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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 %
AWM
876
Altium Wealth Management
New York
$231K -$9.22K -35 -4%
HKAM
877
Horizon Kinetics Asset Management
New York
$231K +$231K +878 New
BOPW
878
Brandywine Oak Private Wealth
Pennsylvania
$231K +$231K +881 New
CCM
879
Coldstream Capital Management
Washington
$228K +$228K +866 New
MSAM
880
Moloney Securities Asset Management
Missouri
$226K +$226K +860 New
TFA
881
Transamerica Financial Advisors
Florida
$223K +$223K +846 New
AA
882
ALPS Advisors
Colorado
$222K -$25.2K -96 -10%
WPP
883
Whalerock Point Partners
Rhode Island
$222K +$222K +845 New
AC
884
Asio Capital
Kentucky
$222K +$222K +846 New
BAM
885
Berkshire Asset Management
Pennsylvania
$221K -$172K -652 -44%
QCM
886
Quantinno Capital Management
New York
$220K +$220K +837 New
AIL
887
AGF Investments LLC
Ontario, Canada
$219K -$1.22M -4,611 -85%
MAFM
888
Mid Atlantic Financial Management
Pennsylvania
$218K +$218K +828 New
HIIFS
889
Harel Insurance Investments & Financial Services
Israel
$217K +$41K +156 +23%
ST
890
Spinnaker Trust
Maine
$217K +$217K +827 New
TSS
891
Two Sigma Securities
New York
$216K +$216K +821 New
AWP
892
Ascent Wealth Partners
New York
$216K +$216K +822 New
HL
893
Harding Loevner
New Jersey
$210K – – –
SMH
894
Sanders Morris Harris
Texas
$210K +$210K +781 New
BMC
895
Beaton Management Company
Massachusetts
$210K +$210K +800 New
FLAM
896
First Light Asset Management
Minnesota
$209K +$209K +795 New
CT
897
Clearstead Trust
Maine
$208K – – –
BWA
898
BDO Wealth Advisors
Florida
$207K – – –
RG
899
Renaissance Group
Kentucky
$207K +$207K +787 New
ECAM
900
East Coast Asset Management
Massachusetts
$206K +$206K +785 New
34 35
36
37 38