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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
551
Carson Wealth (CWM LLC)
Nebraska
$2.86M +$151K +295 +6%
HI
552
Horizon Investments
North Carolina
$2.85M +$3.59K +7 +0.1%
CPO
553
Cerity Partners OCIO
New York
$2.84M -$96.9K -189 -3%
BSB
554
Bangor Savings Bank
Maine
$2.79M -$205K -399 -7%
LCM
555
Legato Capital Management
California
$2.78M +$2.78M +5,427 New
SCA
556
Stonebridge Capital Advisors
Minnesota
$2.78M +$16.4K +32 +0.6%
RFWA
557
RPg Family Wealth Advisory
Massachusetts
$2.78M -$6.16K -12 -0.2%
SAM
558
Strategy Asset Managers
California
$2.75M -$18.5K -36 -0.7%
ASN
559
Advisory Services Network
Georgia
$2.75M +$218K +425 +9%
KWA
560
KCS Wealth Advisory
California
$2.73M +$70.3K +137 +3%
JWM
561
Jackson Wealth Management
Florida
$2.72M +$266K +519 +11%
AAM
562
Arabesque Asset Management
United Kingdom
$2.71M +$141K +274 +5%
KMWM
563
Keudell/Morrison Wealth Management
Oregon
$2.7M -$2.57K -5 -0.1%
AAS
564
Avantax Advisory Services
Texas
$2.7M -$1.03K -2 -0%
CWM
565
Chemistry Wealth Management
New York
$2.69M +$30.3K +59 +1%
JHCP
566
Jackson Hole Capital Partners
Oklahoma
$2.69M -$92.8K -181 -3%
LT
567
Legacy Trust
Michigan
$2.66M +$2.66M +5,176 New
DCM
568
Delta Capital Management
New Jersey
$2.65M – – –
CGA
569
Channing Global Advisors
Florida
$2.65M -$85.7K -167 -3%
ACA
570
Atlas Capital Advisors
Wyoming
$2.64M +$212K +413 +9%
William Blair & Company
571
William Blair & Company
Illinois
$2.61M +$203K +396 +8%
HWA
572
Heritage Wealth Advisors
Virginia
$2.6M +$53.9K +105 +2%
SC
573
Sepio Capital
Utah
$2.59M +$2.59M +5,043 New
DADC
574
D.A. Davidson & Co
Montana
$2.58M -$92.3K -180 -3%
CCP
575
Clough Capital Partners
Massachusetts
$2.56M +$2.56M +5,000 New
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