ELV icon

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 %
DAM
901
Delta Asset Management
Tennessee
$82K -$16.6K -73 -17%
CFA
902
Carroll Financial Associates
North Carolina
$81K – – –
AF
903
Allworth Financial
California
$78K +$75.7K +334 +3,340%
PG
904
Proffitt & Goodson
Tennessee
$76K -$16.3K -72 -18%
GAM
905
Gemmer Asset Management
California
$74K +$20.1K +89 +37%
M
906
Mirova
France
$72K -$28.7K -127 -28%
AWA
907
Arkadios Wealth Advisors
Georgia
$71.3K +$454 +2 +0.6%
IUHSA
908
Itau Unibanco Holding S.A.
Brazil
$69K -$65.4K -290 -49%
HI
909
Human Investing
Oregon
$69K – – –
EP
910
Eudaimonia Partners
Tennessee
$69K +$10.2K +45 +17%
AIM
911
Arcadia Investment Management
Michigan
$68K – – –
SMFS
912
Squar Milner Financial Services
California
$68K +$43.3K +191 +175%
VLKIM
913
Van Lanschot Kempen Investment Management
Netherlands
$67K – – –
TWA
914
TCI Wealth Advisors
Arizona
$66K -$2.97K -13 -4%
ZB
915
Zions Bancorporation
Utah
$64K -$48.4K -214 -43%
LC
916
Lindbrook Capital
California
$64K -$41.2K -181 -39%
AIC
917
Archer Investment Corporation
Indiana
$63K – – –
IAIM
918
International Assets Investment Management
Florida
$62K +$62K +25,157 New
LWM
919
Lenox Wealth Management
Ohio
$60K – – –
AWM
920
Atticus Wealth Management
Florida
$60K +$2.72K +12 +5%
GSWM
921
Golden State Wealth Management
California
$59K +$59K +261 New
SCM
922
Silvant Capital Management
Georgia
$58K – – –
MMG
923
Monetary Management Group
Missouri
$57K -$228K -1,000 -80%
WOC
924
West Oak Capital
California
$57K – – –
1IA
925
1834 Investment Advisors
Wisconsin
$57K – – –
35 36
37
38 39