ELV icon

Elevance Health
ELV

Overview Fund Activity

1,208 hedge funds and large institutions have $80B invested in Elevance Health in 2021 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 454 increasing their positions, 418 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,208
Holders Change
-19
Holders Change %
-1.55%
% of All Funds
21.22%
Holding in Top 10
32
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.57%
% of All Funds
0.56%
New
86
Increased
454
Reduced
418
Closed
91
Calls
$621M
Puts
$577M
Net Calls
+$44.3M
Net Calls Change
+$17M

Top Buyers

1
AS
Altshuler Shaham
Israel
+$381M
2
Invesco
Invesco
Georgia
+$250M
3
Ameriprise
Ameriprise
Minnesota
+$248M
4
UBS AM
UBS AM
Illinois
+$219M
5
Capital International Investors
Capital International Investors
California
+$215M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$886M
2
Boston Partners
Boston Partners
Massachusetts
-$541M
3
Bank of America
Bank of America
North Carolina
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
5
TPI
Tesco Pension Investment
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
876
Bartlett & Co
Ohio
$355K -$20.9K -56 -6%
FAG
877
Financial Advisory Group
Texas
$355K – – –
HPC
878
HM Payson & Co
Maine
$355K +$5.22K +14 +1%
BCWM
879
Bartlett & Co Wealth Management
Ohio
$355K -$20.9K -56 -6%
PFA
880
Pettinga Financial Advisors
Indiana
$353K +$2.98K +8 +0.9%
FNBOSM
881
First National Bank of South Miami
Florida
$352K +$28.7K +77 +9%
WA
882
Waverly Advisors
Alabama
$352K +$65.1K +151 +23%
SMG
883
Spectrum Management Group
Indiana
$351K – – –
HG
884
Harbor Group
New Hampshire
$351K – – –
ETC
885
Exchange Traded Concepts
Oklahoma
$351K +$93.5K +251 +36%
TSS
886
Two Sigma Securities
New York
$349K +$349K +936 New
HIC
887
Holderness Investments Company
North Carolina
$347K – – –
SB
888
Strategic Blueprint
Georgia
$345K +$196K +526 +132%
AG
889
AIA Group
Hong Kong
$344K +$344K +923 New
BOPW
890
Brandywine Oak Private Wealth
Pennsylvania
$343K -$372 -1 -0.1%
AOWM
891
Alpha Omega Wealth Management
Virginia
$342K +$3.73K +10 +1%
CIP
892
Convergence Investment Partners
Florida
$341K +$20.9K +56 +7%
PFC
893
Poplar Forest Capital
California
$339K -$313K -839 -48%
IAN
894
Integrated Advisors Network
Texas
$334K +$334K +896 New
EFM
895
E Fund Management
China
$332K +$332K +891 New
CCM
896
Coldstream Capital Management
Washington
$330K -$62.1K -231 -16%
RPWA
897
Regent Peak Wealth Advisors
Georgia
$329K +$5.22K +14 +2%
B
898
Barings
North Carolina
$328K -$165K -441 -33%
OQS
899
Occudo Quantitative Strategies
Florida
$325K +$325K +872 New
APP
900
Avantax Planning Partners
Iowa
$321K – – –
34 35
36
37 38