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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 %
CS
626
Comerica Securities
Michigan
$952K +$642 +2 +0.1%
SFA
627
Semmax Financial Advisors
North Carolina
$952K +$59.1K +184 +7%
CAN
628
Cetera Advisor Networks
California
$951K -$370K -1,153 -28%
WA
629
Wealth Architects
California
$951K +$321 +1 +0%
KA
630
Kintegral Advisory
New York
$943K – – –
DT
631
Diversified Trust
Tennessee
$941K -$71.2K -222 -7%
EFS
632
Essex Financial Services
Connecticut
$941K -$8.67K -27 -0.9%
OSIA
633
O'Shares Investment Advisers
Massachusetts
$941K +$83.8K +261 +10%
CSPIA
634
Cary Street Partners Investment Advisory
Virginia
$923K +$730K +2,273 +379%
CRC
635
Curi RMB Capital
Illinois
$922K – – –
BBNA
636
Bremer Bank National Association
Minnesota
$917K -$35.3K -110 -4%
4WM
637
44 Wealth Management
Oregon
$912K +$912K +2,840 New
AUB
638
Atlantic Union Bankshares
Virginia
$884K +$35.3K +110 +4%
SFA
639
Souders Financial Advisors
Ohio
$883K +$963 +3 +0.1%
KWA
640
KCS Wealth Advisory
California
$883K +$35.7K +111 +4%
OAM
641
Optimal Asset Management
California
$877K -$759K -2,218,006 -46%
FBFS
642
First Business Financial Services
Wisconsin
$869K +$43.4K +135 +5%
SFFS
643
Stonehage Fleming Financial Services
Jersey
$866K – – –
AAS
644
Avantax Advisory Services
Texas
$856K -$884K -2,761 -51%
FA
645
FDx Advisors
Illinois
$854K -$30.2K -94 -3%
TMAM
646
Tokio Marine Asset Management
Japan
$848K -$21.8K -68 -3%
FHC
647
First Horizon Corporation
Tennessee
$841K – – –
MAM
648
Meeder Asset Management
Ohio
$829K -$7.37M -22,950 -90%
FFG
649
Frisch Financial Group
New York
$826K +$34.7K +108 +4%
BCI
650
Brinker Capital Investments
Pennsylvania
$826K +$258K +803 +45%
24 25
26
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