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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 %
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$330K +$7.08K +22 +2%
GTCM
852
Gyon Technologies Capital Management
New Jersey
$327K -$470K -1,463 -59%
MCC
853
Money Concepts Capital
Florida
$327K +$327K +1,018 New
CWP
854
Concord Wealth Partners
Virginia
$325K +$325K +1,012 New
HS
855
Haafor (Singapore)
Singapore
$324K +$69.6K +217 +27%
BCWM
856
Bartlett & Co Wealth Management
Ohio
$323K +$1.93K +6 +0.6%
BC
857
Bartlett & Co
Ohio
$323K +$1.93K +6 +0.6%
IC
858
Inverness Counsel
New York
$322K -$367K -1,145 -53%
LFAS
859
Level Four Advisory Services
Texas
$319K -$24.4K -76 -7%
HPC
860
HM Payson & Co
Maine
$317K +$51.7K +161 +19%
EA
861
Emerald Advisors
Washington
$316K -$86.2K -269 -21%
WAP
862
Wealthcare Advisory Partners
Pennsylvania
$316K +$316K +983 New
BAM
863
Belpointe Asset Management
Nevada
$315K -$36K -112 -10%
PWMAG
864
Pinnacle Wealth Management Advisory Group
New Jersey
$315K – – –
PFA
865
Pure Financial Advisors
California
$315K +$315K +980 New
Fisher Asset Management
866
Fisher Asset Management
Washington
$315K +$315K +982 New
HSA
867
HBK Sorce Advisory
Pennsylvania
$312K +$5.46K +17 +2%
HG
868
Harbor Group
New Hampshire
$311K +$311K +941 New
WP
869
WMS Partners
Maryland
$310K +$3.85K +12 +1%
SFS
870
Sowell Financial Services
Arkansas
$307K -$157K -489 -34%
FAG
871
Financial Advisory Group
Texas
$305K +$54.6K +170 +22%
W
872
WealthStone
Ohio
$303K +$30.8K +96 +11%
GSEP
873
Golden State Equity Partners
California
$303K +$303K +945 New
CFG
874
Citizens Financial Group
Rhode Island
$302K +$302K +942 New
CAG
875
Csenge Advisory Group
Florida
$301K -$5.47K -17 -2%
33 34
35
36 37