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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 %
TC
926
Telemus Capital
Michigan
$538K -$167K -345 -24%
CBB
927
Citizens Business Bank
California
$535K – – –
BFA
928
Beaumont Financial Advisors
Massachusetts
$531K -$2.89K -6 -0.5%
Dodge & Cox
929
Dodge & Cox
California
$531K – – –
CIM
930
CIM Investment Management
Pennsylvania
$526K -$2.9K -6 -0.5%
WPC
931
Wedmont Private Capital
Pennsylvania
$526K +$69K +143 +15%
CAM
932
Campion Asset Management
Virginia
$524K – – –
HSA
933
HBK Sorce Advisory
Pennsylvania
$517K +$43K +89 +9%
BTI
934
Blue Trust Inc
Georgia
$516K +$516K +1,051 New
BFM
935
Boothbay Fund Management
New York
$515K +$515K +1,067 New
5L
936
55I LLC
Massachusetts
$513K +$513K +1,064 New
JWCA
937
J.W. Cole Advisors
Florida
$512K – – –
VCM
938
Virtue Capital Management
Tennessee
$512K +$10.6K +22 +2%
SW
939
Solidarity Wealth
Utah
$511K – – –
ACM
940
Advisors Capital Management
New Jersey
$509K -$8.68K -18 -2%
BWCS
941
Beirne Wealth Consulting Services
Connecticut
$507K – – –
VVP
942
Venture Visionary Partners
Ohio
$506K – – –
PAMG
943
Patton Albertson Miller Group
Tennessee
$506K -$45.9K -95 -8%
OFS
944
OneAscent Financial Services
Alabama
$506K +$133K +275 +36%
AT
945
American Trust
Kentucky
$505K +$28.9K +60 +6%
JGGDR
946
JGP Global Gestao de Recursos
Brazil
$502K -$3.38K -7 -0.7%
BHBT
947
Burke & Herbert Bank & Trust
Virginia
$502K – – –
WAM
948
Weinberger Asset Management
California
$501K +$501K +1,038 New
W
949
WealthOne
New York
$500K +$2.41K +5 +0.5%
SWA
950
Stratos Wealth Advisors
Ohio
$493K +$23.2K +48 +5%
36 37
38
39 40