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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 %
BFC
826
Bedel Financial Consulting
Indiana
$356K – – –
GIM
827
Goelzer Investment Management
Indiana
$355K -$10.3K -32 -3%
CWM
828
Chesapeake Wealth Management
Virginia
$355K – – –
MSAM
829
Moloney Securities Asset Management
Missouri
$355K +$44.3K +138 +14%
VCM
830
Virtue Capital Management
Tennessee
$354K -$60K -187 -14%
CIAS
831
Capital Investment Advisory Services
North Carolina
$354K +$57.7K +180 +19%
Dodge & Cox
832
Dodge & Cox
California
$353K – – –
CBB
833
Citizens Business Bank
California
$353K – – –
JWCA
834
J.W. Coons Advisors
Ohio
$352K -$964 -3 -0.3%
VVP
835
Venture Visionary Partners
Ohio
$352K +$352K +1,096 New
HIC
836
Holderness Investments Company
North Carolina
$350K – – –
TIA
837
Tandem Investment Advisors
South Carolina
$350K +$21.2K +66 +6%
PWM
838
PBMares Wealth Management
Virginia
$349K – – –
EAM
839
Eagle Asset Management
Florida
$348K -$1.95M -6,086 -85%
BSW
840
Buckingham Strategic Wealth
Missouri
$348K +$26.7K +83 +8%
CA
841
Cetera Advisors
Colorado
$346K +$38.5K +120 +13%
PCA
842
Personal Capital Advisors
California
$344K +$344K +1,072 New
KWM
843
Kingsview Wealth Management
Oregon
$343K -$14.4K -45 -4%
AWM
844
Altium Wealth Management
New York
$343K +$49.1K +153 +17%
WMA
845
Wealth Management Associates
New Jersey
$338K – – –
PFS
846
Prospera Financial Services
Texas
$337K +$333K +1,034 +9,400%
BHBT
847
Burke & Herbert Bank & Trust
Virginia
$334K – – –
TNBTD
848
Trustmark National Bank Trust Department
Mississippi
$334K – – –
OQS
849
Occudo Quantitative Strategies
Florida
$334K +$334K +1,041 New
HCM
850
Hengehold Capital Management
Ohio
$330K +$321 +1 +0.1%
32 33
34
35 36