ELV icon

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 %
BFS
676
Bard Financial Services
Connecticut
$802K – – –
CAM
677
Cozad Asset Management
Illinois
$798K +$216K +580 +37%
TYCC
678
Texas Yale Capital Corp
Florida
$782K +$37.3K +100 +5%
PA
679
Pinnacle Associates
New York
$780K -$219K -587 -22%
BFG
680
Beacon Financial Group
Texas
$779K +$82.4K +212 +12%
EP
681
Edgestream Partners
New Jersey
$777K +$777K +2,085 New
TMAM
682
Tokio Marine Asset Management
Japan
$776K +$70.4K +189 +10%
NB
683
Northwest Bancshares
Pennsylvania
$762K -$45.5K -122 -6%
CC
684
Chicago Capital
Illinois
$759K – – –
9WM
685
9258 Wealth Management
Ohio
$759K +$12.3K +33 +2%
GLLW
686
Graves Light Lenhart Wealth
Virginia
$754K -$7.45K -20 -1%
THWM
687
Taylor Hoffman Wealth Management
Virginia
$751K – – –
NSEDCP
688
NJ State Employees Deferred Compensation Plan
New Jersey
$746K – – –
SM
689
SG3 Management
Puerto Rico
$746K +$93.3K +250 +14%
WA
690
WestEnd Advisors
North Carolina
$745K -$763K – –
WAS
691
WESPAC Advisors SoCal
California
$743K -$69.1K -185 -9%
KWMG
692
King Wealth Management Group
Florida
$741K – – –
MAM
693
McLean Asset Management
Virginia
$740K +$55.4K +127 +8%
FMC
694
First Merchants Corp
Indiana
$740K +$89.1K +239 +14%
SWM
695
SeaCrest Wealth Management
New York
$739K -$22.7K -61 -3%
IAP
696
Indie Asset Partners
Indiana
$739K -$373 -1 -0.1%
WG
697
Winton Group
United Kingdom
$736K -$531K -1,424 -42%
CCM
698
Covington Capital Management
California
$733K -$5.22K -14 -0.7%
MA
699
Mutual Advisors
Nebraska
$732K -$8.21K -22 -1%
MCA
700
Morris Capital Advisors
Pennsylvania
$729K -$54.4K -146 -7%
26 27
28
29 30