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Elevance Health

1,089 hedge funds and large institutions have $59.7B invested in Elevance Health in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 411 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
22.03%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
86
Increased
411
Reduced
413
Closed
88
Calls
$603M
Puts
$632M
Net Calls
-$28.5M
Net Calls Change
+$54M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWAG
801
Sound View Wealth Advisors Group
Georgia
$332K -$269 -1 -0.1%
GDP
802
Great Diamond Partners
Maine
$323K +$3.76K +14 +1%
MC
803
Middleton & Co
Massachusetts
$322K
HC
804
Hourglass Capital
Texas
$322K
MWM
805
Mission Wealth Management
California
$321K -$1.34K -5 -0.4%
CIM
806
CIM Investment Management
Pennsylvania
$320K -$32.2K -120 -9%
RA
807
RFG Advisory
Alabama
$319K -$10.8K -40 -3%
FFBTD
808
First Financial Bank - Trust Division
Ohio
$317K
CWG
809
Cornerstone Wealth Group
North Carolina
$317K +$112K +417 +55%
LAM
810
Lingohr Asset Management
Germany
$316K
MWM
811
Madison Wealth Management
Ohio
$316K
BFS
812
Bradley Foster & Sargent
Connecticut
$313K +$313K +1,167 New
ITIM
813
Indiana Trust & Investment Management
Indiana
$312K
CWM
814
Circle Wealth Management
New Jersey
$312K +$67.7K +252 +28%
IC
815
IEQ Capital
California
$312K +$312K +1,162 New
FBT
816
First Bankers Trust
Kentucky
$310K
CCG
817
Cypress Capital Group
Florida
$309K -$8.6K -32 -3%
Lido Advisors
818
Lido Advisors
California
$308K +$23.6K +88 +8%
GIM
819
Goelzer Investment Management
Indiana
$306K
CL
820
CPWM LLC
Washington
$304K -$10.7K -40 -3%
NWS
821
Newport Wealth Strategies
California
$303K
SIS
822
Sound Income Strategies
Florida
$303K +$1.88K +7 +0.6%
IFG
823
Investors Financial Group
Minnesota
$300K +$13.4K +50 +5%
KWM
824
Kingsview Wealth Management
Oregon
$299K +$268 +1 +0.1%
BFA
825
Beaumont Financial Advisors
Massachusetts
$298K -$25.3K -94 -8%