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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 %
BWCS
776
Beirne Wealth Consulting Services
Connecticut
$297K – – –
AI
777
Accredited Investors
Minnesota
$296K +$22.7K +100 +8%
AIM
778
Alambic Investment Management
California
$295K +$295K +1,300 New
AIA
779
Affinity Investment Advisors
California
$294K -$457K -2,010 -61%
BAS
780
Brown Advisory Securities
Maryland
$290K -$33.8K -150 -10%
NWS
781
Newport Wealth Strategies
California
$290K +$290K +1,150 New
SVWAG
782
Sound View Wealth Advisors Group
Georgia
$289K +$13.4K +59 +5%
APW
783
Aurora Private Wealth
New Jersey
$288K +$130K +574 +82%
SWA
784
Sutton Wealth Advisors
Florida
$286K +$1.82K +8 +0.6%
MCM
785
Manchester Capital Management
Vermont
$285K +$9.09K +40 +3%
IP
786
Intellectus Partners
California
$285K +$285K +1,257 New
WCM
787
Washington Capital Management
Washington
$284K – – –
AAS
788
Avantax Advisory Services
Texas
$283K +$85.4K +379 +43%
BSW
789
Buckingham Strategic Wealth
Missouri
$274K -$9.1K -40 -3%
THWM
790
Taylor Hoffman Wealth Management
Virginia
$272K -$159K -700 -37%
CBB
791
Citizens Business Bank
California
$272K -$9.52K -42 -3%
BFA
792
Beaumont Financial Advisors
Massachusetts
$272K -$907 -4 -0.3%
Dodge & Cox
793
Dodge & Cox
California
$272K – – –
HC
794
Hourglass Capital
Texas
$272K – – –
MC
795
Middleton & Co
Massachusetts
$272K +$272K +1,200 New
MWM
796
Mission Wealth Management
California
$269K – – –
MWM
797
Madison Wealth Management
Ohio
$267K – – –
CIAS
798
Capital Investment Advisory Services
North Carolina
$267K +$114K +500 +74%
BFS
799
Bradley Foster & Sargent
Connecticut
$265K -$1.36K -6 -0.5%
CL
800
CPWM LLC
Washington
$265K -$1.36K -6 -0.5%
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