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 %
SA
701
Strategic Advisors
New York
$729K +$373 +1 +0.1%
PGIM
702
Pacific Global Investment Management
California
$728K -$4.1K -11 -0.6%
BAS
703
Brown Advisory Securities
Maryland
$723K -$34.1K -91 -5%
SMH
704
Sanders Morris Harris
Texas
$723K – – –
RC
705
Roundview Capital
New Jersey
$722K +$722K +1,937 New
CB
706
Community Bank
New York
$719K -$112K -300 -13%
SPIA
707
Steward Partners Investment Advisory
New York
$715K -$103K -275 -13%
FPA
708
First Pacific Advisors
California
$714K – – –
SS
709
Simplicity Solutions
Minnesota
$704K +$274K +735 +64%
SAI
710
Systematic Alpha Investments
New Jersey
$695K – – –
FCI
711
Financial Counselors Inc
Kansas
$692K +$96.2K +258 +16%
GC
712
Garde Capital
Washington
$690K – – –
PMA
713
Prudent Man Advisors
Illinois
$685K -$14.5K -39 -2%
TNB
714
Thomasville National Bank
Georgia
$683K – – –
GRP
715
Global Retirement Partners
California
$683K +$6.71K +18 +1%
TIAM2
716
Tru Independence Asset Management 2
Oregon
$680K +$57.8K +155 +9%
GTAM
717
Global Trust Asset Management
Florida
$677K -$2.24K -6 -0.3%
ACM
718
Alethea Capital Management
Washington
$676K +$676K +1,813 New
BS
719
Bessemer Securities
New York
$674K – – –
LWAC
720
Laurel Wealth Advisors (California)
California
$669K +$6.71K +18 +1%
FA
721
FMA Advisory
Pennsylvania
$664K +$1.12K +3 +0.2%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$663K +$114K +305 +21%
GFP
723
Gryphon Financial Partners
Ohio
$662K +$55.9K +150 +9%
DMBA
724
Deseret Mutual Benefit Administrators
Utah
$661K -$198K -531 -23%
ADL
725
Asset Dedication LLC
California
$661K +$1.86K +5 +0.3%
27 28
29
30 31