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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 %
AOWM
851
Alpha Omega Wealth Management
Virginia
$584K +$174K +389 +42%
AI
852
Accredited Investors
Minnesota
$582K +$1.39K +3 +0.2%
APA
853
American Portfolios Advisors
New York
$579K -$9.74K -21 -2%
FLAM
854
First Light Asset Management
Minnesota
$577K – – –
SIS
855
Sound Income Strategies
Florida
$577K +$24.1K +52 +4%
PAMG
856
Patton Albertson Miller Group
Tennessee
$574K – – –
VC
857
Vestor Capital
Illinois
$568K – – –
BFPW
858
BOK Financial Private Wealth
Colorado
$567K +$60.7K +131 +12%
WMA
859
Wealth Management Associates
New Jersey
$566K +$77.9K +168 +16%
VAM
860
Verity Asset Management
North Carolina
$559K +$241K +520 +76%
CLOS
861
Compagnie Lombard Odier SCmA
Switzerland
$556K – – –
RA
862
RFG Advisory
Alabama
$542K +$28.3K +61 +6%
GIA
863
Gladstone Institutional Advisory
Florida
$540K +$19.9K +43 +4%
IA
864
IFG Advisory
Georgia
$536K -$22.7K -49 -4%
PCM
865
Penserra Capital Management
California
$536K +$90.6K +196 +20%
BAM
866
Belpointe Asset Management
Nevada
$531K – – –
DCM
867
DGS Capital Management
New Jersey
$530K +$530K +1,144 New
IA
868
IFP Advisors
Florida
$525K +$163K +355 +45%
CPA
869
Cardiff Park Advisors
California
$523K +$523K +1,128 New
RWM
870
Ritholtz Wealth Management
New York
$520K +$160K +346 +45%
SAM
871
Simplify Asset Management
Nevada
$520K +$520K +1,122 New
EHC
872
Everett Harris & Co
California
$519K – – –
DWM
873
Doyle Wealth Management
Florida
$519K – – –
IFG
874
Investors Financial Group
Minnesota
$518K – – –
BFC
875
Bedel Financial Consulting
Indiana
$517K +$3.24K +7 +0.6%
33 34
35
36 37