ELV icon

Elevance Health
ELV

Overview Fund Activity

1,089 hedge funds and large institutions have $59.7B invested in Elevance Health in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 411 increasing their positions, 413 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-12
Holders Change %
-1.09%
% of All Funds
22.03%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
86
Increased
411
Reduced
413
Closed
88
Calls
$603M
Puts
$632M
Net Calls
-$28.5M
Net Calls Change
+$54M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$226M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$140M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$137M
4
Artisan Partners
Artisan Partners
Wisconsin
+$130M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$118M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$739M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$621M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$277M
4
Invesco
Invesco
Georgia
-$180M
5
Citadel Advisors
Citadel Advisors
Florida
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMG
901
Hurlow Wealth Management Group
Indiana
$208K +$208K +776 New
SFG
902
Summit Financial Group
West Virginia
$207K – – –
W
903
Wealthquest
Ohio
$207K – – –
KA
904
Kovack Advisors
Florida
$205K +$205K +765 New
HWA
905
Heritage Wealth Advisors
Virginia
$205K +$13.4K +50 +7%
AP
906
Appleton Partners
Massachusetts
$204K -$2.68K -10 -1%
LJAC
907
L.J. Altfest & Co
New York
$203K +$203K +754 New
SIC
908
Salem Investment Counselors
North Carolina
$201K – – –
WPW
909
Waldron Private Wealth
Pennsylvania
$201K +$201K +749 New
BIM
910
Baldwin Investment Management
Pennsylvania
$201K +$201K +750 New
GCIA
911
Gabelli & Co Investment Advisers
New York
$201K +$201K +750 New
CM
912
Capital Management
Virginia
$201K +$201K +750 New
SBSB
913
Sullivan, Bruyette, Speros & Blaney
Virginia
$197K +$15.1K +56 +8%
Bank Julius Baer & Co
914
Bank Julius Baer & Co
Switzerland
$196K -$354K -1,320 -64%
PFGIA
915
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$13.1K +49 +7%
FHA
916
First Horizon Advisors
Tennessee
$192K -$11K -41 -5%
FHA
917
Flagship Harbor Advisors
Massachusetts
$190K +$27.3K +102 +17%
AWM
918
Adams Wealth Management
Utah
$190K +$190K +706 New
RFA
919
Reilly Financial Advisors
California
$189K – – –
Kayne Anderson Rudnick Investment Management
920
Kayne Anderson Rudnick Investment Management
California
$186K -$6.73K -25 -3%
TFS
921
TrustCore Financial Services
Tennessee
$183K +$18.2K +68 +11%
WT
922
Washington Trust
Rhode Island
$180K +$67.5K +251 +60%
FNBOSM
923
First National Bank of South Miami
Florida
$166K +$53.5K +199 +47%
First Manhattan
924
First Manhattan
New York
$162K – – –
CSPIA
925
Cary Street Partners Investment Advisory
Virginia
$161K +$161K +600 New
35 36
37
38 39