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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 %
SIS
826
Sound Income Strategies
Florida
$295K – – –
CANY
827
Caxton Associates (New York)
New York
$295K +$295K +1,121 New
TIA
828
Tandem Investment Advisors
South Carolina
$295K +$295K +1,122 New
KWM
829
Kingsview Wealth Management
Oregon
$293K -$263 -1 -0.1%
BFC
830
Bedel Financial Consulting
Indiana
$292K – – –
CWM
831
Chesapeake Wealth Management
Virginia
$291K – – –
MA
832
MANA Advisors
New York
$291K +$291K +1,108 New
JWCA
833
J.W. Coons Advisors
Ohio
$289K – – –
GIA
834
GHP Investment Advisors
Colorado
$287K +$5K +19 +2%
PWM
835
PBMares Wealth Management
Virginia
$286K -$8.41K -32 -3%
PW
836
Price Wealth
Texas
$286K +$286K +281,607 +1,340,986%
HIC
837
Holderness Investments Company
North Carolina
$284K +$284K +1,080 New
IFG
838
Investors Financial Group
Minnesota
$281K – – –
IA
839
IFP Advisors
Florida
$281K +$776 +3 +0.3%
Lido Advisors
840
Lido Advisors
California
$279K +$1.05K +4 +0.4%
AAS
841
Annex Advisory Services
Wisconsin
$278K -$12.4K -47 -4%
WMA
842
Wealth Management Associates
New Jersey
$277K +$13.9K +53 +5%
BAM
843
Belpointe Asset Management
Nevada
$275K -$19.5K -74 -7%
AW
844
Alpha Windward
Massachusetts
$273K -$12.4K -47 -4%
BHBT
845
Burke & Herbert Bank & Trust
Virginia
$273K +$5.25K +20 +2%
HCM
846
Hengehold Capital Management
Ohio
$270K -$2.89K -11 -1%
BCWM
847
Bartlett & Co Wealth Management
Ohio
$263K +$12.9K +49 +5%
EHC
848
Everett Harris & Co
California
$263K – – –
BC
849
Bartlett & Co
Ohio
$263K +$12.9K +49 +5%
FMT
850
First Mercantile Trust
Tennessee
$263K +$142K +540 +117%
32 33
34
35 36