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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 %
WA
776
Wealth Alliance
New York
$765K +$13.9K +30 +2%
HIA
777
Harbor Investment Advisory
Maryland
$763K +$57.5K +124 +8%
MAM
778
McLean Asset Management
Virginia
$760K -$6.32K -14 -0.8%
LA
779
Latitude Advisors
Florida
$754K – – –
DIA
780
Dean Investment Associates
Ohio
$748K -$18.5K -40 -2%
BMCM
781
Burns Matteson Capital Management
New York
$744K +$744K +1,605 New
DSC
782
Duncker Streett & Co
Missouri
$740K -$2.81M -6,070 -79%
SAI
783
Systematic Alpha Investments
New Jersey
$740K – – –
AAS
784
Ameritas Advisory Services
Nebraska
$734K +$734K +1,583 New
MSAM
785
Moloney Securities Asset Management
Missouri
$733K – – –
CL
786
CSS LLC
Illinois
$731K – – –
GFP
787
Gryphon Financial Partners
Ohio
$729K -$93.6K -202 -11%
BP
788
Ballentine Partners
Massachusetts
$729K -$16.7K -36 -2%
HIM
789
Hillsdale Investment Management
Ontario, Canada
$723K – – –
AIA
790
Affinity Investment Advisors
California
$720K +$61.6K +133 +9%
PWM
791
Perigon Wealth Management
California
$715K +$33.4K +72 +5%
AWA
792
Aaron Wealth Advisors
Illinois
$707K +$38K +82 +6%
MCCP
793
Mission Creek Capital Partners
California
$700K +$464 +1 +0.1%
IWC
794
Integrated Wealth Concepts
Massachusetts
$700K +$250K +540 +56%
SIC
795
Salem Investment Counselors
North Carolina
$698K +$228K +492 +49%
BIM
796
Bridges Investment Management
Nebraska
$696K – – –
BC
797
Brookfield Corp
Ontario, Canada
$696K +$696K +1,501 New
SKK
798
Shepherd Kaplan Krochuk
Massachusetts
$695K – – –
SCM
799
Southport Capital Management
Tennessee
$695K – – –
PCS
800
Personal CFO Solutions
New Jersey
$694K +$694K +1,497 New
30 31
32
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