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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 %
BFM
776
Boston Financial Management
Massachusetts
$359K +$65.7K +250 +22%
KWMG
777
King Wealth Management Group
Florida
$358K -$387K -1,475 -52%
BHWM
778
Bar Harbor Wealth Management
New Hampshire
$356K -$11.8K -45 -3%
CAM
779
CenterStar Asset Management
Illinois
$355K – – –
SXL
780
Summit X LLC
Missouri
$355K +$6.32K +24 +2%
BFG
781
Beacon Financial Group
Texas
$353K -$259 -1 -0.1%
JGGDR
782
JGP Global Gestao de Recursos
Brazil
$352K – – –
HCM
783
Hollencrest Capital Management
California
$350K -$1.05K -4 -0.3%
BS
784
Bessemer Securities
New York
$348K -$2.53M -9,628 -88%
Cetera Investment Advisers
785
Cetera Investment Advisers
Illinois
$347K +$347K +1,320 New
CFG
786
Citizens Financial Group
Rhode Island
$345K -$27.6K -105 -7%
CIM
787
CIM Investment Management
Pennsylvania
$345K – – –
BWCS
788
Beirne Wealth Consulting Services
Connecticut
$344K – – –
AI
789
Accredited Investors
Minnesota
$343K – – –
GFP
790
Gryphon Financial Partners
Ohio
$343K +$343K +1,306 New
AWE
791
Avidian Wealth Enterprises
Texas
$342K -$227K -865 -40%
BAS
792
Brown Advisory Securities
Maryland
$340K – – –
FTC
793
Farmers Trust Company
Ohio
$336K -$15K -57 -4%
DWA
794
Douglass Winthrop Advisors
New York
$335K +$335K +1,275 New
Dodge & Cox
795
Dodge & Cox
California
$331K +$15.8K +60 +5%
SWA
796
Sutton Wealth Advisors
Florida
$331K -$526 -2 -0.2%
MCM
797
Manchester Capital Management
Vermont
$330K – – –
TNBTD
798
Trustmark National Bank Trust Department
Mississippi
$328K +$328K +1,247 New
SVWAG
799
Sound View Wealth Advisors Group
Georgia
$325K -$9.72K -37 -3%
EA
800
Emerald Advisors
Washington
$324K +$5K +19 +2%
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