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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 %
CCM
1051
Cribstone Capital Management
Maine
$13K – – –
ABC
1052
Associated Banc-Corp
Wisconsin
$13K – – –
DCM
1053
Davis Capital Management
Florida
$13K – – –
HR
1054
Howe & Rusling
New York
$13K +$4.08K +16 +46%
PIMG
1055
Patriot Investment Management Group
Tennessee
$12.6K +$12.6K +48 New
FANJ
1056
Financial Architects (New Jersey)
New Jersey
$12K -$21.4K -84 -64%
GAM
1057
Guinness Asset Management
United Kingdom
$12K – – –
APWA
1058
Atlas Private Wealth Advisors
New Jersey
$12K +$12K +44 New
FRA
1059
Front Row Advisors
California
$11K – – –
AWM
1060
Apollon Wealth Management
South Carolina
$11K +$11K +40 New
CWC
1061
Carolinas Wealth Consulting
North Carolina
$10K +$10K +36 New
GFPC
1062
Global Financial Private Client
Florida
$9.67K – – –
SFM
1063
Systematic Financial Management
New Jersey
$9K -$5.5K -22 -38%
CHA
1064
Carmichael Hill & Associates
Maryland
$9K – – –
BFIM
1065
Beese Fulmer Investment Management
Ohio
$9K +$9K +34 New
AA
1066
AlphaCentric Advisors
Puerto Rico
$9K +$9K +35 New
EWP
1067
Engrave Wealth Partners
Texas
$8K -$2.25K -9 -22%
PB
1068
Pinnacle Bancorp
Nebraska
$8K – – –
EWM
1069
Endurance Wealth Management
Rhode Island
$8K – – –
GEA
1070
Glen Eagle Advisors
New Jersey
$7.1K – – –
BWL
1071
Bogart Wealth LLC
Virginia
$7K -$750 -3 -10%
TIM
1072
Tortoise Investment Management
New York
$7K – – –
M
1073
MOTCO
Texas
$7K – – –
HWM
1074
HighMark Wealth Management
Minnesota
$7K +$7K +26 New
TPWA
1075
TRUE Private Wealth Advisors
Oregon
$6K – – –
41 42
43
44 45