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Elevance Health
ELV

Overview Fund Activity

1,430 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 521 increasing their positions, 513 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
24.18%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.15%
New
136
Increased
521
Reduced
513
Closed
94
Calls
$572M
Puts
$566M
Net Calls
+$5.79M
Net Calls Change
+$38.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$639M
2
Morgan Stanley
Morgan Stanley
New York
+$473M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$377M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$501M
2
Artisan Partners
Artisan Partners
Wisconsin
-$394M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$359M
4
AWA
Aaron Wealth Advisors
Illinois
-$321M
5
OAG
Orbis Allan Gray
Bermuda
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
851
Teza Capital Management
Illinois
$707K +$707K +1,465 New
O
852
Ossiam
France
$706K -$5.51M -11,426 -89%
AWM
853
Apollon Wealth Management
South Carolina
$706K +$206K +426 +41%
IWC
854
Integrated Wealth Concepts
Massachusetts
$702K -$300K -621 -30%
CHC
855
City Holding Co
West Virginia
$702K – – –
VEA
856
Virtus ETF Advisers
New York
$696K +$696K +1,442 New
PL
857
Plancorp LLC
Missouri
$693K – – –
T
858
TOBAM
France
$693K +$124K +258 +22%
LA
859
Lifeworks Advisors
Michigan
$692K +$4.35K +9 +0.6%
APA
860
American Portfolios Advisors
New York
$692K -$44.4K -92 -6%
DAS
861
Dynamic Advisor Solutions
Arizona
$691K -$49.3K -102 -7%
WFC
862
Western Financial Corp
California
$690K +$690K +1,429 New
DIA
863
Dean Investment Associates
Ohio
$689K -$24.6K -51 -3%
GDP
864
Great Diamond Partners
Maine
$689K +$128K +266 +23%
BIM
865
Bridges Investment Management
Nebraska
$688K – – –
EWM
866
Evermay Wealth Management
Virginia
$688K – – –
MCC
867
Money Concepts Capital
Florida
$685K -$477K -981 -41%
SRC
868
Shufro Rose & Co
New York
$681K -$7.72K -16 -1%
PTC
869
Private Trust Company
Ohio
$678K +$678K +1,406 New
WAS
870
Wealth Advisory Solutions
Indiana
$677K +$107K +221 +19%
CWAG
871
Compton Wealth Advisory Group
Virginia
$676K -$181K -376 -21%
KFGK
872
Keystone Financial Group (Kentucky)
Kentucky
$675K +$207K +429 +44%
DCM
873
DGS Capital Management
New Jersey
$669K +$57.4K +119 +9%
DMBA
874
Deseret Mutual Benefit Administrators
Utah
$668K -$16.9K -35 -2%
CP
875
CenterBook Partners
Connecticut
$668K +$126K +261 +23%
33 34
35
36 37