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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 %
PWM
926
Perigon Wealth Management
California
$243K +$243K +758 New
LJAC
927
L.J. Altfest & Co
New York
$242K – – –
SIC
928
Salem Investment Counselors
North Carolina
$242K +$1.6K +5 +0.7%
CM
929
Capital Management
Virginia
$241K – – –
SFG
930
Summit Financial Group
West Virginia
$240K -$7.72K -24 -3%
SBSB
931
Sullivan, Bruyette, Speros & Blaney
Virginia
$239K +$3.85K +12 +2%
BG
932
Bahl & Gaynor
Ohio
$237K +$237K +737 New
MS
933
Maven Securities
Jersey
$235K +$235K +732 New
GA
934
Geller Advisors
New York
$234K +$234K +576 New
WA
935
Waverly Advisors
Alabama
$234K +$234K +800 New
SBH
936
Segall Bryant & Hamill
Illinois
$233K +$233K +725 New
PFC
937
Poplar Forest Capital
California
$232K -$738K -2,293 -76%
BWA
938
BDO Wealth Advisors
Florida
$232K -$24.1K -75 -9%
KCM
939
Kanawha Capital Management
Virginia
$231K +$231K +719 New
RFA
940
Reilly Financial Advisors
California
$230K +$4.81K +15 +2%
GWCM
941
Godshalk Welsh Capital Management
Pennsylvania
$230K +$230K +715 New
SFG
942
SevenBridge Financial Group
Pennsylvania
$229K +$229K +712 New
BPA
943
Beacon Pointe Advisors
California
$228K +$228K +709 New
FBB
944
Fulton Breakefield Broenniman
Maryland
$228K +$228K +711 New
AWM
945
Adams Wealth Management
Utah
$227K – – –
GT
946
Glenview Trust
Kentucky
$227K +$227K +707 New
FPCP
947
Fort Point Capital Partners
California
$227K +$227K +708 New
TWI
948
Thomas White International
Illinois
$227K +$227K +708 New
BSA
949
Braun Stacey Associates
New York
$225K +$225K +703 New
HHGA
950
Halbert Hargrove Global Advisors
California
$224K +$224K +697 New
36 37
38
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