentucky
$571K – – –
MMPW
637
Mitchell McLeod Pugh & Williams
Alabama
$569K – – –
HS
638
Haafor (Singapore)
Singapore
$568K +$568K +2,500 New
KWA
639
KCS Wealth Advisory
California
$565K +$66.5K +293 +13%
9WM
640
9258 Wealth Management
Ohio
$564K +$7.83K +29 +1%
OWD
641
Osborn Williams & Donohoe
Ohio
$562K -$17.9K -79 -3%
DCM
642
Donaldson Capital Management
Indiana
$557K – – –
FFG
643
Frisch Financial Group
New York
$556K -$25.7K -113 -4%
GLLW
644
Graves Light Lenhart Wealth
Virginia
$548K +$62K +273 +13%
SKK
645
Shepherd Kaplan Krochuk
Massachusetts
$545K -$347K -1,530 -39%
MCA
646
Morris Capital Advisors
Pennsylvania
$544K -$12.7K -56 -2%
SG
647
Swarthmore Group
Pennsylvania
$543K -$6.39M -28,182 -92%
Rafferty Asset Management
648
Rafferty Asset Management
New York
$538K -$1.02M -4,480 -65%
BIM
649
Bridges Investment Management
Nebraska
$537K +$26.5K +117 +5%
Bank Julius Baer & Co
650
Bank Julius Baer & Co
Switzerland
$534K +$534K +2,353 New
24 25
26
27 28