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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 %
CAGAS
1076
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
BWM
1077
Baystate Wealth Management
Massachusetts
$5K – – –
HWA
1078
HHM Wealth Advisors
Tennessee
$5K – – –
GC
1079
Globeflex Capital
California
$5K +$5K +18 New
BSAM
1080
Blue Square Asset Management
New York
$5K +$5K +20 New
FP
1081
Financial Perspectives
Minnesota
$4.21K – – –
MSFP
1082
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
RDWM
1083
Red Door Wealth Management
Tennessee
$4K – – –
AP
1084
Arlington Partners
Alabama
$3K – – –
LF
1085
Lee Financial
Texas
$3K – – –
NL
1086
NVWM LLC
Pennsylvania
$3K – – –
RG
1087
Retirement Group
California
$3K +$3K +10 New
WAMC
1088
Western Asset Management Company
California
$3K +$3K +11 New
UFF
1089
USA Financial Formulas
Michigan
$2K -$4.33K -13 -68%
SQA
1090
Simon Quick Advisors
New Jersey
$2K -$2.22K -10 -53%
APC
1091
Aspire Private Capital
North Carolina
$2K – – –
ARMC
1092
American Research & Management Company
Massachusetts
$2K +$2K +6 New
KWM
1093
Keebeck Wealth Management
Illinois
$2K +$2K +10 New
JG
1094
Jefferies Group
New York
$1.73K +$1.61K +6,122 +1,395%
JFA
1095
JNBA Financial Advisors
Minnesota
$1K – – –
PCTC
1096
Perkins Coie Trust Company
Washington
$1K – – –
GI
1097
Gradient Investments
Minnesota
$1K – – –
AWM
1098
Avior Wealth Management
Nebraska
$1K – – –
LWM
1099
Liberty Wealth Management
California
$1K +$1K +4 New
TI
1100
tru Independence
Oregon
$81 -$26 -100 -25%
42 43
44
45 46