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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 %
FB
951
Fulton Bank
Pennsylvania
$490K +$6.76K +14 +1%
PP
952
PDS Planning
Ohio
$490K +$80.1K +166 +20%
UCB
953
United Community Bank
South Carolina
$490K +$2.41K +5 +0.5%
HCM
954
Hengehold Capital Management
Ohio
$489K +$483 +1 +0.1%
LAS
955
LWM Advisory Services
Florida
$487K +$40.1K +83 +9%
CWM
956
Congress Wealth Management
Massachusetts
$485K -$13K -27 -3%
PFA
957
Pure Financial Advisors
California
$482K +$4.34K +9 +0.9%
NP
958
NorthRock Partners
Minnesota
$479K +$36.2K +75 +8%
AWP
959
Ascent Wealth Partners
New York
$477K -$14K -29 -3%
CSWM
960
Cassady Schiller Wealth Management
Ohio
$477K – – –
WPW
961
Waldron Private Wealth
Pennsylvania
$473K +$5.3K +11 +1%
Wolverine Trading
962
Wolverine Trading
Illinois
$472K +$472K +973 New
FFBTD
963
First Financial Bank - Trust Division
Ohio
$471K -$4.83K -10 -1%
CSI
964
Cross Staff Investments
New York
$471K – – –
BHWM
965
Bar Harbor Wealth Management
New Hampshire
$471K +$483 +1 +0.1%
CIP
966
Convergence Investment Partners
Florida
$469K +$42.5K +88 +10%
PFA
967
Pettinga Financial Advisors
Indiana
$467K +$3.38K +7 +0.7%
GIA
968
Gladstone Institutional Advisory
Florida
$466K -$71.9K -149 -13%
MWM
969
Mission Wealth Management
California
$466K -$68.5K -142 -13%
BCWM
970
Bartlett & Co Wealth Management
Ohio
$464K +$5.31K +11 +1%
EWM
971
Evercore Wealth Management
New York
$464K – – –
BC
972
Bartlett & Co
Ohio
$464K +$5.31K +11 +1%
CCB
973
Country Club Bank
Missouri
$464K +$9.71K +20 +2%
ECM
974
Evergreen Capital Management
Washington
$459K +$72.4K +150 +19%
OTL
975
Oak Thistle LLC
New York
$458K +$458K +949 New
37 38
39
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