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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 %
CBT
1001
Central Bank & Trust
Kentucky
$143K +$83.2K +259 +139%
NFG
1002
Next Financial Group
Texas
$139K +$6.09K +19 +5%
RWB
1003
RMR Wealth Builders
New Jersey
$137K +$137K +428 New
AF
1004
Allworth Financial
California
$132K +$21.2K +66 +19%
VCG
1005
Vantage Consulting Group
Virginia
$132K +$132K +410 New
NWA
1006
Navis Wealth Advisors
New York
$128K +$128K +400 New
GSAM
1007
Grant Street Asset Management
Pennsylvania
$127K +$127K +395 New
FBT
1008
First Bank & Trust
South Dakota
$125K -$5.48K -17 -4%
SNT
1009
Security National Trust
West Virginia
$120K – – –
DAM
1010
Delta Asset Management
Tennessee
$116K – – –
RCG
1011
Rock Creek Group
District of Columbia
$116K +$23.4K +73 +25%
CFFP
1012
Center for Financial Planning
Michigan
$112K – – –
1IA
1013
1834 Investment Advisors
Wisconsin
$109K – – –
CG
1014
Cutler Group
California
$100K -$511K -1,599 -84%
TWA
1015
TCI Wealth Advisors
Arizona
$100K – – –
COCM
1016
Charter Oak Capital Management
New Hampshire
$100K +$100K +311 New
AWA
1017
Arkadios Wealth Advisors
Georgia
$98K -$320 -1 -0.3%
EI
1018
Ellevest Inc
New York
$97K +$2.24K +7 +2%
HFM
1019
Harvest Fund Management
China
$97K +$68.8K +215 +244%
ZB
1020
Zions Bancorporation
Utah
$94K +$3.21K +10 +4%
ST
1021
Smithfield Trust
Pennsylvania
$92K +$11.8K +37 +15%
AIC
1022
Archer Investment Corporation
Indiana
$88.6K – – –
PCG
1023
Private Capital Group
Connecticut
$88K -$53.3K -166 -38%
JWM
1024
Janiczek Wealth Management
Colorado
$87K +$76.7K +239 +747%
PVH
1025
Psagot Value Holdings
Israel
$85K -$169K -525 -67%
39 40
41
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