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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
876
Brasada Capital Management
Texas
$769K +$769K +1,500 New
WB
877
WesBanco Bank
West Virginia
$768K – – –
RA
878
RFG Advisory
Alabama
$761K -$137K -287 -15%
AG
879
Ascent Group
Virginia
$758K -$12.8K -25 -2%
EWM
880
Evermay Wealth Management
Virginia
$754K +$7.18K +14 +1%
JWCA
881
J.W. Coons Advisors
Ohio
$753K -$102K -199 -12%
SIC
882
Salem Investment Counselors
North Carolina
$753K -$80.5K -157 -10%
PTC
883
Private Trust Company
Ohio
$750K -$22.1K -43 -3%
AWA
884
Aaron Wealth Advisors
Illinois
$743K -$21K -41 -3%
PL
885
Plancorp LLC
Missouri
$742K +$1.54K +3 +0.2%
CLOS
886
Compagnie Lombard Odier SCmA
Switzerland
$738K +$122K +237 +20%
MCCP
887
Mission Creek Capital Partners
California
$734K -$33.3K -65 -4%
JF
888
Jump Financial
Illinois
$731K -$3.71M -7,229 -84%
BIM
889
Bridges Investment Management
Nebraska
$731K – – –
FIM
890
Freedom Investment Management
Connecticut
$724K +$6.67K +13 +0.9%
BCM
891
Brookstone Capital Management
Illinois
$723K -$66.6K -140 -8%
KFGK
892
Keystone Financial Group (Kentucky)
Kentucky
$719K +$513 +1 +0.1%
QC
893
Quent Capital
New York
$719K +$20.5K +40 +3%
SRC
894
Shufro Rose & Co
New York
$718K -$6.16K -12 -0.8%
TFA
895
Toth Financial Advisory
Virginia
$717K +$674K +1,315 +1,565%
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$709K +$49.2K +96 +7%
DIA
897
Dean Investment Associates
Ohio
$704K -$8.72K -17 -1%
WPC
898
Wedmont Private Capital
Pennsylvania
$702K +$73.7K +155 +12%
WWM
899
Windsor Wealth Management
Indiana
$702K – – –
PHAM
900
Palisades Hudson Asset Management
Florida
$700K – – –
34 35
36
37 38