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Elevance Health
ELV

Overview Fund Activity

1,089 hedge funds and large institutions have $59.7B invested in Elevance Health in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 411 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
22.03%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
86
Increased
411
Reduced
413
Closed
88
Calls
$603M
Puts
$632M
Net Calls
-$28.5M
Net Calls Change
+$54M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$226M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Artisan Partners
Artisan Partners
Wisconsin
+$130M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$118M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$739M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$621M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
4
Invesco
Invesco
Georgia
-$180M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
676
Lombard Odier Asset Management (Europe)
United Kingdom
$616K +$616K +2,293 New
1SB
677
1ST Source Bank
Indiana
$613K +$72.6K +270 +13%
FT
678
Fiduciary Trust
Massachusetts
$613K +$134K +500 +28%
MC
679
Matisse Capital
Oregon
$610K – – –
BCM
680
Brookstone Capital Management
Illinois
$609K +$10.2K +38 +2%
CB
681
Community Bank
New York
$602K +$26.9K +100 +5%
P
682
Pitcairn
Pennsylvania
$578K +$1.34K +5 +0.2%
IC
683
Inverness Counsel
New York
$577K -$1.39M -5,190 -71%
RRAM
684
River Road Asset Management
Kentucky
$577K +$177K +660 +44%
AC
685
Asio Capital
Kentucky
$576K +$349K +1,299 +154%
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$572K -$538 -2 -0.1%
SPC
687
Sigma Planning Corp
Michigan
$571K -$54.6K -203 -9%
9WM
688
9258 Wealth Management
Ohio
$570K – – –
BP
689
Ballentine Partners
Massachusetts
$565K +$42.2K +157 +8%
GTAM
690
Global Trust Asset Management
Florida
$564K +$325K +1,202 +136%
SMH
691
Sanders Morris Harris
Texas
$563K +$332K +1,119 +143%
TNB
692
Thomasville National Bank
Georgia
$560K -$12.6K -47 -2%
PRC
693
Pearl River Capital
Michigan
$560K +$560K +2,084 New
SHA
694
Seneca House Advisors
Virginia
$557K +$22K +82 +4%
AIP
695
Almanack Investment Partners
Pennsylvania
$556K +$556K +1,691 New
SA
696
Strategic Advisors
New York
$555K +$285 +1 +0.1%
FMC
697
First Merchants Corp
Indiana
$555K +$171K +638 +45%
SC
698
SRB Corp
Massachusetts
$553K +$83.2K +310 +18%
IAA
699
Independent Advisor Alliance
North Carolina
$550K -$55.5K -207 -9%
CGL
700
Clarius Group LLC
Washington
$545K -$73.6K -274 -12%
26 27
28
29 30