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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 %
AWM
1026
Atticus Wealth Management
Florida
$85K – – –
VRM
1027
Vectors Research Management
New York
$84K +$60.5K +188 +258%
SCM
1028
Silvant Capital Management
Georgia
$83K – – –
HI
1029
Human Investing
Oregon
$81K -$16K -50 -17%
VNA
1030
Valley National Advisers
Pennsylvania
$81K – – –
WOC
1031
West Oak Capital
California
$80K – – –
APWM
1032
Atlas Private Wealth Management
New York
$80K – – –
MMG
1033
Monetary Management Group
Missouri
$80K – – –
ICP
1034
Interchange Capital Partners
Pennsylvania
$79K +$79K +247 New
GAM
1035
Gemmer Asset Management
California
$76K – – –
MWC
1036
MBM Wealth Consultants
Missouri
$76K – – –
JCM
1037
Jacobi Capital Management
Pennsylvania
$76K +$12.2K +38 +19%
EP
1038
Eudaimonia Partners
Tennessee
$74K – – –
LC
1039
Lindbrook Capital
California
$72K +$1.61K +5 +2%
FEG
1040
Financial Enhancement Group
Indiana
$72K +$46.9K +146 +187%
TSW
1041
Thompson Siegel & Walmsley
Virginia
$71K – – –
RDFA
1042
Ritter Daniher Financial Advisory
Ohio
$65K +$65K +202 New
Credit Agricole
1043
Credit Agricole
France
$64K – – –
SWA
1044
Safir Wealth Advisors
New Hampshire
$64K +$64K +200 New
PS
1045
Planned Solutions
California
$64K +$64K +200 New
USGIU
1046
U.S. Global Investors (USGI)
Texas
$64K +$64K +200 New
EFSCE
1047
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$3.52K -11 -5%
LFG
1048
Larson Financial Group
Missouri
$61K – – –
IBOK
1049
Independence Bank of Kentucky
Kentucky
$60K – – –
ABC
1050
Associated Banc-Corp
Wisconsin
$60K +$44.6K +139 +290%
40 41
42
43 44