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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 %
IA
876
IFG Advisory
Georgia
$582K +$14.2K +29 +3%
WAS
877
Wealth Advisory Solutions
Indiana
$580K +$580K +1,181 New
T
878
TOBAM
France
$579K +$207K +422 +56%
HA
879
HFG Advisors
Ohio
$575K -$96.7K -197 -14%
CPA
880
Cardiff Park Advisors
California
$574K +$19.7K +40 +4%
FIM
881
Freedom Investment Management
Connecticut
$571K -$61.9K -126 -10%
GDP
882
Great Diamond Partners
Maine
$570K +$127K +258 +29%
PNC
883
Park National Corp
Ohio
$566K -$53K -108 -9%
TF
884
Trek Financial
Arizona
$564K +$44.7K +91 +9%
LFAS
885
Level Four Advisory Services
Texas
$563K +$55K +112 +11%
PAMG
886
Patton Albertson Miller Group
Tennessee
$561K -$46.6K -95 -8%
DS
887
DRW Securities
Illinois
$558K +$282K +573 +102%
SW
888
Solidarity Wealth
Utah
$554K +$554K +1,071 New
CP
889
CenterBook Partners
Connecticut
$552K +$337K +685 +156%
DWM
890
Doyle Wealth Management
Florida
$551K +$982 +2 +0.2%
EHC
891
Everett Harris & Co
California
$550K – – –
GIA
892
Gladstone Institutional Advisory
Florida
$548K -$24.6K -50 -4%
BFC
893
Bedel Financial Consulting
Indiana
$545K -$3.44K -7 -0.6%
CBB
894
Citizens Business Bank
California
$544K – – –
MWM
895
Mission Wealth Management
California
$544K +$491 +1 +0.1%
BFA
896
Beaumont Financial Advisors
Massachusetts
$544K +$7.86K +16 +1%
Walleye Trading
897
Walleye Trading
New York
$541K +$541K +1,101 New
Dodge & Cox
898
Dodge & Cox
California
$540K – – –
NL
899
NVWM LLC
Pennsylvania
$540K +$516K +1,050 +2,143%
CIM
900
CIM Investment Management
Pennsylvania
$538K -$491 -1 -0.1%
34 35
36
37 38