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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 %
CWM
751
Cedar Wealth Management
California
$421K – – –
WEC
752
Winslow Evans & Crocker
Massachusetts
$421K +$162K +617 +63%
WANY
753
Wealthspire Advisors (New York)
New York
$412K -$508K -1,933 -55%
LFAS
754
Level Four Advisory Services
Texas
$409K +$39.4K +150 +11%
MS
755
Maven Securities
Jersey
$405K +$405K +1,539 New
BRWA
756
B. Riley Wealth Advisors
Florida
$403K -$10.5K -40 -3%
FRM
757
Fox Run Management
Connecticut
$403K +$403K +1,534 New
CC
758
Centiva Capital
New York
$394K -$840K -3,192 -68%
SWM
759
Sugarloaf Wealth Management
Georgia
$394K -$26.6K -101 -6%
HAG
760
HighPoint Advisor Group
Illinois
$394K +$11.3K +42 +3%
RRAM
761
River Road Asset Management
Kentucky
$392K +$392K +1,490 New
HIM
762
Hillsdale Investment Management
Ontario, Canada
$389K +$389K +1,477 New
Cohen & Steers
763
Cohen & Steers
New York
$388K – – –
PHAM
764
Palisades Hudson Asset Management
Florida
$386K – – –
SRC
765
Shufro Rose & Co
New York
$381K – – –
EWM
766
Evercore Wealth Management
New York
$380K – – –
SFA
767
Sequoia Financial Advisors
Ohio
$379K +$11K +42 +3%
FMC
768
First Merchants Corp
Indiana
$376K – – –
CCM
769
Compton Capital Management
Rhode Island
$375K – – –
TC
770
Telemus Capital
Michigan
$373K – – –
PL
771
Plancorp LLC
Missouri
$371K +$2.9K +11 +0.8%
QI
772
Qtron Investments
Massachusetts
$370K +$370K +1,406 New
AIM
773
Anchor Investment Management
South Carolina
$366K -$21.3K -81 -5%
HIA
774
Harbor Investment Advisory
Maryland
$365K +$76.2K +290 +26%
Group One Trading
775
Group One Trading
Illinois
$363K +$363K +1,379 New
29 30
31
32 33