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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 %
VEA
1001
Virtus ETF Advisers
New York
$42K +$31.9K +120 +316%
MWA
1002
MFA Wealth Advisors
Pennsylvania
$41.8K +$41.8K +159 New
MA
1003
MCF Advisors
Kentucky
$40K – – –
PCIA
1004
Prime Capital Investment Advisors
Kansas
$40K +$1.82K +7 +5%
AFS
1005
Aft Forsyth & Sober
Florida
$40K +$40K +150 New
HCM
1006
Highlander Capital Management
New Jersey
$39K – – –
MAWCM
1007
Mine & Arao Wealth Creation & Management
California
$39K – – –
TL
1008
TrueWealth LLC
Georgia
$38K – – –
WPA
1009
West Paces Advisors
Georgia
$36.8K – – –
PGAM
1010
Princeton Global Asset Management
New Jersey
$35K – – –
SC
1011
Solstein Capital
California
$34K – – –
BL
1012
Balentine LLC
Georgia
$32K -$118K -450 -79%
OIA
1013
Optimum Investment Advisors
Illinois
$32K -$14.7K -55 -31%
1W
1014
1776 Wealth
Georgia
$32K +$6.19K +24 +24%
MRCM
1015
M&R Capital Management
New Jersey
$30K – – –
CAC
1016
Certified Advisory Corp
Florida
$30K +$259 +1 +0.9%
EWA
1017
Evolution Wealth Advisors
Florida
$30K +$261 +1 +0.9%
NO
1018
Ninety One
South Africa
$29K – – –
CYG
1019
Clean Yield Group
Vermont
$29K – – –
PWMG
1020
Prestige Wealth Management Group
New Jersey
$29K +$2.66K +10 +10%
HFM
1021
Harvest Fund Management
China
$28K -$26.4K -100 -49%
IWP
1022
IAG Wealth Partners
Wisconsin
$28K – – –
TFA
1023
Toth Financial Advisory
Virginia
$28K +$1.59K +6 +6%
SIM
1024
Sonora Investment Management
Arizona
$27K +$1.04K +4 +4%
FFC
1025
First Financial Corp
Indiana
$26K -$167K -637 -87%
39 40
41
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