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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 %
EI
676
Ethic Inc
New York
$573K +$160K +607 +39%
VPIM
677
Vanguard Personalized Indexing Management
California
$566K -$119K -453 -17%
P
678
Pitcairn
Pennsylvania
$565K -$7.36K -28 -1%
SPIA
679
Steward Partners Investment Advisory
New York
$565K +$48.2K +183 +9%
CB
680
Community Bank
New York
$563K -$13.2K -50 -2%
TNB
681
Thomasville National Bank
Georgia
$561K +$5.79K +22 +1%
PGFC
682
Peapack-Gladstone Financial Corp
New Jersey
$560K -$33.1K -126 -6%
MHC
683
Meyer Handelman Company
New York
$552K – – –
SEC
684
Seven Eight Capital
New York
$552K +$552K +2,100 New
9WM
685
9258 Wealth Management
Ohio
$549K – – –
OIA
686
OneDigital Investment Advisors
Kansas
$546K +$263 +1 +0%
CAG
687
Csenge Advisory Group
Florida
$545K -$36.8K -140 -6%
Bank Julius Baer & Co
688
Bank Julius Baer & Co
Switzerland
$539K -$79.7K -303 -13%
IAP
689
Indie Asset Partners
Indiana
$537K – – –
VCWA
690
Vanguard Capital Wealth Advisors
Colorado
$530K +$530K +2,016 New
1SB
691
1ST Source Bank
Indiana
$528K -$42.8K -163 -8%
CFGS
692
Concourse Financial Group Securities
Alabama
$527K +$44.9K +171 +9%
CLOS
693
Compagnie Lombard Odier SCmA
Switzerland
$526K -$26.3K -100 -5%
CC
694
Chicago Capital
Illinois
$526K – – –
NSEDCP
695
NJ State Employees Deferred Compensation Plan
New Jersey
$526K – – –
CCM
696
Community Capital Management
Florida
$526K +$526K +2,000 New
TYCC
697
Texas Yale Capital Corp
Florida
$525K – – –
THWM
698
Taylor Hoffman Wealth Management
Virginia
$525K +$210K +799 +67%
OSAM
699
O'Shaughnessy Asset Management
Connecticut
$525K +$465K +1,767 +775%
CCM
700
Covington Capital Management
California
$524K -$62.3K -237 -11%
26 27
28
29 30