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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 %
RA
801
RFG Advisory
Alabama
$323K -$76.3K -290 -19%
LAM
802
Lingohr Asset Management
Germany
$322K +$21.1K +77 +7%
BBHC
803
Brown Brothers Harriman & Co
New York
$319K +$121K +460 +61%
CBB
804
Citizens Business Bank
California
$316K – – –
MC
805
Middleton & Co
Massachusetts
$316K – – –
HC
806
Hourglass Capital
Texas
$316K – – –
BFA
807
Beaumont Financial Advisors
Massachusetts
$316K +$789 +3 +0.3%
MWM
808
Mission Wealth Management
California
$315K +$3.42K +13 +1%
CCIA
809
Campbell & Co Investment Adviser
Maryland
$313K +$313K +1,189 New
GDP
810
Great Diamond Partners
Maine
$312K +$312K +1,190 New
FFBTD
811
First Financial Bank - Trust Division
Ohio
$311K +$46.1K +175 +17%
CCG
812
Cypress Capital Group
Florida
$311K +$311K +1,182 New
MWM
813
Madison Wealth Management
Ohio
$310K – – –
AAS
814
Avantax Advisory Services
Texas
$309K -$24.1K -91 -7%
CL
815
CPWM LLC
Washington
$309K +$1.84K +7 +0.6%
ITIM
816
Indiana Trust & Investment Management
Indiana
$306K – – –
HS
817
Haafor (Singapore)
Singapore
$304K -$353K -1,343 -54%
FBT
818
First Bankers Trust
Kentucky
$303K – – –
CIAS
819
Capital Investment Advisory Services
North Carolina
$302K -$6.57K -25 -2%
AGM
820
Alpine Global Management
New York
$300K +$300K +1,142 New
BSW
821
Buckingham Strategic Wealth
Missouri
$299K -$17.6K -67 -6%
GIM
822
Goelzer Investment Management
Indiana
$299K – – –
ADL
823
Asset Dedication LLC
California
$299K +$2.36K +9 +0.8%
TP
824
Truvvo Partners
New York
$297K +$297K +1,127 New
NWS
825
Newport Wealth Strategies
California
$295K -$7.9K -30 -3%
31 32
33
34 35