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Elevance Health
ELV

Overview Fund Activity

1,164 hedge funds and large institutions have $70.7B invested in Elevance Health in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 374 increasing their positions, 425 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,164
Holders Change
+75
Holders Change %
+6.89%
% of All Funds
20.65%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.39%
New
165
Increased
374
Reduced
425
Closed
77
Calls
$477M
Puts
$577M
Net Calls
-$100M
Net Calls Change
-$71.8M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
+$472M
2
KBC Group
KBC Group
Belgium
+$253M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$248M
4
MWNA
Marshall Wace North America
New York
+$197M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$160M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$555M
2
Invesco
Invesco
Georgia
-$244M
3
DZ Bank
DZ Bank
Germany
-$214M
4
Capital International Investors
Capital International Investors
California
-$189M
5
Prudential Financial
Prudential Financial
New Jersey
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
601
Beirne Wealth Consulting Services
Connecticut
$1.06M -$71.3K -222 -6%
SC
602
Searle & Co
Connecticut
$1.06M – – –
WC
603
Whitney & Co
New York
$1.04M -$23.4K -75 -2%
CG
604
Caprock Group
Idaho
$1.04M -$55.5K -173 -5%
ACM
605
AlphaCrest Capital Management
New York
$1.03M -$2.77M -8,629 -73%
LIM
606
Leavell Investment Management
Alabama
$1.03M – – –
LNC
607
Lincoln National Corp
Pennsylvania
$1.03M +$12.2K +38 +1%
IAA
608
Independent Advisor Alliance
North Carolina
$1.02M +$360K +1,120 +55%
BCM
609
Bayesian Capital Management
New York
$1.01M +$689K +2,146 +214%
IP
610
Intellectus Partners
California
$1.01M +$185K +575 +22%
EI
611
Ethic Inc
New York
$1.01M +$149K +465 +17%
AA
612
ALPS Advisors
Colorado
$1M -$228K -711 -19%
CTC
613
Central Trust Company
Missouri
$1M +$13.5K +42 +1%
IFWM
614
Institute for Wealth Management
Colorado
$1M -$4.18K -13 -0.4%
S
615
SignatureFD
Georgia
$987K +$47.2K +147 +5%
BWM
616
Buckley Wealth Management
Nevada
$986K – – –
FB
617
Fulton Bank
Pennsylvania
$984K -$34.4K -107 -3%
WANY
618
Wealthspire Advisors (New York)
New York
$984K +$345K +1,074 +54%
CC
619
Copperleaf Capital
North Carolina
$977K -$97.3K -303 -9%
DWT
620
Dorsey & Whitney Trust
South Dakota
$973K -$642 -2 -0.1%
FM
621
Foster & Motley
Ohio
$972K -$60K -187 -6%
TC
622
Truvestments Capital
Florida
$965K +$39.1K +122 +4%
GPA
623
Garrison Point Advisors
California
$963K – – –
VPIM
624
Vanguard Personalized Indexing Management
California
$962K +$132K +411 +16%
UH
625
Unigestion Holding
Switzerland
$958K +$454K +1,413 +90%
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