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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 %
BFC
826
Bedel Financial Consulting
Indiana
$298K
MAFM
827
Mid Atlantic Financial Management
Pennsylvania
$298K +$31.3K +97 +12%
CWM
828
Chesapeake Wealth Management
Virginia
$297K
Dodge & Cox
829
Dodge & Cox
California
$295K -$42.9K -160 -13%
CBB
830
Citizens Business Bank
California
$295K -$26.8K -100 -8%
JWCA
831
J.W. Coons Advisors
Ohio
$295K
BAM
832
Belpointe Asset Management
Nevada
$294K +$12.6K +47 +4%
HIC
833
Holderness Investments Company
North Carolina
$293K +$2.69K +10 +0.9%
RCAG
834
Rehmann Capital Advisory Group
Michigan
$293K +$293K +1,090 New
PWM
835
PBMares Wealth Management
Virginia
$292K
LFAS
836
Level Four Advisory Services
Texas
$288K -$131K -486 -31%
AAS
837
Annex Advisory Services
Wisconsin
$284K -$269 -1 -0.1%
WMA
838
Wealth Management Associates
New Jersey
$283K
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$279K -$55.5K -207 -17%
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$279K
AW
841
Alpha Windward
Massachusetts
$279K +$537 +2 +0.2%
HCM
842
Hengehold Capital Management
Ohio
$276K
TIA
843
Tandem Investment Advisors
South Carolina
$275K -$26K -97 -9%
TSS
844
Two Sigma Securities
New York
$272K +$51.6K +192 +23%
CAG
845
Csenge Advisory Group
Florida
$270K -$317K -1,120 -54%
PWPS
846
Pinnacle Wealth Planning Services
Ohio
$270K +$60.8K +226 +29%
EHC
847
Everett Harris & Co
California
$269K
BC
848
Bartlett & Co
Ohio
$269K
BCM
849
Bayesian Capital Management
New York
$269K +$269K +1,002 New
BCWM
850
Bartlett & Co Wealth Management
Ohio
$269K