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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 %
MGIM
901
M&G Investment Management
United Kingdom
$321K +$13.9K +37,310 +5%
ACM
902
Advisors Capital Management
New Jersey
$317K -$373 -1 -0.1%
CC
903
Constitution Capital
Connecticut
$317K – – –
WPP
904
Whalerock Point Partners
Rhode Island
$315K – – –
CCA
905
Column Capital Advisors
Indiana
$313K -$7.83K -21 -2%
KPW
906
Kore Private Wealth
New York
$312K -$8.94K -24 -3%
AP
907
Arlington Partners
Alabama
$309K +$309K +829 New
ST
908
Spinnaker Trust
Maine
$308K – – –
BCAM
909
Boston Common Asset Management
Massachusetts
$302K +$745 +2 +0.2%
CCM
910
Canal Capital Management
Virginia
$301K – – –
MHC
911
Meyer Handelman Company
New York
$298K – – –
BMC
912
Beaton Management Company
Massachusetts
$298K – – –
KOC
913
Koss-Olinger Consulting
Florida
$298K +$298K +800 New
FAFN
914
First Affirmative Financial Network
Colorado
$298K +$298K +800 New
IA
915
IFP Advisors
Florida
$297K -$77.6K -206 -21%
IC
916
Inverness Counsel
New York
$296K – – –
GA
917
Geller Advisors
New York
$296K +$29.5K +79 +11%
CT
918
Clearstead Trust
Maine
$295K – – –
APWA
919
Atlas Private Wealth Advisors
New Jersey
$295K – – –
TTWM
920
TCV Trust & Wealth Management
Virginia
$295K +$295K +790 New
GDP
921
Great Diamond Partners
Maine
$293K -$2.61K -7 -0.9%
ECAM
922
East Coast Asset Management
Massachusetts
$293K – – –
CWM
923
Cedar Wealth Management
California
$293K – – –
BP
924
BBR Partners
New York
$290K – – –
CWM
925
Chesapeake Wealth Management
Virginia
$289K -$123K -329 -30%
35 36
37
38 39