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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 %
FHA
976
First Horizon Advisors
Tennessee
$201K -$29.2K -91 -13%
AWP
977
Accretive Wealth Partners
New Jersey
$201K +$201K +625 New
WCM
978
Washington Capital Management
Washington
$201K +$201K +625 New
IWM
979
IHT Wealth Management
Illinois
$201K +$201K +625 New
ETC
980
Exchange Traded Concepts
Oklahoma
$199K +$199K +620 New
FF
981
FourThought Financial
Florida
$195K +$195K +608 New
SFSIG
982
San Francisco Sentry Investment Group
California
$190K +$25.8K +80 +16%
MGIM
983
M&G Investment Management
United Kingdom
$181K -$29.8K -92,754 -14%
ICM
984
Islay Capital Management
Texas
$176K – – –
AssetMark Inc
985
AssetMark Inc
California
$171K -$16.7K -52 -9%
PCM
986
Penserra Capital Management
California
$171K +$29.2K +91 +21%
BCA
987
Berman Capital Advisors
Georgia
$169K +$51.3K +161 +44%
WB
988
Webster Bank
Connecticut
$163K – – –
DWMG
989
DB Wealth Management Group
California
$162K +$162K +503 New
CFD
990
Creative Financial Designs
Indiana
$161K – – –
TC
991
Trust Company
Kansas
$161K – – –
BFEC
992
Benjamin F. Edwards & Company
Missouri
$160K – – –
GWS
993
Glassman Wealth Services
Virginia
$157K +$9.97K +31 +7%
MCM
994
Manchester Capital Management
Vermont
$155K +$2.56K +8 +2%
PFBT
995
Parkside Financial Bank & Trust
Missouri
$155K +$8.99K +28 +6%
AF
996
Advisornet Financial
Minnesota
$148K -$26.4K -82 -15%
IRC
997
Investors Research Corp
Georgia
$148K – – –
AA
998
AlphaMark Advisors
Kentucky
$148K – – –
KCM
999
Kathmere Capital Management
Pennsylvania
$148K +$4.49K +14 +3%
CFA
1000
Carroll Financial Associates
North Carolina
$143K +$11.8K +37 +9%
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40
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