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Elevance Health
ELV

Overview Fund Activity

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

Top Buyers

1
AS
Altshuler Shaham
Israel
+$381M
2
Invesco
Invesco
Georgia
+$250M
3
Ameriprise
Ameriprise
Minnesota
+$248M
4
UBS AM
UBS AM
Illinois
+$219M
5
Capital International Investors
Capital International Investors
California
+$215M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$886M
2
Boston Partners
Boston Partners
Massachusetts
-$541M
3
Bank of America
Bank of America
North Carolina
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
5
TPI
Tesco Pension Investment
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
951
Exencial Wealth Advisors
Oklahoma
$260K -$132K -353 -34%
SC
952
Sierra Capital
Florida
$259K -$98.8K -265 -28%
SFG
953
Summit Financial Group
West Virginia
$258K – – –
Kayne Anderson Rudnick Investment Management
954
Kayne Anderson Rudnick Investment Management
California
$258K – – –
AWAP
955
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$258K +$4.1K +11 +2%
VAM
956
Verity Asset Management
North Carolina
$256K -$168K -451 -40%
CCA
957
Childress Capital Advisors
Texas
$256K +$9.67K +26 +4%
AFS
958
Axiom Financial Strategies
Indiana
$255K – – –
SLG
959
Stanley-Laman Group
Pennsylvania
$254K – – –
RI
960
Ridgewood Investments
New Jersey
$253K -$745 -2 -0.3%
TFF
961
The Family Firm
Maryland
$252K +$847 +2 +0.3%
FHA
962
First Horizon Advisors
Tennessee
$252K +$26.3K +71 +12%
EBA
963
Eagle Bay Advisors
New York
$252K +$73.5K +198 +41%
GLA
964
Good Life Advisors
Pennsylvania
$251K -$61.9K -166 -20%
FCCM
965
First City Capital Management
Georgia
$251K – – –
GT
966
Glenview Trust
Kentucky
$249K -$14.5K -39 -6%
CPA
967
Court Place Advisors
Maryland
$249K – – –
WP
968
WealthSource Partners
California
$249K +$746 +2 +0.3%
DI
969
Diligent Investors
California
$246K – – –
DIP
970
DT Investment Partners
Pennsylvania
$245K +$245K +656 New
MWM
971
Midwest Wealth Management
Indiana
$242K -$16.4K -44 -6%
MWM
972
Meridian Wealth Management
Kentucky
$242K +$2.61K +7 +1%
CCP
973
Cassia Capital Partners
North Carolina
$242K +$242K +650 New
RHBC
974
R.H. Bluestein & Co
Michigan
$241K – – –
ZB
975
Zions Bancorporation
Utah
$240K +$22K +59 +10%
37 38
39
40 41