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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 %
SPIA
651
Steward Partners Investment Advisory
New York
$1.64M -$185K -376 -10%
RWM
652
Ritholtz Wealth Management
New York
$1.64M +$1.09M +2,218 +198%
TRIA
653
Trail Ridge Investment Advisors
Colorado
$1.64M – – –
BOTW
654
Bank of the West
California
$1.63M -$3.68M -7,494 -69%
BCM
655
Brookstone Capital Management
Illinois
$1.63M -$73.5K -144 -4%
FC
656
FORA Capital
Florida
$1.62M +$966K +1,923 +148%
SC
657
Searle & Co
Connecticut
$1.62M – – –
NIMI
658
Natixis Investment Managers International
France
$1.59M +$1.59M +3,247 New
NERM
659
New England Research & Management
Illinois
$1.59M – – –
S
660
SignatureFD
Georgia
$1.59M +$189K +384 +14%
LIM
661
Leavell Investment Management
Alabama
$1.58M +$5.4K +11 +0.3%
SC
662
SRB Corp
Massachusetts
$1.57M – – –
AIM
663
Anchor Investment Management
South Carolina
$1.57M +$110K +224 +8%
AIM
664
Acropolis Investment Management
Missouri
$1.57M -$19.7K -40 -1%
MMA
665
Miracle Mile Advisors
California
$1.56M -$10.4M -21,204 -87%
WWM
666
Western Wealth Management
Colorado
$1.56M +$1.09M +2,218 +234%
AAS
667
Ameritas Advisory Services
Nebraska
$1.54M +$762K +1,552 +98%
ANRIA
668
American National Registered Investment Advisor
Texas
$1.52M -$53.5K -109 -3%
AIP
669
Ameritas Investment Partners
Nebraska
$1.52M -$42.3K -86 -3%
IFWM
670
Institute for Wealth Management
Colorado
$1.52M -$2.46K -5 -0.2%
RIA
671
Richwood Investment Advisors
Ohio
$1.51M -$88.4K -180 -6%
WA
672
Wealth Architects
California
$1.51M -$2.95K -6 -0.2%
PA
673
Parallel Advisors
California
$1.5M +$120K +238 +9%
CCM
674
Coldstream Capital Management
Washington
$1.48M -$95.8K -195 -6%
KA
675
Kintegral Advisory
New York
$1.48M +$32.9K +67 +2%
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