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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 %
FWM
876
Focused Wealth Management
New York
$125K – – –
TWP
877
TFO Wealth Partners
Ohio
$120K – – –
RFM
878
Royal Fund Management
Florida
$118K – – –
WB
879
Webster Bank
Connecticut
$115K – – –
PFBT
880
Parkside Financial Bank & Trust
Missouri
$114K -$1.58K -7 -1%
TC
881
Trust Company
Kansas
$114K – – –
BFEC
882
Benjamin F. Edwards & Company
Missouri
$114K – – –
IRC
883
Investors Research Corp
Georgia
$104K – – –
AA
884
AlphaMark Advisors
Kentucky
$104K – – –
AF
885
Advisornet Financial
Minnesota
$104K – – –
FMT
886
First Mercantile Trust
Tennessee
$104K +$11.3K +50 +12%
RCM
887
Riverpark Capital Management
New York
$104K +$19.9K +88 +24%
PCM
888
Penserra Capital Management
California
$103K +$3.83K +14 +4%
CFD
889
Creative Financial Designs
Indiana
$101K -$4.78K -21 -5%
JG
890
Jefferies Group
New York
$101K +$101K +439 New
WT
891
Washington Trust
Rhode Island
$101K +$101K +442 New
OAM
892
Oppenheimer Asset Management
New York
$99K -$70.3K -313 -42%
NFG
893
Next Financial Group
Texas
$96K -$13.9K -61 -13%
FNBOSM
894
First National Bank of South Miami
Florida
$94K +$913 +4 +1%
SNT
895
Security National Trust
West Virginia
$91K – – –
DWM
896
Darwin Wealth Management
Florida
$86K +$86K +381 New
BCA
897
Berman Capital Advisors
Georgia
$85K -$34.1K -152 -29%
CFFP
898
Center for Financial Planning
Michigan
$85K +$22.8K +100 +37%
GWS
899
Glassman Wealth Services
Virginia
$84K -$4.1K -18 -5%
FBT
900
First Bank & Trust
South Dakota
$84K -$2.72K -12 -3%
34 35
36
37 38