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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 %
CWP
1026
CFM Wealth Partners
Texas
$26K – – –
BWM
1027
BerganKDV Wealth Management
Minnesota
$26K +$9.62K +37 +59%
FMB
1028
Field & Main Bank
Kentucky
$26K +$26K +100 New
LWANC
1029
Laurel Wealth Advisors (North Carolina)
North Carolina
$23K -$4.28K -16 -16%
JCM
1030
Jacobi Capital Management
Pennsylvania
$23K +$14K +53 +156%
HFM
1031
Hartford Financial Management
Connecticut
$21K -$13.1K -50 -38%
EW
1032
Evoke Wealth
California
$21K -$3.68K -14 -15%
APW
1033
Acima Private Wealth
Virginia
$21K – – –
FEG
1034
Financial Enhancement Group
Indiana
$21K – – –
AIM
1035
AIA Investment Management
Singapore
$21K – – –
CFO
1036
CVA Family Office
Colorado
$20K – – –
FMII
1037
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
VCM
1038
Versant Capital Management
Arizona
$20K – – –
PMFA
1039
Plante Moran Financial Advisors
Michigan
$20K +$5.26K +20 +36%
AA
1040
Ancora Advisors
Ohio
$19K – – –
SL
1041
Savior LLC
Massachusetts
$19K +$4.37K +17 +30%
VRM
1042
Vectors Research Management
New York
$19K +$18.2K +70 +2,333%
TCOV
1043
Trust Company of Vermont
Vermont
$18K – – –
OAJ
1044
Ogorek Anthony Joseph
New York
$17K – – –
LFG
1045
LifePlan Financial Group
Ohio
$17K – – –
FMP
1046
Financial Management Professionals
Texas
$17K +$17K +66 New
RIM
1047
Rockbridge Investment Management
New York
$17K +$17K +66 New
FCA
1048
FinTrust Capital Advisors
South Carolina
$16K -$33.3K -125 -68%
WCG
1049
Weaver Consulting Group
California
$15K – – –
TF
1050
Tompkins Financial
New York
$13K -$47.3K -182 -78%
40 41
42
43 44