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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 %
HB
951
Homrich & Berg
Georgia
$223K -$33K -103 -13%
RGC
952
Roberts, Glore & Co
Illinois
$223K +$223K +697 New
Kayne Anderson Rudnick Investment Management
953
Kayne Anderson Rudnick Investment Management
California
$222K – – –
SLG
954
Stanley-Laman Group
Pennsylvania
$219K +$219K +682 New
RWM
955
Reston Wealth Management
Virginia
$218K +$218K +678 New
AWAP
956
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$216K +$216K +673 New
CAM
957
ClariVest Asset Management
California
$214K -$64.3K -200 -23%
DAS
958
Dynamic Advisor Solutions
Arizona
$214K +$214K +666 New
FNT
959
First National Trust
Pennsylvania
$214K +$214K +666 New
CPA
960
Court Place Advisors
Maryland
$214K +$214K +667 New
GC
961
Gratus Capital
Georgia
$214K +$214K +667 New
FWM
962
Fairhaven Wealth Management
Illinois
$213K +$213K +663 New
WCM
963
Windsor Capital Management
Arizona
$211K +$211K +657 New
KPW
964
Kore Private Wealth
New York
$210K +$210K +655 New
FNBOSM
965
First National Bank of South Miami
Florida
$209K +$10.9K +34 +6%
APW
966
Aurora Private Wealth
New Jersey
$209K +$209K +650 New
FFA
967
Founders Financial Alliance
North Carolina
$208K +$191K +595 +1,144%
APP
968
Avantax Planning Partners
Iowa
$208K +$208K +648 New
WT
969
Washington Trust
Rhode Island
$207K -$8.04K -25 -4%
DI
970
Diligent Investors
California
$207K +$207K +645 New
RHBC
971
R.H. Bluestein & Co
Michigan
$207K +$207K +646 New
KP
972
Keel Point
Alabama
$205K +$205K +637 New
SICM
973
Sustainable Insight Capital Management
New York
$203K +$203K +632 New
DWM
974
Doyle Wealth Management
Florida
$203K +$203K +633 New
PP
975
PDS Planning
Ohio
$202K +$202K +628 New
37 38
39
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