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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 %
BL
826
Balentine LLC
Georgia
$642K +$152K +327 +31%
SHA
827
Seneca House Advisors
Virginia
$638K -$31.5K -68 -5%
CIAS
828
Capital Investment Advisory Services
North Carolina
$638K -$26K -56 -4%
SFM
829
Signet Financial Management
New Jersey
$637K +$6.02K +13 +1%
HA
830
HFG Advisors
Ohio
$635K +$635K +1,369 New
OIA
831
OneDigital Investment Advisors
Kansas
$632K -$49.1K -106 -7%
BFS
832
Bradley Foster & Sargent
Connecticut
$630K -$7.41K -16 -1%
LAM
833
Lingohr Asset Management
Germany
$626K -$14K -30 -2%
VCM
834
Virtue Capital Management
Tennessee
$623K +$119K +257 +24%
CFGS
835
Concourse Financial Group Securities
Alabama
$619K -$87.6K -189 -12%
DA
836
DCM Advisors
New York
$616K +$616K +1,329 New
CCM
837
Compton Capital Management
Rhode Island
$614K -$11.6K -25 -2%
PWPS
838
Pinnacle Wealth Planning Services
Ohio
$614K +$78.4K +169 +15%
BSW
839
Buckingham Strategic Wealth
Missouri
$607K +$93.7K +202 +18%
FC
840
FORA Capital
Florida
$603K +$603K +1,301 New
SFS
841
Stiles Financial Services
Minnesota
$599K +$599K +1,293 New
FIM
842
Freedom Investment Management
Connecticut
$598K +$243K +523 +68%
ST
843
Sentinel Trust
Texas
$598K +$598K +1,289 New
FTC
844
Farmers Trust Company
Ohio
$592K -$6.49K -14 -1%
MYLI
845
Meiji Yasuda Life Insurance
Japan
$590K -$118K -255 -17%
SWA
846
Sutton Wealth Advisors
Florida
$589K – – –
CWM
847
Circle Wealth Management
New Jersey
$588K – – –
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$587K +$11.1K +24 +2%
AWM
849
Altium Wealth Management
New York
$586K +$96.9K +209 +20%
PNC
850
Park National Corp
Ohio
$585K -$27.8K -60 -5%
32 33
34
35 36