ELV icon

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 %
NWS
876
Newport Wealth Strategies
California
$301K – – –
BOPW
877
Brandywine Oak Private Wealth
Pennsylvania
$301K +$11.5K +36 +4%
AWP
878
Ascent Wealth Partners
New York
$300K +$33K +103 +12%
TFS
879
TrustCore Financial Services
Tennessee
$300K +$80.4K +250 +37%
MAFM
880
Mid Atlantic Financial Management
Pennsylvania
$298K +$643 +2 +0.2%
PFA
881
Pettinga Financial Advisors
Indiana
$297K +$2.89K +9 +1%
JWCA
882
J.W. Cole Advisors
Florida
$297K +$297K +925 New
IWS
883
Insight Wealth Strategies
California
$293K +$21.5K +67 +8%
MWM
884
Midwest Wealth Management
Indiana
$290K +$290K +903 New
AOWM
885
Alpha Omega Wealth Management
Virginia
$289K – – –
CIP
886
Convergence Investment Partners
Florida
$289K +$2.89K +9 +1%
HS
887
Horan Securities
United States
$289K +$38.5K +120 +15%
BIM
888
Baldwin Investment Management
Pennsylvania
$289K +$48.2K +150 +20%
PPP
889
Private Portfolio Partners
New Jersey
$287K +$1.28K +4 +0.4%
IA
890
IFP Advisors
Florida
$287K +$15.3K +48 +6%
PCM
891
Prelude Capital Management
New York
$286K +$286K +892 New
CM
892
Capula Management
Cayman Islands
$284K +$284K +883 New
RPWA
893
Regent Peak Wealth Advisors
Georgia
$283K +$283K +882 New
LA
894
Latitude Advisors
Florida
$281K +$281K +874 New
AFS
895
Annapolis Financial Services
Maryland
$280K +$280K +873 New
First Manhattan
896
First Manhattan
New York
$279K +$85K +265 +44%
CWG
897
Cornerstone Wealth Group
North Carolina
$278K -$100K -313 -27%
T
898
TOBAM
France
$277K – – –
CCA
899
Column Capital Advisors
Indiana
$276K -$22.8K -71 -8%
FMT
900
First Mercantile Trust
Tennessee
$274K +$7.39K +23 +3%
34 35
36
37 38