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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 %
HPC
851
HM Payson & Co
Maine
$261K -$263K -1,000 -50%
HSA
852
HBK Sorce Advisory
Pennsylvania
$261K – – –
WCM
853
Weld Capital Management
New York
$261K +$261K +994 New
WWM
854
Windsor Wealth Management
Indiana
$260K – – –
HB
855
Homrich & Berg
Georgia
$259K -$9.49K -36 -4%
PWMAG
856
Pinnacle Wealth Management Advisory Group
New Jersey
$258K +$5.26K +20 +2%
CA
857
Cetera Advisors
Colorado
$257K -$29.2K -111 -10%
SAG
858
Spotlight Asset Group
Illinois
$257K -$16.3K -62 -6%
MFG
859
Magnus Financial Group
New York
$257K -$10.2K -39 -4%
CG
860
CFO4Life Group
Texas
$256K +$256K +973 New
CAM
861
ClariVest Asset Management
California
$254K -$2.63K -10 -1%
CWM
862
Calamos Wealth Management
Illinois
$249K -$22.1K -84 -8%
HB
863
Horizon Bancorp
Indiana
$249K – – –
CCA
864
Column Capital Advisors
Indiana
$245K +$5K +19 +2%
B
865
Bellecapital
Switzerland
$244K – – –
SFS
866
Sowell Financial Services
Arkansas
$244K +$73.3K +278 +43%
PFA
867
Pettinga Financial Advisors
Indiana
$239K +$239K +907 New
CWM
868
Circle Wealth Management
New Jersey
$239K +$239K +909 New
IP
869
Intellectus Partners
California
$237K -$93.6K -356 -28%
AIA
870
Affinity Investment Advisors
California
$236K -$104K -395 -31%
PM
871
Parametrica Management
Hong Kong
$235K +$235K +892 New
PPP
872
Private Portfolio Partners
New Jersey
$234K -$157K -597 -40%
VHAM
873
Van Hulzen Asset Management
California
$233K +$233K +885 New
CIP
874
Convergence Investment Partners
Florida
$233K +$233K +886 New
GTAM
875
Global Trust Asset Management
Florida
$233K +$233K +887 New
33 34
35
36 37