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Elevance Health
ELV

Overview Fund Activity

1,430 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 521 increasing their positions, 513 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
24.18%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.15%
New
136
Increased
521
Reduced
513
Closed
94
Calls
$572M
Puts
$566M
Net Calls
+$5.79M
Net Calls Change
+$38.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$639M
2
Morgan Stanley
Morgan Stanley
New York
+$473M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$377M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$501M
2
Artisan Partners
Artisan Partners
Wisconsin
-$394M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$359M
4
AWA
Aaron Wealth Advisors
Illinois
-$321M
5
OAG
Orbis Allan Gray
Bermuda
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
501
Oak Associates
Ohio
$3.32M – – –
WG
502
Winton Group
United Kingdom
$3.31M +$925K +1,917 +39%
TA
503
TKG Advisors
Indiana
$3.3M +$3.3M +6,827 New
TI
504
Tidal Investments
Wisconsin
$3.29M +$585K +1,212 +22%
EFS
505
Essex Financial Services
Connecticut
$3.28M +$351K +727 +12%
TW
506
Transform Wealth
Colorado
$3.27M -$913K -1,891 -22%
FIA
507
Foundations Investment Advisors
Arizona
$3.27M -$179K -369 -5%
RFN
508
RDA Financial Network
Iowa
$3.27M -$67.6K -140 -2%
WIS
509
Wright Investors Service
Connecticut
$3.26M -$168K -349 -5%
VCA
510
Verdence Capital Advisors
Maryland
$3.2M -$168K -349 -5%
PMG
511
ProVise Management Group
Florida
$3.19M -$412K -853 -11%
KPWS
512
Kestra Private Wealth Services
Texas
$3.17M -$248K -515 -7%
CWG
513
Cornerstone Wealth Group
North Carolina
$3.15M +$89.3K +185 +3%
ATC
514
Argent Trust Co
Tennessee
$3.13M -$118K -245 -4%
FHB
515
First Hawaiian Bank
Hawaii
$3.1M +$38.1K +79 +1%
CI
516
CX Institutional
Indiana
$3.09M +$363K +753 +13%
S
517
Seeyond
France
$3.09M +$50K +103 +2%
Verition Fund Management
518
Verition Fund Management
Connecticut
$3.08M +$333K +690 +12%
FTDI
519
First Trust Direct Indexing
Massachusetts
$3.07M +$154K +319 +5%
ACM
520
Alamar Capital Management
California
$3.06M -$578K -1,197 -16%
VanEck Associates
521
VanEck Associates
New York
$3.06M +$34.3K +71 +1%
VLKIM
522
Van Lanschot Kempen Investment Management
Netherlands
$2.97M +$115K +238 +4%
S
523
SimplyRich
California
$2.91M – – –
MNBTD
524
Moody National Bank Trust Division
Texas
$2.88M -$1.1M -2,277 -28%
OQS
525
Occudo Quantitative Strategies
Florida
$2.87M +$2.87M +5,950 New
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