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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 %
GIA
676
GHP Investment Advisors
Colorado
$723K +$249K +776 +53%
EGM
677
Engineers Gate Manager
New York
$722K -$3.67M -11,434 -84%
FI
678
FormulaFolio Investments
Michigan
$722K +$722K +2,248 New
CB
679
Community Bank
New York
$719K – – –
MCM
680
MAI Capital Management
Ohio
$717K +$101K +313 +16%
AC
681
Asio Capital
Kentucky
$714K +$25.7K +80 +4%
GLLW
682
Graves Light Lenhart Wealth
Virginia
$711K -$31.5K -98 -4%
RFM
683
Royal Fund Management
Florida
$704K +$704K +2,194 New
SCI
684
Stableford Capital II
Arizona
$700K +$700K +2,179 New
BFS
685
Bard Financial Services
Connecticut
$690K +$690K +2,150 New
PGFC
686
Peapack-Gladstone Financial Corp
New Jersey
$689K +$6.1K +19 +0.9%
P
687
Pitcairn
Pennsylvania
$686K -$5.46K -17 -0.8%
CLOS
688
Compagnie Lombard Odier SCmA
Switzerland
$686K +$44.3K +138 +7%
CGL
689
Clarius Group LLC
Washington
$675K +$23.8K +74 +4%
GTAM
690
Global Trust Asset Management
Florida
$670K – – –
9WM
691
9258 Wealth Management
Ohio
$670K – – –
TNB
692
Thomasville National Bank
Georgia
$669K – – –
MA
693
Mutual Advisors
Nebraska
$662K -$303K -945 -31%
SA
694
Strategic Advisors
New York
$658K +$674 +2 +0.1%
LWAC
695
Laurel Wealth Advisors (California)
California
$657K +$12.8K +40 +2%
CC
696
Chicago Capital
Illinois
$654K +$11.6K +36 +2%
BAS
697
Brown Advisory Securities
Maryland
$654K +$241K +750 +58%
HAG
698
HighPoint Advisor Group
Illinois
$653K +$175K +585 +37%
FT
699
Fiduciary Trust
Massachusetts
$652K -$81.9K -255 -11%
CCP
700
Corient Capital Partners
California
$646K +$48.8K +152 +8%
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