ELV icon

Elevance Health
ELV

Overview Fund Activity

1,409 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 524 increasing their positions, 481 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+45
Holders Change %
+3.3%
% of All Funds
22.3%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.04%
New
148
Increased
524
Reduced
481
Closed
93
Calls
$433M
Puts
$466M
Net Calls
-$33.1M
Net Calls Change
+$100M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$914M
2
Bank of America
Bank of America
North Carolina
+$638M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$332M
4
Capital International Investors
Capital International Investors
California
+$311M
5
Ameriprise
Ameriprise
Minnesota
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$335M
3
Marshall Wace
Marshall Wace
United Kingdom
-$226M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$201M
5
Franklin Resources
Franklin Resources
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
751
Moloney Securities Asset Management
Missouri
$1M +$227K +461 +29%
BS
752
Bessemer Securities
New York
$1M – – –
CC
753
Chicago Capital
Illinois
$1M – – –
IP
754
Intellectus Partners
California
$998K -$90.9K -185 -8%
QCG
755
Quadrant Capital Group
Ohio
$993K +$80.5K +164 +9%
ADL
756
Asset Dedication LLC
California
$992K +$85.2K +174 +9%
WA
757
WestEnd Advisors
North Carolina
$982K -$927 -2 Closed
NSEDCP
758
NJ State Employees Deferred Compensation Plan
New Jersey
$982K – – –
THWM
759
Taylor Hoffman Wealth Management
Virginia
$981K – – –
WH
760
Willner & Heller
California
$963K +$2.32K +5 +0.2%
SIM
761
Sentry Investment Management
Wisconsin
$962K -$162K -329 -14%
SA
762
Strategic Advisors
New York
$961K +$982 +2 +0.1%
PGIM
763
Pacific Global Investment Management
California
$958K -$1.96K -4 -0.2%
CCM
764
Covington Capital Management
California
$954K – – –
KWMG
765
King Wealth Management Group
Florida
$954K – – –
FPA
766
First Pacific Advisors
California
$941K – – –
SMH
767
Sanders Morris Harris
Texas
$933K – – –
JWCA
768
J.W. Coons Advisors
Ohio
$931K +$393K +801 +73%
NB
769
Northwest Bancshares
Pennsylvania
$927K -$31.4K -64 -3%
FCI
770
Financial Counselors Inc
Kansas
$922K -$1.97K -4 -0.2%
FT
771
Fiduciary Trust
Massachusetts
$922K +$240K +488 +35%
RC
772
Roundview Capital
New Jersey
$912K +$25.5K +52 +3%
GC
773
Garde Capital
Washington
$909K – – –
CB
774
Community Bank
New York
$894K +$46.7K +95 +6%
ITIM
775
Indiana Trust & Investment Management
Indiana
$892K +$25.6K +52 +3%
29 30
31
32 33