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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
526
Bull Street Advisors
Georgia
$3.16M – – –
AC
527
Asio Capital
Kentucky
$3.14M -$1.25M -2,709 -28%
YIA
528
YHB Investment Advisors
Connecticut
$3.13M – – –
OC
529
Oppenheimer & Co
New York
$3.11M -$503K -1,095 -14%
EF
530
Empirical Finance
Pennsylvania
$3.11M +$140K +305 +5%
RFC
531
Regions Financial Corp
Alabama
$3.07M -$34.9K -76 -1%
JIR
532
James Investment Research
Ohio
$3.05M -$156K -339 -5%
ACM
533
Alcosta Capital Management
California
$3.02M -$84.6K -184 -3%
FLI
534
Family Legacy Inc
South Carolina
$3M +$93.8K +204 +3%
GAM
535
Gotham Asset Management
New York
$2.99M +$139K +303 +5%
FWIA
536
Fort Washington Investment Advisors
Ohio
$2.99M -$304K -661 -9%
TCPG
537
Trivant Custom Portfolio Group
California
$2.99M +$2.99M +6,502 New
MCC
538
Money Concepts Capital
Florida
$2.98M -$546K -1,159 -15%
EFS
539
Essex Financial Services
Connecticut
$2.98M -$425K -925 -12%
GVAG
540
Great Valley Advisor Group
Delaware
$2.95M -$690K -1,501 -19%
William Blair & Company
541
William Blair & Company
Illinois
$2.94M +$238K +448 +9%
RFN
542
RDA Financial Network
Iowa
$2.91M +$29.4K +64 +1%
PAM
543
Pegasus Asset Management
New York
$2.9M +$29K +63 +1%
LP
544
LMR Partners
United Kingdom
$2.89M +$687K +1,494 +31%
OLA
545
Oliver Luxxe Assets
New Jersey
$2.87M +$83.2K +181 +3%
SC
546
Scotia Capital
Ontario, Canada
$2.86M +$46K +100 +2%
PGAM
547
Princeton Global Asset Management
New Jersey
$2.82M +$2.82M +6,130 New
DADC
548
D.A. Davidson & Co
Montana
$2.78M +$463K +1,007 +20%
S
549
SimplyRich
California
$2.77M – – –
FTDI
550
First Trust Direct Indexing
Massachusetts
$2.75M -$8.28K -18 -0.3%
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