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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 %
JIC
601
Johnson Investment Counsel
Ohio
$1.23M -$180K -482 -13%
AIP
602
Ameritas Investment Partners
Nebraska
$1.22M -$23.1K -62 -2%
SFA
603
Semmax Financial Advisors
North Carolina
$1.22M -$122K -326 -9%
Tudor Investment Corp
604
Tudor Investment Corp
Connecticut
$1.22M -$2.83M -7,584 -70%
ACS
605
Archford Capital Strategies
Illinois
$1.21M +$28.3K +76 +2%
NERM
606
New England Research & Management
Illinois
$1.21M – – –
SCA
607
Snowden Capital Advisors
New York
$1.2M +$29.1K +78 +2%
ANRIA
608
American National Registered Investment Advisor
Texas
$1.2M -$4.47K -12 -0.4%
CC
609
Copperleaf Capital
North Carolina
$1.2M +$24.6K +66 +2%
LIM
610
Leavell Investment Management
Alabama
$1.19M – – –
KWA
611
KCS Wealth Advisory
California
$1.18M +$36.5K +98 +3%
BDF
612
Balasa Dinverno & Foltz
$1.16M +$43.6K +117 +4%
IFWM
613
Institute for Wealth Management
Colorado
$1.15M – – –
CRC
614
Curi RMB Capital
Illinois
$1.14M -$77.6K -208 -6%
DWT
615
Dorsey & Whitney Trust
South Dakota
$1.13M -$32.4K -87 -3%
WC
616
Whitney & Co
New York
$1.13M -$9.32K -25 -0.8%
WA
617
Wealth Architects
California
$1.12M -$2.24K -6 -0.2%
SFFS
618
Stonehage Fleming Financial Services
Jersey
$1.11M – – –
CCMD
619
Cypress Capital Management (Delaware)
Delaware
$1.11M – – –
KA
620
Kintegral Advisory
New York
$1.1M – – –
OPPTF
621
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.09M -$23.6K -64 -2%
CTC
622
Central Trust Company
Missouri
$1.08M -$6.34K -17 -0.6%
IC
623
IEQ Capital
California
$1.07M +$376K +1,008 +54%
DT
624
Diversified Trust
Tennessee
$1.06M -$356K -955 -25%
FAM
625
Fulcrum Asset Management
United Kingdom
$1.06M -$1.91M – –
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25
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