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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 %
HCM
826
Hengehold Capital Management
Ohio
$236K -$257K -1,131 -52%
SAG
827
Spotlight Asset Group
Illinois
$236K – – –
CWM
828
Calamos Wealth Management
Illinois
$234K – – –
BHBT
829
Burke & Herbert Bank & Trust
Virginia
$232K +$22.7K +100 +11%
HB
830
Homrich & Berg
Georgia
$231K +$3.63K +16 +2%
MFG
831
Magnus Financial Group
New York
$231K +$19.1K +84 +9%
FFBTD
832
First Financial Bank - Trust Division
Ohio
$228K -$17.9K -79 -7%
WMA
833
Wealth Management Associates
New Jersey
$227K – – –
EHC
834
Everett Harris & Co
California
$227K – – –
BSA
835
Braun Stacey Associates
New York
$226K -$7.74M -34,008 -97%
WEC
836
Winslow Evans & Crocker
Massachusetts
$226K +$36.7K +160 +19%
HSA
837
HBK Sorce Advisory
Pennsylvania
$225K -$2.72K -12 -1%
FI
838
FormulaFolio Investments
Michigan
$224K -$151K -668 -40%
WWM
839
Windsor Wealth Management
Indiana
$224K +$227 +1 +0.1%
CG
840
Cutler Group
California
$222K -$944K -4,171 -81%
CAM
841
ClariVest Asset Management
California
$222K -$455 -2 -0.2%
TFA
842
Teamwork Financial Advisors
Texas
$218K -$269K -1,189 -55%
PWMAG
843
Pinnacle Wealth Management Advisory Group
New Jersey
$218K -$5.67K -25 -3%
BCWM
844
Bartlett & Co Wealth Management
Ohio
$216K – – –
BC
845
Bartlett & Co
Ohio
$216K +$216K +952 New
HB
846
Horizon Bancorp
Indiana
$215K – – –
AA
847
ALPS Advisors
Colorado
$214K +$214K +941 New
B
848
Bellecapital
Switzerland
$211K +$211K +928 New
TFS
849
Thoroughbred Financial Services
Tennessee
$210K -$24.2K -107 -10%
SGI
850
Summit Global Investments
Utah
$207K -$7.03K -31 -3%
32 33
34
35 36