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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 %
EWA
801
EP Wealth Advisors
California
$783K +$783K +1,593 New
AI
802
AXS Investments
New York
$779K -$223K -454 -22%
IC
803
Intersect Capital
California
$769K +$431K +877 +127%
SCM
804
Shelton Capital Management
Colorado
$764K -$2.21M -4,500 -74%
MA
805
Mutual Advisors
Nebraska
$759K -$141K -287 -16%
WPW
806
Warther Private Wealth
Ohio
$759K +$759K +1,520 New
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$757K +$26.5K +54 +4%
BFS
808
Bradley Foster & Sargent
Connecticut
$754K +$85.5K +174 +13%
DAS
809
Dynamic Advisor Solutions
Arizona
$753K +$37.3K +76 +5%
APA
810
American Portfolios Advisors
New York
$749K +$135K +275 +22%
AIA
811
Affinity Investment Advisors
California
$744K -$19.2K -39 -3%
Qube Research & Technologies (QRT)
812
Qube Research & Technologies (QRT)
United Kingdom
$741K -$854K -1,738 -54%
MCCP
813
Mission Creek Capital Partners
California
$739K -$2.46K -5 -0.3%
SKK
814
Shepherd Kaplan Krochuk
Massachusetts
$737K – – –
SCM
815
Southport Capital Management
Tennessee
$737K – – –
PCS
816
Personal CFO Solutions
New Jersey
$735K -$491 -1 -0.1%
BFPW
817
BOK Financial Private Wealth
Colorado
$735K +$134K +273 +22%
SIC
818
Salem Investment Counselors
North Carolina
$734K -$5.9K -12 -0.8%
OA
819
Oxbow Advisors
Texas
$730K +$21.1K +43 +3%
FNBOH
820
First National Bank of Hutchinson
Kansas
$728K +$188K +382 +35%
DIA
821
Dean Investment Associates
Ohio
$727K -$65.9K -134 -8%
CFGS
822
Concourse Financial Group Securities
Alabama
$723K +$67.2K +137 +10%
PHAM
823
Palisades Hudson Asset Management
Florida
$721K +$491 +1 +0.1%
HIM
824
Hillsdale Investment Management
Ontario, Canada
$717K -$49.1K -100 -6%
TC
825
Telemus Capital
Michigan
$717K -$3.93K -8 -0.5%
31 32
33
34 35