ELV icon

Elevance Health
ELV

Overview Fund Activity

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

Top Buyers

1
AS
Altshuler Shaham
Israel
+$381M
2
Invesco
Invesco
Georgia
+$250M
3
Ameriprise
Ameriprise
Minnesota
+$248M
4
UBS AM
UBS AM
Illinois
+$219M
5
Capital International Investors
Capital International Investors
California
+$215M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$886M
2
Boston Partners
Boston Partners
Massachusetts
-$541M
3
Bank of America
Bank of America
North Carolina
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
5
TPI
Tesco Pension Investment
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
801
Stock Yards Bank & Trust
Kentucky
$464K -$74.5K -200 -14%
FLAM
802
First Light Asset Management
Minnesota
$464K – – –
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$463K +$8.2K +22 +2%
PAMG
804
Patton Albertson Miller Group
Tennessee
$462K -$152K -408 -25%
APP
805
Alpha Paradigm Partners
Illinois
$461K -$16.8K -45 -4%
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$458K +$61.2K +164 +15%
VC
807
Vestor Capital
Illinois
$457K +$457K +1,225 New
TFIPS
808
Towarzystwo Funduszy Inwestycyjnych PZU SA
$456K -$28K -75 -6%
SQA
809
Simon Quick Advisors
New Jersey
$454K +$418K +1,121 +1,144%
IA
810
IFG Advisory
Georgia
$449K -$10.1K -27 -2%
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$447K -$88.7K -238 -17%
SIS
812
Sound Income Strategies
Florida
$444K – – –
Cerity Partners
813
Cerity Partners
New York
$441K -$39.5K -106 -8%
DHFB
814
Dixon Hubard Feinour & Brown
Virginia
$437K -$45.2K -121 -9%
WANY
815
Wealthspire Advisors (New York)
New York
$435K +$435K +1,166 New
PWPS
816
Pinnacle Wealth Planning Services
Ohio
$430K -$12.3K -33 -3%
BAM
817
Belpointe Asset Management
Nevada
$427K -$10.8K -29 -2%
LFAS
818
Level Four Advisory Services
Texas
$423K +$65.3K +175 +18%
MWM
819
Mission Wealth Management
California
$422K +$4.47K +12 +1%
PFS
820
Prospera Financial Services
Texas
$420K +$60.4K +162 +17%
EHC
821
Everett Harris & Co
California
$418K – – –
GIA
822
Gladstone Institutional Advisory
Florida
$418K +$19K +51 +5%
IFG
823
Investors Financial Group
Minnesota
$417K – – –
DWM
824
Doyle Wealth Management
Florida
$417K +$372 +1 +0.1%
BAM
825
Berkshire Asset Management
Pennsylvania
$417K +$52.2K +140 +14%
31 32
33
34 35