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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 %
NSEDCP
701
NJ State Employees Deferred Compensation Plan
New Jersey
$642K – – –
PGIM
702
Pacific Global Investment Management
California
$641K -$10.3K -32 -2%
TYCC
703
Texas Yale Capital Corp
Florida
$641K – – –
THWM
704
Taylor Hoffman Wealth Management
Virginia
$641K – – –
LSAG
705
Lake Street Advisors Group
New Hampshire
$640K +$30.5K +95 +5%
KWMG
706
King Wealth Management Group
Florida
$638K – – –
VCWA
707
Vanguard Capital Wealth Advisors
Colorado
$634K +$634K +2,020 New
SMH
708
Sanders Morris Harris
Texas
$628K – – –
SPIA
709
Steward Partners Investment Advisory
New York
$617K -$19.9K -62 -3%
SYBT
710
Stock Yards Bank & Trust
Kentucky
$616K – – –
PNC
711
Park National Corp
Ohio
$616K – – –
FPA
712
First Pacific Advisors
California
$615K -$214K -665 -26%
B
713
Barings
North Carolina
$614K -$2.55M -7,956 -81%
BWM
714
Biltmore Wealth Management
Arizona
$614K -$38.2K -119 -6%
WA
715
Wealth Alliance
New York
$613K +$16.4K +51 +3%
IAP
716
Indie Asset Partners
Indiana
$610K -$8.67K -27 -1%
WEC
717
Winslow Evans & Crocker
Massachusetts
$608K +$20.5K +64 +3%
FMC
718
First Merchants Corp
Indiana
$606K -$58.2K -181 -9%
SWM
719
SeaCrest Wealth Management
New York
$601K +$50.1K +156 +9%
PMA
720
Prudent Man Advisors
Illinois
$597K -$8.35K -26 -1%
GC
721
Garde Capital
Washington
$594K – – –
TW
722
Transform Wealth
Colorado
$593K -$3.59M -11,183 -86%
CA
723
Clearstead Advisors
Ohio
$588K +$48.8K +152 +9%
FA
724
FMA Advisory
Pennsylvania
$585K +$963 +3 +0.2%
FCI
725
Financial Counselors Inc
Kansas
$575K +$6.43K +20 +1%
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