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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 %
Carson Wealth (CWM LLC)
751
Carson Wealth (CWM LLC)
Nebraska
$516K – – –
PFP
752
Pinnacle Financial Partners
Tennessee
$515K +$10.1K +34 +2%
SAI
753
Systematic Alpha Investments
New Jersey
$508K +$508K +1,583 New
AIM
754
Anchor Investment Management
South Carolina
$507K +$36.3K +113 +8%
SCM
755
Southport Capital Management
Tennessee
$506K -$4.18K -13 -0.8%
MAM
756
McLean Asset Management
Virginia
$496K +$496K +1,544 New
MAM
757
Martingale Asset Management
Massachusetts
$493K -$12.8M -39,744 -96%
PAMG
758
Patton Albertson Miller Group
Tennessee
$493K -$11.6K -40 -2%
MA
759
Montag & Associates
Georgia
$491K – – –
CG
760
CFO4Life Group
Texas
$491K +$12.2K +38 +3%
SCA
761
Snowden Capital Advisors
New York
$489K -$49.1K -153 -9%
WWM
762
Windsor Wealth Management
Indiana
$489K -$2.57K -8 -0.5%
GFP
763
Gryphon Financial Partners
Ohio
$483K -$23.4K -73 -5%
TC
764
Telemus Capital
Michigan
$481K – – –
CHC
765
City Holding Co
West Virginia
$478K -$64.2K -200 -12%
Cohen & Steers
766
Cohen & Steers
New York
$474K – – –
TIAM2
767
Tru Independence Asset Management 2
Oregon
$473K +$473K +1,473 New
PHAM
768
Palisades Hudson Asset Management
Florida
$471K – – –
CWM
769
Cedar Wealth Management
California
$465K -$3.21K -10 -0.7%
VAS
770
Vestmark Advisory Solutions
Massachusetts
$464K -$82.9K -258 -15%
SFA
771
Sequoia Financial Advisors
Ohio
$463K -$321 -1 -0.1%
SXL
772
Summit X LLC
Missouri
$463K +$30.9K +96 +7%
BAM
773
Berkshire Asset Management
Pennsylvania
$463K +$193K +602 +72%
AWA
774
Aaron Wealth Advisors
Illinois
$459K +$459K +1,432 New
SRC
775
Shufro Rose & Co
New York
$458K -$8.04K -25 -2%
29 30
31
32 33