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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 %
FAG
926
Financial Advisory Group
Texas
$441K – – –
BC
927
Bartlett & Co
Ohio
$441K – – –
BCWM
928
Bartlett & Co Wealth Management
Ohio
$441K – – –
MWM
929
Modera Wealth Management
New Jersey
$440K +$440K +949 New
GCM
930
G2 Capital Management
Ohio
$440K +$440K +950 New
WWM
931
Western Wealth Management
Colorado
$438K +$438K +949 New
SMG
932
Spectrum Management Group
Indiana
$437K – – –
PWM
933
PBMares Wealth Management
Virginia
$432K -$65.8K -142 -13%
HIC
934
Holderness Investments Company
North Carolina
$431K – – –
BTWM
935
Baker Tilly Wealth Management
Wisconsin
$431K +$159K +342 +58%
CCT
936
Country Club Trust
Missouri
$424K +$424K +908 New
KFA
937
Krane Funds Advisors
New York
$423K -$77.9K -168 -16%
GDP
938
Great Diamond Partners
Maine
$419K +$54.7K +118 +15%
HS
939
Horan Securities
United States
$418K +$418K +901 New
PCM
940
Prelude Capital Management
New York
$416K +$416K +898 New
BOPW
941
Brandywine Oak Private Wealth
Pennsylvania
$415K -$11.6K -25 -3%
EFG
942
Everhart Financial Group
Ohio
$415K +$415K +895 New
CIP
943
Convergence Investment Partners
Florida
$413K -$11.1K -24 -3%
AFS
944
Axiom Financial Strategies
Indiana
$412K +$95.1K +205 +30%
AP
945
Arlington Partners
Alabama
$411K +$26.9K +58 +7%
AssetMark Inc
946
AssetMark Inc
California
$411K +$124K +268 +43%
SB
947
Strategic Blueprint
Georgia
$408K -$20.9K -45 -5%
PFC
948
Poplar Forest Capital
California
$407K -$14.4K -31 -3%
RPWA
949
Regent Peak Wealth Advisors
Georgia
$406K -$3.24K -7 -0.8%
HG
950
Harbor Group
New Hampshire
$404K -$32K -69 -7%
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38
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