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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 %
SCA
801
Snowden Capital Advisors
New York
$691K -$798K -1,723 -54%
PFGIA
802
Patriot Financial Group Insurance Agency
Massachusetts
$689K +$9.27K +20 +1%
FMLI
803
Fukoku Mutual Life Insurance
Japan
$686K +$23.2K +50 +3%
DWA
804
Douglass Winthrop Advisors
New York
$684K – – –
LOAME
805
Lombard Odier Asset Management (Europe)
United Kingdom
$684K +$684K +1,476 New
PHAM
806
Palisades Hudson Asset Management
Florida
$680K – – –
TC
807
Telemus Capital
Michigan
$680K +$11.6K +25 +2%
WWM
808
Windsor Wealth Management
Indiana
$678K +$6.41K +14 +1%
DAS
809
Dynamic Advisor Solutions
Arizona
$675K -$13.4K -29 -2%
LFM
810
LGT Fund Management
Liechtenstein
$672K +$672K +1,450 New
CWM
811
Calamos Wealth Management
Illinois
$671K -$26K -56 -4%
OA
812
Oxbow Advisors
Texas
$669K -$102K -220 -13%
MCC
813
Money Concepts Capital
Florida
$668K +$668K +1,440 New
EWM
814
Evermay Wealth Management
Virginia
$665K – – –
TCA
815
Transcend Capital Advisors
New Jersey
$663K -$21.3K -46 -3%
SXL
816
Summit X LLC
Missouri
$658K -$6.47K -14 -1%
CHC
817
City Holding Co
West Virginia
$657K -$15.8K -35 -2%
SRC
818
Shufro Rose & Co
New York
$655K – – –
AIL
819
AGF Investments LLC
Ontario, Canada
$655K +$400K +862 +156%
CFG
820
Citizens Financial Group
Rhode Island
$653K -$20.7K -47 -3%
KFGK
821
Keystone Financial Group (Kentucky)
Kentucky
$653K +$464 +1 +0.1%
PMA
822
Prudent Man Advisors
Illinois
$652K -$200K -432 -24%
PL
823
Plancorp LLC
Missouri
$651K -$17.6K -38 -3%
MC
824
Middleton & Co
Massachusetts
$649K – – –
FT
825
Fiduciary Trust
Massachusetts
$644K -$927 -2 -0.1%
31 32
33
34 35