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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 %
TCOV
1101
Trust Company of Vermont
Vermont
$22K – – –
OAJ
1102
Ogorek Anthony Joseph
New York
$21K – – –
FMP
1103
Financial Management Professionals
Texas
$21K – – –
VCM
1104
Vigilant Capital Management
Maine
$19K – – –
BWM
1105
BerganKDV Wealth Management
Minnesota
$19K +$1.97K +6 +12%
CWM
1106
Curi Wealth Management
North Carolina
$18K +$18K +57 New
AWG
1107
Altus Wealth Group
Colorado
$17K +$17K +53 New
TF
1108
Tompkins Financial
New York
$16K – – –
HR
1109
Howe & Rusling
New York
$16K – – –
CCM
1110
Cribstone Capital Management
Maine
$16K – – –
CWC
1111
Carolinas Wealth Consulting
North Carolina
$15K -$12.1K -37 -45%
CHA
1112
Carmichael Hill & Associates
Maryland
$15K – – –
LIA
1113
Luken Investment Analytics
Tennessee
$15K +$15K +48 New
APWA
1114
Atlas Private Wealth Advisors
New Jersey
$14K – – –
Jones Financial Companies
1115
Jones Financial Companies
Missouri
$14K +$14K +44 New
GFPC
1116
Global Financial Private Client
Florida
$13.2K +$1.61K +5 +14%
TAM
1117
Tucker Asset Management
Colorado
$13.2K +$13.2K +41 New
FWM
1118
Filbrandt Wealth Management
Wisconsin
$13K – – –
SFM
1119
Systematic Financial Management
New Jersey
$12K – – –
D
1120
Diversified
Delaware
$12K +$12K +45 New
CA
1121
Crewe Advisors
Utah
$11K -$5.5K -17 -33%
M
1122
MOTCO
Texas
$11K +$2.2K +7 +25%
CTFG
1123
Capstone Triton Financial Group
Oklahoma
$11K +$11K +35 New
PB
1124
Pinnacle Bancorp
Nebraska
$10K – – –
TIM
1125
Tortoise Investment Management
New York
$9K – – –
43 44
45
46 47