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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
926
Choreo LLC
Illinois
$635K +$635K +1,332 New
AI
927
Accredited Investors
Minnesota
$632K -$1.54K -3 -0.2%
BFC
928
Bedel Financial Consulting
Indiana
$629K – – –
EI
929
Ellevest Inc
New York
$626K +$29.2K +57 +5%
KWM
930
KFG Wealth Management
Indiana
$623K +$623K +1,214 New
TC
931
Truvestments Capital
Florida
$620K -$1.48M -2,892 -71%
PCM
932
Prelude Capital Management
New York
$617K +$617K +1,203 New
CI
933
CX Institutional
Indiana
$616K +$124K +242 +25%
FWTB
934
First Western Trust Bank
Colorado
$616K +$31.3K +61 +5%
SFS
935
Stiles Financial Services
Minnesota
$613K -$8.72K -17 -1%
HT
936
Headlands Technologies
Illinois
$610K +$610K +1,190 New
PFA
937
Pathway Financial Advisers
Indiana
$608K +$608K +1,184 New
FB
938
Fulton Bank
Pennsylvania
$607K +$30.3K +59 +5%
ALAM
939
Asahi Life Asset Management
Japan
$603K – – –
BMCM
940
Burns Matteson Capital Management
New York
$602K +$602K +1,173 New
PI
941
PFS Investments
Georgia
$600K +$34.9K +68 +6%
AOWM
942
Alpha Omega Wealth Management
Virginia
$599K – – –
CWAG
943
Compton Wealth Advisory Group
Virginia
$593K +$22.6K +44 +4%
CPA
944
Cardiff Park Advisors
California
$579K – – –
FTC
945
Farmers Trust Company
Ohio
$578K -$31.8K -62 -5%
SWA
946
Sutton Wealth Advisors
Florida
$576K +$7.18K +14 +1%
UCB
947
United Community Bank
South Carolina
$572K +$2.57K +5 +0.5%
HA
948
Herold Advisors
New York
$572K +$66.7K +130 +13%
SVWAG
949
Sound View Wealth Advisors Group
Georgia
$568K +$35.4K +75 +7%
TIMH
950
Tilt Investment Management Holdings
New York
$566K +$566K +1,103 New
36 37
38
39 40