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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 %
CC
901
Constitution Capital
Connecticut
$273K +$273K +850 New
WPP
902
Whalerock Point Partners
Rhode Island
$271K +$198K +618 +272%
PFGIA
903
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$35.6K +111 +15%
KFGK
904
Keystone Financial Group (Kentucky)
Kentucky
$267K +$267K +831 New
ST
905
Spinnaker Trust
Maine
$265K – – –
QCM
906
Quantinno Capital Management
New York
$264K -$515K -1,603 -66%
KA
907
Kovack Advisors
Florida
$259K +$13.8K +43 +6%
MHC
908
Meyer Handelman Company
New York
$257K – – –
BMC
909
Beaton Management Company
Massachusetts
$257K – – –
BP
910
BBR Partners
New York
$257K +$7.07K +22 +3%
WG
911
Winton Group
United Kingdom
$256K -$552K -1,718 -68%
WC
912
Woodstock Corp
Massachusetts
$256K +$256K +796 New
CT
913
Clearstead Trust
Maine
$254K – – –
ECAM
914
East Coast Asset Management
Massachusetts
$252K – – –
BBHC
915
Brown Brothers Harriman & Co
New York
$252K +$76.2K +237 +43%
RG
916
Renaissance Group
Kentucky
$250K – – –
WPW
917
Waldron Private Wealth
Pennsylvania
$250K +$10.2K +32 +4%
WWM
918
Western Wealth Management
Colorado
$250K +$250K +779 New
GDP
919
Great Diamond Partners
Maine
$249K -$137K -427 -35%
HWMG
920
Hurlow Wealth Management Group
Indiana
$249K – – –
KFP
921
KMG Fiduciary Partners
Ohio
$248K – – –
W
922
Wealthquest
Ohio
$247K – – –
AP
923
Appleton Partners
Massachusetts
$244K – – –
ACM
924
Advisors Capital Management
New Jersey
$243K -$22.8K -71 -9%
BCAM
925
Boston Common Asset Management
Massachusetts
$243K +$243K +757 New
35 36
37
38 39