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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 %
NICM
926
Neo Ivy Capital Management
New York
$157K -$57.5K -219 -27%
PWP
927
Principle Wealth Partners
Connecticut
$149K +$149K +568 New
RCG
928
Rock Creek Group
District of Columbia
$135K -$904K -3,447 -87%
WB
929
Webster Bank
Connecticut
$133K – – –
BFEC
930
Benjamin F. Edwards & Company
Missouri
$131K – – –
TC
931
Trust Company
Kansas
$131K – – –
PFBT
932
Parkside Financial Bank & Trust
Missouri
$128K -$4.19K -16 -3%
CFD
933
Creative Financial Designs
Indiana
$128K +$11.3K +43 +10%
KPW
934
Kore Private Wealth
New York
$124K -$20.4K -78 -14%
FWM
935
Focused Wealth Management
New York
$121K -$23.4K -89 -16%
AA
936
AlphaMark Advisors
Kentucky
$121K – – –
AF
937
Advisornet Financial
Minnesota
$121K – – –
IRC
938
Investors Research Corp
Georgia
$121K – – –
SFSIG
939
San Francisco Sentry Investment Group
California
$118K +$102K +389 +638%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
940
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115K +$115K +437 New
FNBOSM
941
First National Bank of South Miami
Florida
$110K +$1.84K +7 +2%
WT
942
Washington Trust
Rhode Island
$108K -$6.2K -24 -5%
GWS
943
Glassman Wealth Services
Virginia
$107K +$10.2K +39 +11%
SNT
944
Security National Trust
West Virginia
$105K – – –
BEAM
945
Baker Ellis Asset Management
Washington
$105K +$105K +400 New
FBT
946
First Bank & Trust
South Dakota
$102K +$4.73K +18 +5%
CFA
947
Carroll Financial Associates
North Carolina
$99K +$5.99K +23 +6%
EI
948
Ellevest Inc
New York
$99K +$45.8K +175 +86%
CFFP
949
Center for Financial Planning
Michigan
$98K – – –
FC
950
FORA Capital
Florida
$97K +$97K +368 New
36 37
38
39 40