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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 %
BHWM
1151
Bay Harbor Wealth Management
Maryland
$3K +$3K +8 New
EWM
1152
Endurance Wealth Management
Rhode Island
$2K -$10K -25 -83%
JFA
1153
JNBA Financial Advisors
Minnesota
$2K – – –
AWM
1154
Avior Wealth Management
Nebraska
$2K – – –
APC
1155
Aspire Private Capital
North Carolina
$2K – – –
RWA
1156
Ropes Wealth Advisors
Massachusetts
$2K +$2K +5 New
GI
1157
Gradient Investments
Minnesota
$1K – – –
TFM
1158
TFC Financial Management
Massachusetts
$1K – – –
LWM
1159
Liberty Wealth Management
California
$1K +$333 +2 +50%
AW
1160
Avion Wealth
Texas
$1K +$1K +3 New
BA
1161
Bellwether Advisors
Nebraska
$1K +$1K +4 New
CRI
1162
Colonial River Investments
Virginia
$433 +$433 +1,451 New
TI
1163
tru Independence
Oregon
$3 +$3 +10 New
Viking Global Investors
1164
Viking Global Investors
Connecticut
– -$140M -522,405 Closed
APM
1165
Avidity Partners Management
Texas
– -$47.4M -176,400 Closed
Lord, Abbett & Co
1166
Lord, Abbett & Co
New Jersey
– -$31.2M -116,241 Closed
BCM
1167
Bridgeway Capital Management
Texas
– -$20.3M -75,425 Closed
ITP
1168
Iron Triangle Partners
Connecticut
– -$16.1M -60,000 Closed
Parallax Volatility Advisers
1169
Parallax Volatility Advisers
California
– -$15.3M -56,816 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$10.6M -39,413 Closed
OCAM
1171
Onex Canada Asset Management
Ontario, Canada
– -$9.14M -34,017 Closed
QC
1172
Quadrature Capital
United Kingdom
– -$8.69M -32,394 Closed
BAPIM
1173
British Airways Pensions Investment Management
United Kingdom
– -$8.05M -29,958 Closed
CA
1174
Cornerstone Advisors
North Carolina
– -$5.1M -19,000 Closed
Capstone Investment Advisors
1175
Capstone Investment Advisors
New York
– -$4.64M -17,271 Closed
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