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Elevance Health
ELV

Overview Fund Activity

1,364 hedge funds and large institutions have $98.3B invested in Elevance Health in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 427 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+156
Holders Change %
+12.91%
% of All Funds
21.07%
Holding in Top 10
51
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+59.38%
% of All Funds
0.79%
New
238
Increased
427
Reduced
447
Closed
58
Calls
$586M
Puts
$719M
Net Calls
-$133M
Net Calls Change
-$178M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$481M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$272M
3
DZ Bank
DZ Bank
Germany
+$254M
4
TPI
Tesco Pension Investment
United Kingdom
+$221M
5
Capital International Investors
Capital International Investors
California
+$203M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$470M
2
VVP
Vulcan Value Partners
Alabama
-$436M
3
UBS AM
UBS AM
Illinois
-$280M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
901
Venture Visionary Partners
Ohio
$479K – – –
BHWM
902
Bar Harbor Wealth Management
New Hampshire
$478K – – –
W
903
WealthOne
New York
$477K +$1.39K +3 +0.3%
KA
904
Kovack Advisors
Florida
$477K +$21.3K +46 +5%
SOW
905
State of Wyoming
Wyoming
$468K -$18.5K -40 -4%
MPM
906
MBB Public Markets
Illinois
$468K +$468K +1,010 New
FNBOSM
907
First National Bank of South Miami
Florida
$467K +$29.2K +63 +7%
CSI
908
Cross Staff Investments
New York
$466K +$466K +1,006 New
UCB
909
United Community Bank
South Carolina
$466K +$466K +1,005 New
JGGDR
910
JGP Global Gestao de Recursos
Brazil
$464K -$927 -2 -0.2%
SC
911
Shay Capital
New York
$464K +$464K +1,000 New
TFS
912
TrustCore Financial Services
Tennessee
$462K +$3.24K +7 +0.7%
PFA
913
Pure Financial Advisors
California
$459K – – –
BAM
914
Berkshire Asset Management
Pennsylvania
$458K -$59.7K -129 -12%
CWM
915
Congress Wealth Management
Massachusetts
$458K +$458K +988 New
FFBTD
916
First Financial Bank - Trust Division
Ohio
$457K +$1.85K +4 +0.4%
HCM
917
Hengehold Capital Management
Ohio
$455K -$4.17K -9 -0.9%
FFA
918
Founders Financial Alliance
North Carolina
$454K -$4.17K -9 -0.9%
TIA
919
Tandem Investment Advisors
South Carolina
$454K +$463 +1 +0.1%
CSWM
920
Cassady Schiller Wealth Management
Ohio
$452K +$452K +975 New
WAP
921
Wealthcare Advisory Partners
Pennsylvania
$446K -$123K -266 -22%
PWMAG
922
Pinnacle Wealth Management Advisory Group
New Jersey
$445K – – –
NP
923
NorthRock Partners
Minnesota
$444K +$181K +391 +69%
PFA
924
Pettinga Financial Advisors
Indiana
$443K +$3.25K +7 +0.7%
HPC
925
HM Payson & Co
Maine
$442K – – –
35 36
37
38 39