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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 %
WB
651
WesBanco Bank
West Virginia
$899K -$33.9K -91 -4%
FFG
652
Frisch Financial Group
New York
$892K +$2.61K +7 +0.3%
TAM
653
Trust Asset Management
Texas
$892K +$58.5K +157 +7%
AT
654
Arden Trust
Delaware
$885K -$20.9K -56 -2%
1SB
655
1ST Source Bank
Indiana
$882K – – –
GG
656
Gofen & Glossberg
Illinois
$876K +$14.2K +38 +2%
CA
657
Cetera Advisors
Colorado
$874K +$262K +703 +43%
HCM
658
Hollencrest Capital Management
California
$870K +$287K +770 +49%
HIIFS
659
Harel Insurance Investments & Financial Services
Israel
$865K -$336K -901 -28%
SPC
660
Sigma Planning Corp
Michigan
$863K -$39.5K -106 -4%
BB
661
Busey Bank
Illinois
$862K -$2.98K -8 -0.3%
VFP
662
Verus Financial Partners
Virginia
$857K -$7.38K -19 -0.9%
QC
663
Quantedge Capital
Singapore
$857K – – –
SIM
664
Sentry Investment Management
Wisconsin
$853K -$125K -334 -13%
P
665
Pitcairn
Pennsylvania
$846K -$7.08K -19 -0.8%
BRWA
666
B. Riley Wealth Advisors
Florida
$844K +$19.4K +52 +2%
HAG
667
HighPoint Advisor Group
Illinois
$842K -$45.9K -123 -5%
IWS
668
Insight Wealth Strategies
California
$839K +$33.9K +91 +4%
SFA
669
Souders Financial Advisors
Ohio
$830K -$194K -519 -19%
QCG
670
Quadrant Capital Group
Ohio
$829K +$143K +384 +21%
Lido Advisors
671
Lido Advisors
California
$829K +$219K +589 +36%
TCM
672
Twin Capital Management
Pennsylvania
$828K +$5.59K +15 +0.7%
XT
673
XTX Topco
Cayman Islands
$819K +$819K +2,198 New
BA
674
Bridgewater Associates
Connecticut
$814K +$814K +2,183 New
CA
675
Clearstead Advisors
Ohio
$809K +$49.2K +132 +6%
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