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Elevance Health
ELV

Overview Fund Activity

1,046 hedge funds and large institutions have $50.6B invested in Elevance Health in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 384 increasing their positions, 411 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-61
Holders Change %
-5.51%
% of All Funds
23.11%
Holding in Top 10
34
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-22.73%
% of All Funds
0.75%
New
102
Increased
384
Reduced
411
Closed
147
Calls
$397M
Puts
$420M
Net Calls
-$23M
Net Calls Change
+$34.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$749M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$469M
3
Franklin Resources
Franklin Resources
California
+$294M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$284M
5
Capital International Investors
Capital International Investors
California
+$259M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$713M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$290M
3
GCM
Glenview Capital Management
New York
-$227M
4
Artisan Partners
Artisan Partners
Wisconsin
-$200M
5
Invesco
Invesco
Georgia
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1101
EP Wealth Advisors
California
– -$348K -1,153 Closed
QC
1102
Quadrature Capital
United Kingdom
– -$348K -1,152 Closed
PP
1103
Pegasus Partners
Wisconsin
– -$344K -1,140 Closed
Coatue Management
1104
Coatue Management
New York
– -$326K -1,079 Closed
PP
1105
Parplus Partners
New York
– -$322K -1,066 Closed
Walleye Trading
1106
Walleye Trading
New York
– -$312K -1,034 Closed
AWP
1107
Ascent Wealth Partners
New York
– -$286K -946 Closed
PTC
1108
Petrus Trust Company
Texas
– -$280K -926 Closed
FLPIM
1109
F.L. Putnam Investment Management
Massachusetts
– -$279K -923 Closed
CIP
1110
Convergence Investment Partners
Florida
– -$271K -898 Closed
HKAM
1111
Horizon Kinetics Asset Management
New York
– -$265K -878 Closed
LC
1112
Loews Corp
New York
– -$265K -877 Closed
CCM
1113
Coldstream Capital Management
Washington
– -$265K -876 Closed
SCM
1114
Schnieders Capital Management
California
– -$259K -859 Closed
WPP
1115
Whalerock Point Partners
Rhode Island
– -$257K -852 Closed
Cetera Investment Advisers
1116
Cetera Investment Advisers
Illinois
– -$255K -841 Closed
WAM
1117
Weiss Asset Management
Massachusetts
– -$254K -841 Closed
MAFM
1118
Mid Atlantic Financial Management
Pennsylvania
– -$251K -829 Closed
ST
1119
Spinnaker Trust
Maine
– -$249K -827 Closed
Walleye Capital
1120
Walleye Capital
New York
– -$248K -822 Closed
AP
1121
Appleton Partners
Massachusetts
– -$242K -801 Closed
FAG
1122
Financial Advisory Group
Texas
– -$242K -800 Closed
PFA
1123
Pettinga Financial Advisors
Indiana
– -$241K -800 Closed
BMC
1124
Beaton Management Company
Massachusetts
– -$242K -800 Closed
RG
1125
Renaissance Group
Kentucky
– -$242K -800 Closed
43 44
45
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