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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 %
ALAM
851
Asahi Life Asset Management
Japan
$640K +$640K +1,303 New
IA
852
IFP Advisors
Florida
$637K +$370K +1,581 +138%
VAM
853
Verity Asset Management
North Carolina
$632K +$34.7K +70 +6%
AOWM
854
Alpha Omega Wealth Management
Virginia
$629K -$12.3K -25 -2%
SWA
855
Sutton Wealth Advisors
Florida
$628K +$3.93K +8 +0.6%
CWM
856
Circle Wealth Management
New Jersey
$626K +$3.44K +7 +0.6%
DCM
857
DGS Capital Management
New Jersey
$623K +$60.9K +124 +11%
WMA
858
Wealth Management Associates
New Jersey
$619K +$19.2K +39 +3%
AI
859
Accredited Investors
Minnesota
$618K +$983 +2 +0.2%
BAM
860
Belpointe Asset Management
Nevada
$613K +$50.6K +103 +9%
SIS
861
Sound Income Strategies
Florida
$612K +$982 +2 +0.2%
FLAM
862
First Light Asset Management
Minnesota
$611K – – –
SFS
863
Stiles Financial Services
Minnesota
$605K -$30.5K -62 -5%
VC
864
Vestor Capital
Illinois
$602K – – –
AWM
865
Altium Wealth Management
New York
$599K -$21.6K -44 -3%
FWTB
866
First Western Trust Bank
Colorado
$599K +$599K +1,191 New
QC
867
Quent Capital
New York
$597K -$473K -963 -44%
FNBOSM
868
First National Bank of South Miami
Florida
$595K +$100K +204 +20%
WP
869
WealthShield Partners
North Carolina
$594K +$594K +1,209 New
DCM
870
Deuterium Capital Management
Florida
$594K +$594K +1,210 New
PCM
871
Penserra Capital Management
California
$591K +$22.6K +46 +4%
FTC
872
Farmers Trust Company
Ohio
$589K -$38.8K -79 -6%
CLOS
873
Compagnie Lombard Odier SCmA
Switzerland
$589K – – –
CHP
874
Cable Hill Partners
Oregon
$584K +$63.4K +129 +12%
SVWAG
875
Sound View Wealth Advisors Group
Georgia
$582K -$40.8K -83 -7%
33 34
35
36 37