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Elevance Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
751
Concourse Financial Group Securities
Alabama
$568K +$67K +180 +13%
HIA
752
Harbor Investment Advisory
Maryland
$567K +$8.57K +23 +2%
MCCP
753
Mission Creek Capital Partners
California
$563K -$37.3K -100 -6%
CWM
754
Calamos Wealth Management
Illinois
$560K
SCM
755
Southport Capital Management
Tennessee
$559K -$18.6K -50 -3%
BIM
756
Bridges Investment Management
Nebraska
$559K
SKK
757
Shepherd Kaplan Krochuk
Massachusetts
$559K
PCA
758
Personal Capital Advisors
California
$556K -$14.9K -40 -3%
CHC
759
City Holding Co
West Virginia
$555K
DAS
760
Dynamic Advisor Solutions
Arizona
$554K +$280K +750 +102%
WWM
761
Windsor Wealth Management
Indiana
$551K -$1.88K -5 -0.3%
DWA
762
Douglass Winthrop Advisors
New York
$550K -$9.7K -26 -2%
OIA
763
OneDigital Investment Advisors
Kansas
$548K -$20.5K -55 -4%
PWM
764
Perigon Wealth Management
California
$548K -$10.4K -28 -2%
PHAM
765
Palisades Hudson Asset Management
Florida
$547K
PFGIA
766
Patriot Financial Group Insurance Agency
Massachusetts
$547K +$70.8K +190 +15%
SXL
767
Summit X LLC
Missouri
$541K
BIM
768
Baldwin Investment Management
Pennsylvania
$538K -$19.4K -52 -3%
TC
769
Telemus Capital
Michigan
$538K
AWA
770
Aaron Wealth Advisors
Illinois
$538K +$4.1K +11 +0.8%
PL
771
Plancorp LLC
Missouri
$538K +$11.9K +32 +2%
SHA
772
Seneca House Advisors
Virginia
$538K +$196K +527 +57%
SCM
773
Stevens Capital Management
Pennsylvania
$538K +$538K +1,444 New
EWM
774
Evermay Wealth Management
Virginia
$535K -$18.6K -50 -3%
CIAS
775
Capital Investment Advisory Services
North Carolina
$534K