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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 %
JCM
551
Jag Capital Management
Missouri
$1.59M -$54.4K -146 -3%
PAS
552
Park Avenue Securities
New York
$1.58M +$183K +490 +13%
William Blair & Company
553
William Blair & Company
Illinois
$1.57M -$237K -635 -13%
TPCW
554
TD Private Client Wealth
New York
$1.56M -$1.42M -3,796 -48%
TCM
555
Tufton Capital Management
Maryland
$1.56M – – –
AAS
556
Avantax Advisory Services
Texas
$1.56M +$914K +2,451 +141%
SC
557
Savant Capital
Illinois
$1.56M +$11.9K +32 +0.8%
HW
558
Hancock Whitney
Mississippi
$1.53M -$129K -346 -8%
CPO
559
Cerity Partners OCIO
New York
$1.53M +$14.2K +38 +0.9%
OPS
560
Orion Portfolio Solutions
Nebraska
$1.53M +$157K +420 +11%
SP
561
Symmetry Partners
Connecticut
$1.53M -$262K -701 -15%
CCM
562
Community Capital Management
Florida
$1.53M – – –
JIR
563
James Investment Research
Ohio
$1.52M -$2.75M -7,375 -64%
SIM
564
Sterling Investment Management
Arizona
$1.52M +$25.7K +69 +2%
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$1.52M -$12.7K -34 -0.8%
OTPPB
566
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.52M +$16.8K +45 +1%
AIIMS
567
Analyst IMS Investment Management Services
Israel
$1.51M – – –
SWP
568
Stratos Wealth Partners
Ohio
$1.51M +$18.6K +50 +1%
CS
569
Comerica Securities
Michigan
$1.5M -$73.1K -196 -5%
MCM
570
MAI Capital Management
Ohio
$1.5M +$236K +632 +19%
IB
571
Intrust Bank
Kansas
$1.48M +$45.9K +123 +3%
BOM
572
Bank of Marin
California
$1.47M – – –
SMC
573
Smith, Moore & Co
Missouri
$1.46M – – –
FFWA
574
FRG Family Wealth Advisors
Washington
$1.46M – – –
ZCA
575
Zeke Capital Advisors
Pennsylvania
$1.44M -$64.9K -174 -4%
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