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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 %
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$205K -$182K -691 -47%
HS
902
Horan Securities
United States
$205K – – –
FAG
903
Financial Advisory Group
Texas
$205K +$205K +780 New
ACM
904
Advisors Capital Management
New Jersey
$204K -$14.5M -55,265 -99%
AOWM
905
Alpha Omega Wealth Management
Virginia
$204K +$204K +774 New
W
906
Wealthquest
Ohio
$203K +$203K +772 New
ACM
907
Ativo Capital Management
Illinois
$202K +$202K +766 New
SFG
908
Summit Financial Group
West Virginia
$202K +$202K +770 New
AP
909
Appleton Partners
Massachusetts
$202K +$202K +770 New
CWG
910
Cornerstone Wealth Group
North Carolina
$201K +$201K +763 New
CIA
911
CSat Investment Advisory
Michigan
$200K +$46.9K +178 +31%
RWB
912
RMR Wealth Builders
New Jersey
$200K +$200K +759 New
KCM
913
Kathmere Capital Management
Pennsylvania
$200K +$200K +761 New
FHA
914
First Horizon Advisors
Tennessee
$198K -$20.3K -78 -9%
SIC
915
Salem Investment Counselors
North Carolina
$197K – – –
ALAM
916
Asahi Life Asset Management
Japan
$189K -$476K -1,815 -72%
Kayne Anderson Rudnick Investment Management
917
Kayne Anderson Rudnick Investment Management
California
$188K – – –
HWA
918
Heritage Wealth Advisors
Virginia
$187K – – –
RFA
919
Reilly Financial Advisors
California
$185K – – –
SBSB
920
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K – – –
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$177K +$20.2K +77 +13%
AssetMark Inc
922
AssetMark Inc
California
$174K -$1.53M -5,806 -90%
TFS
923
TrustCore Financial Services
Tennessee
$162K +$162K +615 New
First Manhattan
924
First Manhattan
New York
$159K -$21M -80,000 -99%
FHA
925
Flagship Harbor Advisors
Massachusetts
$159K +$7.07K +27 +5%
35 36
37
38 39