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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 %
CIAS
876
Capital Investment Advisory Services
North Carolina
$664K – – –
PHAM
877
Palisades Hudson Asset Management
Florida
$659K -$50.2K -104 -7%
DWA
878
Douglass Winthrop Advisors
New York
$657K – – –
LWAC
879
Laurel Wealth Advisors (California)
California
$656K -$199K -412 -23%
SXL
880
Summit X LLC
Missouri
$655K -$50.6K -105 -7%
HWMG
881
Hurlow Wealth Management Group
Indiana
$655K +$281K +582 +75%
RA
882
RFG Advisory
Alabama
$653K +$139K +292 +27%
TCA
883
Transcend Capital Advisors
New Jersey
$643K -$1.45K -3 -0.2%
MFG
884
Merit Financial Group
Georgia
$642K +$392K +813 +157%
SAM
885
Synergy Asset Management
Washington
$641K +$641K +1,327 New
IA
886
IFP Advisors
Florida
$637K – – –
WMA
887
Wealth Management Associates
New Jersey
$630K +$21.7K +45 +4%
SFM
888
Signet Financial Management
New Jersey
$629K -$11.6K -24 -2%
CHP
889
Cable Hill Partners
Oregon
$629K +$55.5K +115 +10%
AI
890
AXS Investments
New York
$624K -$140K -291 -18%
PWPS
891
Pinnacle Wealth Planning Services
Ohio
$621K -$17.4K -36 -3%
SWA
892
Sutton Wealth Advisors
Florida
$619K +$1.45K +3 +0.2%
PWMAG
893
Pinnacle Wealth Management Advisory Group
New Jersey
$618K +$125K +258 +25%
EVM
894
Evelyn V. Moreno
$603K +$603K +1,249 New
OIA
895
OneDigital Investment Advisors
Kansas
$601K -$53.1K -110 -8%
FLAM
896
First Light Asset Management
Minnesota
$600K – – –
CG
897
CFO4Life Group
Texas
$596K +$596K +1,240 New
AI
898
Accredited Investors
Minnesota
$595K -$12.6K -26 -2%
QC
899
Quent Capital
New York
$592K +$5.79K +12 +1%
BFC
900
Bedel Financial Consulting
Indiana
$592K +$56.9K +118 +11%
34 35
36
37 38