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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 %
RIM
676
Rampart Investment Management
Connecticut
$485K -$856K -3,768 -64%
IAA
677
Independent Advisor Alliance
North Carolina
$484K +$10.5K +46 +2%
MHC
678
Meyer Handelman Company
New York
$477K – – –
CLOS
679
Compagnie Lombard Odier SCmA
Switzerland
$477K +$273K +1,200 +133%
WAM
680
Wealthspire Advisors (Maryland)
Maryland
$476K -$2.04K -9 -0.4%
SHA
681
Seneca House Advisors
Virginia
$476K +$14.1K +62 +3%
LWP
682
Legacy Wealth Partners
California
$474K -$38.1K -168 -7%
O
683
Ossiam
France
$471K -$12.2M -53,889 -96%
OIA
684
OneDigital Investment Advisors
Kansas
$471K -$2.27K -10 -0.5%
IC
685
IEQ Capital
California
$468K +$122K +536 +35%
CGL
686
Clarius Group LLC
Washington
$462K +$69.1K +304 +18%
PRS
687
Pinkerton Retirement Specialists
Idaho
$459K -$722K -3,180 -61%
BP
688
Ballentine Partners
Massachusetts
$459K -$16.7K -74 -4%
LSAG
689
Lake Street Advisors Group
New Hampshire
$459K +$32.3K +142 +8%
BPA
690
Beacon Pointe Advisors
California
$459K +$459K +2,022 New
NSEDCP
691
NJ State Employees Deferred Compensation Plan
New Jersey
$454K – – –
CC
692
Chicago Capital
Illinois
$454K – – –
TYCC
693
Texas Yale Capital Corp
Florida
$453K – – –
HPC
694
HM Payson & Co
Maine
$452K – – –
CEP
695
Chicago Equity Partners
Illinois
$450K -$90.9K -400 -17%
SPIA
696
Steward Partners Investment Advisory
New York
$445K -$1.02M -4,506 -70%
MCM
697
Monarch Capital Management
Indiana
$445K – – –
MCM
698
MAI Capital Management
Ohio
$443K -$4.77K -21 -1%
PNC
699
Park National Corp
Ohio
$441K – – –
MC
700
Miles Capital
Iowa
$441K +$10.7K +47 +2%
26 27
28
29 30