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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 %
FLAM
801
First Light Asset Management
Minnesota
$399K +$144K +449 +56%
CAM
802
CenterStar Asset Management
Illinois
$397K – – –
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$397K +$321 +1 +0.1%
JGGDR
804
JGP Global Gestao de Recursos
Brazil
$396K -$8.99K -28 -2%
BFS
805
Bradley Foster & Sargent
Connecticut
$392K +$17K +53 +5%
PHK
806
Point72 Hong Kong
Hong Kong
$387K +$387K +1,206 New
Lido Advisors
807
Lido Advisors
California
$386K +$18K +56 +5%
MC
808
Middleton & Co
Massachusetts
$385K – – –
HC
809
Hourglass Capital
Texas
$385K – – –
CL
810
CPWM LLC
Washington
$381K +$17.3K +54 +5%
CIM
811
CIM Investment Management
Pennsylvania
$377K -$6.1K -19 -2%
FFBTD
812
First Financial Bank - Trust Division
Ohio
$377K -$1.93K -6 -0.5%
CCG
813
Cypress Capital Group
Florida
$376K +$6.74K +21 +2%
LAM
814
Lingohr Asset Management
Germany
$374K -$4.18K -13 -1%
EHC
815
Everett Harris & Co
California
$374K +$53K +165 +17%
ITIM
816
Indiana Trust & Investment Management
Indiana
$373K – – –
CWM
817
Circle Wealth Management
New Jersey
$373K – – –
FBT
818
First Bankers Trust
Kentucky
$370K – – –
FIM
819
Freedom Investment Management
Connecticut
$368K -$182K -567 -33%
RCAG
820
Rehmann Capital Advisory Group
Michigan
$362K +$12.2K +38 +3%
CFGS
821
Concourse Financial Group Securities
Alabama
$362K -$128K -399 -26%
SIS
822
Sound Income Strategies
Florida
$362K – – –
MWM
823
Mission Wealth Management
California
$360K -$23.8K -74 -6%
IFG
824
Investors Financial Group
Minnesota
$359K – – –
BFA
825
Beaumont Financial Advisors
Massachusetts
$358K +$1.93K +6 +0.5%
31 32
33
34 35