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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 %
SFS
901
Stiles Financial Services
Minnesota
$588K -$5.79K -12 -1%
EI
902
Ellevest Inc
New York
$586K +$71.9K +149 +14%
GFP
903
Gryphon Financial Partners
Ohio
$582K -$190K -393 -25%
JC
904
JB Capital
Connecticut
$582K +$243K +504 +72%
CA
905
Continuum Advisory
Idaho
$581K +$229K +474 +65%
SMF
906
Sterling Manor Financial
New York
$581K +$581K +1,204 New
MC
907
Middleton & Co
Massachusetts
$579K -$64.7K -134 -10%
CLOS
908
Compagnie Lombard Odier SCmA
Switzerland
$579K – – –
FNBOSM
909
First National Bank of South Miami
Florida
$575K -$9.17K -19 -2%
EFG
910
Everhart Financial Group
Ohio
$575K +$57K +118 +11%
FTC
911
Farmers Trust Company
Ohio
$573K -$5.31K -11 -0.9%
FIM
912
Freedom Investment Management
Connecticut
$570K +$8.68K +18 +2%
AOWM
913
Alpha Omega Wealth Management
Virginia
$567K -$51.2K -106 -8%
SIA
914
Schechter Investment Advisors
Michigan
$567K +$49.7K +103 +10%
HA
915
HFG Advisors
Ohio
$566K +$483 +1 +0.1%
ALAM
916
Asahi Life Asset Management
Japan
$565K -$64.2K -133 -10%
FWTB
917
First Western Trust Bank
Colorado
$565K -$13.6K -28 -2%
SVWAG
918
Sound View Wealth Advisors Group
Georgia
$562K -$9.17K -19 -2%
CPA
919
Cardiff Park Advisors
California
$560K -$3.86K -8 -0.7%
PNC
920
Park National Corp
Ohio
$555K -$1.45K -3 -0.3%
LFAS
921
Level Four Advisory Services
Texas
$554K +$964 +2 +0.2%
EHC
922
Everett Harris & Co
California
$554K +$13K +27 +2%
SLG
923
Stanley-Laman Group
Pennsylvania
$546K -$110K -229 -17%
PCM
924
Penserra Capital Management
California
$544K -$36.6K -76 -6%
DWM
925
Doyle Wealth Management
Florida
$541K -$483 -1 -0.1%
35 36
37
38 39