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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 %
RE
1051
RBC Europe
United Kingdom
$59.4K – – –
FCFS
1052
First Command Financial Services
Texas
$58K – – –
FCB
1053
First Command Bank
Texas
$58K – – –
PO
1054
Private Ocean
California
$58K +$324 +1 +0.6%
CCA
1055
Childress Capital Advisors
Texas
$58K +$58K +175 New
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K +$58K +182 New
WWM
1057
Wolff Wiese Magana
California
$57K +$57K +179 New
TF
1058
TimeScale Financial
Massachusetts
$56K – – –
TFA
1059
Toth Financial Advisory
Virginia
$56K +$24K +75 +75%
FCH
1060
Freestone Capital Holdings
Washington
$53.3K +$53.3K +166 New
HDIM
1061
Hanson & Doremus Investment Management
Vermont
$53K – – –
AWM
1062
AllSquare Wealth Management
New York
$51K – – –
SWM
1063
Sugarloaf Wealth Management
Georgia
$49K -$432K -1,349 -90%
MA
1064
MCF Advisors
Kentucky
$49K – – –
HCM
1065
Highlander Capital Management
New Jersey
$48K – – –
MAWCM
1066
Mine & Arao Wealth Creation & Management
California
$48K – – –
PG
1067
Proffitt & Goodson
Tennessee
$47K -$3.24K -10 -6%
SLF
1068
Sun Life Financial
Ontario, Canada
$47K -$959 -3 -2%
PFO
1069
Pathstone Family Office
New Jersey
$47K +$47K +144 New
WPA
1070
West Paces Advisors
Georgia
$45K – – –
PMFA
1071
Plante Moran Financial Advisors
Michigan
$44K +$9.71K +30 +28%
NO
1072
Ninety One
South Africa
$42K – – –
DWP
1073
Destiny Wealth Partners
Florida
$42K +$42K +130 New
AA
1074
Addison Advisors
Vermont
$41K +$41K +127 New
MC
1075
Maverick Capital
Texas
$39K -$3.55M -10,934 -99%
41 42
43
44 45