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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 %
VAS
751
Vestmark Advisory Solutions
Massachusetts
$851K +$26.9K +58 +3%
MA
752
Mutual Advisors
Nebraska
$850K -$59.8K -129 -7%
FMC
753
First Merchants Corp
Indiana
$844K -$76K -164 -8%
CRI
754
Colonial River Investments
Virginia
$839K +$839K +1,810 New
MCA
755
Morris Capital Advisors
Pennsylvania
$838K -$68.1K -147 -8%
RC
756
Roundview Capital
New Jersey
$837K -$60.7K -131 -7%
BWM
757
Buckley Wealth Management
Nevada
$834K -$383K -827 -31%
GTAM
758
Global Trust Asset Management
Florida
$833K -$8.8K -19 -1%
ESCM
759
Echo Street Capital Management
New York
$833K +$833K +1,796 New
LWAC
760
Laurel Wealth Advisors (California)
California
$831K -$927 -2 -0.1%
MCM
761
Monarch Capital Management
Indiana
$821K – – –
ITIM
762
Indiana Trust & Investment Management
Indiana
$817K – – –
OQS
763
Occudo Quantitative Strategies
Florida
$814K +$410K +883 +101%
DWM
764
Defined Wealth Management
Oregon
$809K – – –
DMBA
765
Deseret Mutual Benefit Administrators
Utah
$808K -$14.4K -31 -2%
WAS
766
WESPAC Advisors SoCal
California
$803K -$70.2K -160 -8%
CB
767
Community Bank
New York
$800K -$95.1K -205 -11%
SEIA
768
Signature Estate & Investment Advisors
California
$796K +$2.32K +5 +0.3%
RCAG
769
Rehmann Capital Advisory Group
Michigan
$796K +$63K +136 +9%
PCA
770
Personal Capital Advisors
California
$794K +$107K +231 +15%
BAS
771
Brown Advisory Securities
Maryland
$782K -$113K -243 -13%
TNB
772
Thomasville National Bank
Georgia
$779K -$70.5K -152 -8%
EF
773
Empowered Funds
Pennsylvania
$778K +$778K +1,679 New
WH
774
Willner & Heller
California
$772K +$772K +2,071 New
EN1L
775
Engine No 1 LLC
California
$771K +$157K +339 +26%
29 30
31
32 33