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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 %
CAM
901
Campion Asset Management
Virginia
$533K -$4.91K -10 -0.9%
RA
902
RFG Advisory
Alabama
$531K -$43.7K -89 -8%
GA
903
GraniteShares Advisors
New York
$531K -$1.97K -4 -0.4%
EFG
904
Everhart Financial Group
Ohio
$527K +$87.4K +178 +20%
SIA
905
Schechter Investment Advisors
Michigan
$527K +$118K +240 +29%
ACM
906
Advisors Capital Management
New Jersey
$527K +$134K +272 +34%
EI
907
Ellevest Inc
New York
$524K +$101K +205 +24%
JWCA
908
J.W. Cole Advisors
Florida
$522K -$1.48K -3 -0.3%
WW
909
Waterfront Wealth
Kansas
$517K +$517K +994 New
BWCS
910
Beirne Wealth Consulting Services
Connecticut
$516K – – –
VVP
911
Venture Visionary Partners
Ohio
$515K +$6.39K +13 +1%
JGGDR
912
JGP Global Gestao de Recursos
Brazil
$514K +$22.6K +46 +5%
PWMG
913
Prestige Wealth Management Group
New Jersey
$514K +$478K +973 +1,333%
GWM
914
GSB Wealth Management
Connecticut
$513K +$491 +1 +0.1%
VCM
915
Virtue Capital Management
Tennessee
$511K -$149K -303 -23%
BHBT
916
Burke & Herbert Bank & Trust
Virginia
$511K – – –
AWM
917
Apollon Wealth Management
South Carolina
$509K +$122K +249 +32%
W
918
WealthOne
New York
$507K +$984 +2 +0.2%
CWM
919
Congress Wealth Management
Massachusetts
$507K +$21.6K +44 +4%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$502K +$30K +61 +6%
AWP
921
Ascent Wealth Partners
New York
$500K -$12.8K -26 -2%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$498K +$26.5K +54 +6%
HCM
923
Hengehold Capital Management
Ohio
$497K +$15.2K +31 +3%
UCB
924
United Community Bank
South Carolina
$496K +$2.46K +5 +0.5%
OWM
925
OneAscent Wealth Management
Alabama
$492K -$40.8K -83 -8%
35 36
37
38 39