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Elevance Health
ELV

Overview Fund Activity

1,208 hedge funds and large institutions have $80B invested in Elevance Health in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 454 increasing their positions, 418 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
-19
Holders Change %
-1.55%
% of All Funds
21.22%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.56%
New
86
Increased
454
Reduced
418
Closed
91
Calls
$621M
Puts
$577M
Net Calls
+$44.3M
Net Calls Change
+$17M

Top Buyers

1
AS
Altshuler Shaham
Israel
+$381M
2
Invesco
Invesco
Georgia
+$250M
3
Ameriprise
Ameriprise
Minnesota
+$248M
4
UBS AM
UBS AM
Illinois
+$219M
5
Capital International Investors
Capital International Investors
California
+$215M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$886M
2
Boston Partners
Boston Partners
Massachusetts
-$541M
3
Bank of America
Bank of America
North Carolina
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
5
TPI
Tesco Pension Investment
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
426
YHB Investment Advisors
Connecticut
$3.61M -$18.6K -50 -0.5%
KeyBank National Association
427
KeyBank National Association
Ohio
$3.6M +$173K +465 +5%
USCWA
428
U.S. Capital Wealth Advisors
Texas
$3.54M +$3.54M +9,494 New
Capstone Investment Advisors
429
Capstone Investment Advisors
New York
$3.54M +$1.77M +4,742 +100%
QIM
430
Quantitative Investment Management
Virginia
$3.53M -$1.63M -4,366 -32%
PFO
431
Pathstone Family Office
New Jersey
$3.51M +$1.07M +2,876 +44%
KIA
432
KCM Investment Advisors
California
$3.47M +$37.7K +101 +1%
CWG
433
Cornerstone Wealth Group
North Carolina
$3.47M +$3.16M +8,481 +1,037%
ACM
434
Alamar Capital Management
California
$3.46M +$316K +847 +10%
CAC
435
Core Alternative Capital
Georgia
$3.45M -$150K -401 -4%
BFA
436
Benedict Financial Advisors
Georgia
$3.41M -$11.9K -32 -0.3%
IA
437
Icon Advisers
Colorado
$3.39M – – –
TW
438
Transform Wealth
Colorado
$3.38M -$24.6K -66 -0.7%
TCM
439
Tandem Capital Management
New Jersey
$3.37M +$21.6K +58 +0.6%
TAM
440
Tocqueville Asset Management
New York
$3.25M -$1.02M -2,749 -24%
AP
441
Advisor Partners
California
$3.24M -$65.6K -176 -2%
UCFA
442
United Capital Financial Advisors
Texas
$3.24M +$13.8K +37 +0.4%
V
443
Veritable
Delaware
$3.22M -$4.1K -11 -0.1%
RFC
444
Regions Financial Corp
Alabama
$3.17M -$71.6K -192 -2%
WAM
445
World Asset Management
Michigan
$3.09M -$126K -338 -4%
AAM
446
Advisors Asset Management
Colorado
$3.06M -$201K -538 -6%
AFWM
447
AMJ Financial Wealth Management
Virginia
$3.06M +$493K +1,322 +19%
SF
448
Synovus Financial
Georgia
$3.01M -$307K -822 -9%
GIA
449
GHP Investment Advisors
Colorado
$3.01M +$691K +1,855 +30%
AC
450
Asio Capital
Kentucky
$2.96M +$162K +435 +6%
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