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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 %
BUB
726
BBVA USA Bancshares
Texas
$566K -$33.1K -103 -6%
MCM
727
Monarch Capital Management
Indiana
$564K -$65.9K -205 -10%
TI
728
Tidal Investments
Wisconsin
$564K +$564K +1,757 New
DWM
729
Defined Wealth Management
Oregon
$560K +$560K +1,745 New
LBD
730
Landsberg Bennett & Dubbaneh
Florida
$556K – – –
CCM
731
Covington Capital Management
California
$555K – – –
SEIA
732
Signature Estate & Investment Advisors
California
$555K – – –
GRP
733
Global Retirement Partners
California
$555K +$643 +2 +0.1%
MCCP
734
Mission Creek Capital Partners
California
$554K – – –
MYLI
735
Meiji Yasuda Life Insurance
Japan
$550K -$406K -1,264 -42%
BIM
736
Bridges Investment Management
Nebraska
$546K -$198K -617 -27%
SPC
737
Sigma Planning Corp
Michigan
$543K -$139K -433 -20%
BFG
738
Beacon Financial Group
Texas
$541K +$45K +137 +9%
CAM
739
Cozad Asset Management
Illinois
$539K -$8.03K -25 -1%
VHAM
740
Van Hulzen Asset Management
California
$539K -$321 -1 -0.1%
DIA
741
Dean Investment Associates
Ohio
$537K -$17.7K -55 -3%
SMG
742
Spectrum Management Group
Indiana
$537K +$136K +422 +34%
SCM
743
Shelton Capital Management
Colorado
$536K -$2.95M -9,176 -85%
TAM
744
Trust Asset Management
Texas
$531K +$120K +373 +29%
EWM
745
Evercore Wealth Management
New York
$529K +$60.1K +187 +13%
SHA
746
Seneca House Advisors
Virginia
$527K -$139K -432 -21%
OIA
747
OneDigital Investment Advisors
Kansas
$527K -$28.3K -88 -5%
QCG
748
Quadrant Capital Group
Ohio
$523K +$19.9K +62 +4%
ACM
749
Ativo Capital Management
Illinois
$523K +$214K +667 +69%
BP
750
Ballentine Partners
Massachusetts
$520K -$155K -484 -23%
28 29
30
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