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Elevance Health
ELV

Overview Fund Activity

1,409 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 524 increasing their positions, 481 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+45
Holders Change %
+3.3%
% of All Funds
22.3%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.04%
New
148
Increased
524
Reduced
481
Closed
93
Calls
$433M
Puts
$466M
Net Calls
-$33.1M
Net Calls Change
+$100M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$914M
2
Bank of America
Bank of America
North Carolina
+$638M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$332M
4
Capital International Investors
Capital International Investors
California
+$311M
5
Ameriprise
Ameriprise
Minnesota
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$335M
3
Marshall Wace
Marshall Wace
United Kingdom
-$226M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$201M
5
Franklin Resources
Franklin Resources
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
601
M Holdings Securities
Oregon
$1.95M +$1.95M +3,971 New
HA
602
Harfst & Associates
Wyoming
$1.93M +$166K +337 +9%
HA
603
Hofer & Associates
California
$1.93M +$886K +1,804 +85%
BWM
604
BNC Wealth Management
Oregon
$1.92M +$1.92M +3,916 New
SMC
605
Smith, Moore & Co
Missouri
$1.92M -$7.37K -15 -0.4%
IRF
606
IBM Retirement Fund
New York
$1.92M -$85K -173 -4%
OTPPB
607
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.92M -$1.21M -2,467 -39%
FFWA
608
FRG Family Wealth Advisors
Washington
$1.91M – – –
WEG
609
World Equity Group
Illinois
$1.91M +$1.91M +3,880 New
BOM
610
Bank of Marin
California
$1.9M – – –
CAG
611
Csenge Advisory Group
Florida
$1.9M +$290K +591 +18%
DWT
612
Dorsey & Whitney Trust
South Dakota
$1.9M +$51.1K +104 +3%
HW
613
Hancock Whitney
Mississippi
$1.89M -$90.4K -184 -5%
OPPTF
614
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.89M +$29.6K +60 +2%
TNBTD
615
Trustmark National Bank Trust Department
Mississippi
$1.89M +$1.38M +2,802 +269%
MGP
616
Metis Global Partners
California
$1.88M +$838K +1,707 +80%
PR
617
Payden & Rygel
California
$1.87M +$934K +1,900 +100%
BDF
618
Balasa Dinverno & Foltz
$1.86M +$387K +788 +26%
VCM
619
Violich Capital Management
California
$1.85M – – –
MIH
620
Meitav Investment House
Israel
$1.85M – – –
IC
621
IEQ Capital
California
$1.84M +$375K +764 +26%
MC
622
Maverick Capital
Texas
$1.83M +$1.58M +3,217 +628%
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$1.83M -$62.4K -127 -3%
HA
624
Heartland Advisors
Wisconsin
$1.82M +$34.4K +70 +2%
TFS
625
TrustCore Financial Services
Tennessee
$1.8M +$1.31M +2,662 +267%
23 24
25
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