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Elevance Health
ELV

Overview Fund Activity

1,101 hedge funds and large institutions have $59.2B invested in Elevance Health in 2020 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 391 increasing their positions, 389 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+55
Holders Change %
+5.26%
% of All Funds
22.63%
Holding in Top 10
27
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-20.59%
% of All Funds
0.55%
New
138
Increased
391
Reduced
389
Closed
76
Calls
$647M
Puts
$730M
Net Calls
-$82.5M
Net Calls Change
-$59.4M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$239M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$165M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$159M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$411M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$212M
3
TCI Fund Management
TCI Fund Management
United Kingdom
-$196M
4
Capital International Investors
Capital International Investors
California
-$156M
5
Lazard Asset Management
Lazard Asset Management
New York
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
651
Semmax Financial Advisors
North Carolina
$664K +$83.2K +316 +14%
RIM
652
Regent Investment Management
Kentucky
$661K – – –
FMLI
653
Fukoku Mutual Life Insurance
Japan
$657K +$263K +1,000 +67%
VI
654
Versor Investments
New York
$655K +$176K +667 +37%
PMG
655
ProVise Management Group
Florida
$654K +$54.2K +206 +9%
FFG
656
Frisch Financial Group
New York
$646K +$2.37K +9 +0.4%
DCM
657
Donaldson Capital Management
Indiana
$643K -$2.11K -8 -0.3%
WAS
658
WESPAC Advisors SoCal
California
$641K -$77.7K -305 -11%
MCA
659
Morris Capital Advisors
Pennsylvania
$635K +$5.26K +20 +0.8%
SKK
660
Shepherd Kaplan Krochuk
Massachusetts
$631K – – –
FL
661
Fort LP
Maryland
$628K -$1.27M -4,830 -67%
TMAM
662
Tokio Marine Asset Management
Japan
$624K +$43.1K +164 +7%
GLLW
663
Graves Light Lenhart Wealth
Virginia
$616K -$18.1K -69 -3%
BWM
664
BT Wealth Management
Georgia
$615K – – –
ZCA
665
Zeke Capital Advisors
Pennsylvania
$614K -$508K -1,931 -45%
WB
666
WesBanco Bank
West Virginia
$612K -$2.89K -11 -0.5%
FCI
667
Financial Counselors Inc
Kansas
$612K +$13.7K +52 +2%
SPC
668
Sigma Planning Corp
Michigan
$612K +$154K +586 +34%
BIM
669
Bridges Investment Management
Nebraska
$609K -$13.1K -50 -2%
CGL
670
Clarius Group LLC
Washington
$606K +$71K +270 +13%
GG
671
Gofen & Glossberg
Illinois
$604K +$4.47K +17 +0.7%
PGIM
672
Pacific Global Investment Management
California
$599K +$162K +617 +37%
MC
673
Matisse Capital
Oregon
$597K – – –
IAA
674
Independent Advisor Alliance
North Carolina
$593K +$33.4K +127 +6%
BCM
675
Brookstone Capital Management
Illinois
$586K +$131K +499 +29%
25 26
27
28 29