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Elevance Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
HWMG
926
Hurlow Wealth Management Group
Indiana
$289K
RWM
927
Ritholtz Wealth Management
New York
$289K +$8.19K +22 +3%
PP
928
PDS Planning
Ohio
$289K +$25K +67 +9%
FIM
929
Freedom Investment Management
Connecticut
$286K -$184K -492 -39%
RWP
930
Ridgecrest Wealth Partners
California
$285K
CM
931
Capital Management
Virginia
$284K +$4.11K +11 +1%
VNA
932
Valley National Advisers
Pennsylvania
$284K +$191K +512 +204%
T
933
TOBAM
France
$282K
LJAC
934
L.J. Altfest & Co
New York
$281K
KP
935
Keel Point
Alabama
$281K +$5.97K +16 +2%
BG
936
Bahl & Gaynor
Ohio
$275K
FPCP
937
Fort Point Capital Partners
California
$275K +$11.2K +30 +4%
FNT
938
First National Trust
Pennsylvania
$273K +$4.11K +11 +2%
CWP
939
Concord Wealth Partners
Virginia
$271K -$28.4K -76 -9%
WPW
940
Waldron Private Wealth
Pennsylvania
$270K
WC
941
Woodstock Corp
Massachusetts
$268K
EI
942
Ellevest Inc
New York
$268K +$30.6K +82 +13%
GWCM
943
Godshalk Welsh Capital Management
Pennsylvania
$267K
JF
944
Jump Financial
Illinois
$267K +$267K +717 New
HHGA
945
Halbert Hargrove Global Advisors
California
$265K -$5.6K -15 -2%
FBB
946
Fulton Breakefield Broenniman
Maryland
$265K
SFG
947
SevenBridge Financial Group
Pennsylvania
$265K
AWM
948
Adams Wealth Management
Utah
$263K
RWM
949
Reston Wealth Management
Virginia
$261K +$3.73K +10 +1%
JC
950
JB Capital
Connecticut
$261K +$261K +700 New