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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 %
CRI
776
Colonial River Investments
Virginia
$890K +$982 +2 +0.1%
SEIA
777
Signature Estate & Investment Advisors
California
$890K +$47.6K +97 +6%
MCA
778
Morris Capital Advisors
Pennsylvania
$881K -$7.37K -15 -0.8%
CWAG
779
Compton Wealth Advisory Group
Virginia
$873K +$873K +1,777 New
LWAC
780
Laurel Wealth Advisors (California)
California
$870K -$10.3K -21 -1%
MCM
781
Monarch Capital Management
Indiana
$870K – – –
IAP
782
Indie Asset Partners
Indiana
$861K -$58.4K -119 -6%
WAS
783
WESPAC Advisors SoCal
California
$857K -$41.7K -85 -5%
DWM
784
Defined Wealth Management
Oregon
$857K – – –
WWM
785
Windsor Wealth Management
Indiana
$854K +$83.3K +160 +11%
FMC
786
First Merchants Corp
Indiana
$853K -$41.8K -85 -5%
RCAG
787
Rehmann Capital Advisory Group
Michigan
$843K -$491 -1 -0.1%
WB
788
WesBanco Bank
West Virginia
$843K -$347K -706 -29%
SHA
789
Seneca House Advisors
Virginia
$836K +$160K +325 +24%
MAM
790
McLean Asset Management
Virginia
$834K +$7.85K +16 +1%
TNB
791
Thomasville National Bank
Georgia
$819K -$6.39K -13 -0.8%
FAM
792
Fulcrum Asset Management
United Kingdom
$805K -$1.06M – –
HIA
793
Harbor Investment Advisory
Maryland
$798K -$10.3K -21 -1%
PWM
794
Perigon Wealth Management
California
$790K +$32K +65 +4%
GFP
795
Gryphon Financial Partners
Ohio
$785K +$12.3K +25 +2%
CFG
796
Citizens Financial Group
Rhode Island
$785K +$57K +116 +8%
SAI
797
Systematic Alpha Investments
New Jersey
$784K – – –
BP
798
Ballentine Partners
Massachusetts
$784K +$11.3K +23 +1%
PCA
799
Personal Capital Advisors
California
$783K -$63.4K -129 -7%
WA
800
Wealth Alliance
New York
$783K -$28K -57 -3%
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