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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 %
TFO
1076
Tarbox Family Office
California
$37K +$1.95K +6 +6%
KFI
1077
Key Financial Inc
Pennsylvania
$37K +$37K +116 New
MRCM
1078
M&R Capital Management
New Jersey
$36K – – –
CYG
1079
Clean Yield Group
Vermont
$36K – – –
SWA
1080
SOA Wealth Advisors
New York
$36K +$36K +121 New
IWP
1081
IAG Wealth Partners
Wisconsin
$34K – – –
EWA
1082
Evolution Wealth Advisors
Florida
$33K -$3.49K -11 -10%
AA
1083
Ancora Advisors
Ohio
$33K -$1.92K -6 -6%
AIM
1084
Arcadia Investment Management
Michigan
$32K -$32K -100 -50%
SIM
1085
Sonora Investment Management
Arizona
$32K -$4.8K -15 -13%
FFC
1086
First Financial Corp
Indiana
$32K – – –
PWMG
1087
Prestige Wealth Management Group
New Jersey
$31K -$4.43K -14 -13%
O
1088
Ossiam
France
$30K -$6.35M -19,906 -100%
AIG
1089
American International Group
New York
$27.3K +$1.73K +5,394 +7%
HFM
1090
Hartford Financial Management
Connecticut
$26K – – –
APW
1091
Acima Private Wealth
Virginia
$26K – – –
VCM
1092
Versant Capital Management
Arizona
$26K +$642 +2 +3%
FPS
1093
Fieldpoint Private Securities
Connecticut
$25K +$25K +79 New
CFO
1094
CVA Family Office
Colorado
$24K – – –
FMII
1095
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
FMB
1096
Field & Main Bank
Kentucky
$24K – – –
SL
1097
Savior LLC
Massachusetts
$24K – – –
EW
1098
Evoke Wealth
California
$24K +$3.52K +11 +17%
FRA
1099
Front Row Advisors
California
$23K -$648 -2 -3%
LWANC
1100
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K – – –
42 43
44
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