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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 %
ITIM
801
Indiana Trust & Investment Management
Indiana
$264K -$3.86K -17 -1%
FBT
802
First Bankers Trust
Kentucky
$262K – – –
GLR
803
Great Lakes Retirement
Ohio
$262K – – –
GIM
804
Goelzer Investment Management
Indiana
$258K +$2.04K +9 +0.8%
IA
805
IFP Advisors
Florida
$258K +$36K +151 +16%
ADL
806
Asset Dedication LLC
California
$256K +$165K +727 +180%
SIS
807
Sound Income Strategies
Florida
$255K +$181K +794 +243%
PWM
808
PBMares Wealth Management
Virginia
$254K +$48.1K +212 +23%
BAM
809
Belpointe Asset Management
Nevada
$254K +$62.6K +276 +33%
KWM
810
Kingsview Wealth Management
Oregon
$253K +$253K +1,114 New
BFM
811
Boston Financial Management
Massachusetts
$253K +$253K +1,116 New
BFC
812
Bedel Financial Consulting
Indiana
$252K +$8.86K +39 +4%
AAS
813
Annex Advisory Services
Wisconsin
$251K -$93.6K -412 -27%
CWM
814
Chesapeake Wealth Management
Virginia
$251K – – –
HIA
815
Harbor Investment Advisory
Maryland
$250K +$143K +628 +133%
JWCA
816
J.W. Coons Advisors
Ohio
$250K +$250K +1,099 New
LAM
817
Lingohr Asset Management
Germany
$250K +$250K +1,100 New
CA
818
Cetera Advisors
Colorado
$247K +$52.5K +231 +27%
AW
819
Alpha Windward
Massachusetts
$246K -$3.63K -16 -1%
OTPPB
820
Ontario Teachers' Pension Plan Board
Ontario, Canada
$246K +$246K +1,085 New
SWP
821
Strategic Wealth Partners
Ohio
$245K +$245K +810 New
GIA
822
GHP Investment Advisors
Colorado
$243K +$3.85K +17 +2%
IMRF
823
Illinois Municipal Retirement Fund
Illinois
$242K -$481K -2,117 -67%
IFG
824
Investors Financial Group
Minnesota
$242K – – –
Lido Advisors
825
Lido Advisors
California
$240K +$8.65K +38 +4%
31 32
33
34 35