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Elevance Health
ELV

Overview Fund Activity

1,364 hedge funds and large institutions have $98.3B invested in Elevance Health in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 427 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+156
Holders Change %
+12.91%
% of All Funds
21.07%
Holding in Top 10
51
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+59.38%
% of All Funds
0.79%
New
238
Increased
427
Reduced
447
Closed
58
Calls
$586M
Puts
$719M
Net Calls
-$133M
Net Calls Change
-$178M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$481M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$272M
3
DZ Bank
DZ Bank
Germany
+$254M
4
TPI
Tesco Pension Investment
United Kingdom
+$221M
5
Capital International Investors
Capital International Investors
California
+$203M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$470M
2
VVP
Vulcan Value Partners
Alabama
-$436M
3
UBS AM
UBS AM
Illinois
-$280M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
701
Trust Asset Management
Texas
$1.11M – – –
1SB
702
1ST Source Bank
Indiana
$1.1M +$4.63K +10 +0.4%
GG
703
Gofen & Glossberg
Illinois
$1.09M – – –
HCM
704
Hollencrest Capital Management
California
$1.08M +$926 +2 +0.1%
BRWA
705
B. Riley Wealth Advisors
Florida
$1.08M +$25K +54 +2%
BB
706
Busey Bank
Illinois
$1.07M -$3.71K -8 -0.3%
SPC
707
Sigma Planning Corp
Michigan
$1.07M -$6.95K -15 -0.6%
SIM
708
Sentry Investment Management
Wisconsin
$1.06M – – –
FFG
709
Frisch Financial Group
New York
$1.06M -$50.5K -109 -5%
FAM
710
Fulcrum Asset Management
United Kingdom
$1.06M -$1.06M – –
AUB
711
Atlantic Union Bankshares
Virginia
$1.05M -$68.1K -147 -6%
TMAM
712
Tokio Marine Asset Management
Japan
$1.05M +$84.3K +182 +9%
SFA
713
Souders Financial Advisors
Ohio
$1.03M +$464 +1 +0%
CA
714
Clearstead Advisors
Ohio
$1.03M +$26K +56 +3%
IP
715
Intellectus Partners
California
$1.03M -$185K -399 -15%
VFP
716
Verus Financial Partners
Virginia
$1.02M – – –
QC
717
Quent Capital
New York
$1.01M +$1.01M +2,178 New
9WM
718
9258 Wealth Management
Ohio
$1.01M +$62.6K +135 +7%
BFG
719
Beacon Financial Group
Texas
$1M +$69.2K +149 +7%
BFS
720
Bard Financial Services
Connecticut
$997K – – –
MGP
721
Metis Global Partners
California
$985K +$985K +2,125 New
HA
722
Hofer & Associates
California
$980K +$980K +2,114 New
TYCC
723
Texas Yale Capital Corp
Florida
$972K – – –
TCM
724
Twin Capital Management
Pennsylvania
$970K -$60.3K -130 -6%
PA
725
Pinnacle Associates
New York
$970K – – –
27 28
29
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