ELV icon

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 %
Dodge & Cox
951
Dodge & Cox
California
$564K – – –
EVM
952
Evelyn V. Moreno
$564K – – –
JC
953
JB Capital
Connecticut
$564K -$54.9K -107 -9%
PNC
954
Park National Corp
Ohio
$554K -$9.75K -19 -2%
GL
955
Graypoint LLC
New York
$554K -$3.08K -6 -0.6%
PWMG
956
Prestige Wealth Management Group
New Jersey
$552K -$286K -558 -34%
AI
957
AXS Investments
New York
$549K +$513 +1 +0.1%
MC
958
Moors & Cabot
Massachusetts
$549K +$270K +527 +97%
JGGDR
959
JGP Global Gestao de Recursos
Brazil
$549K -$1.03K -2 -0.2%
CCB
960
Country Club Bank
Missouri
$547K +$33.3K +65 +6%
FMLI
961
Fukoku Mutual Life Insurance
Japan
$545K -$46.2K -90 -8%
CIAS
962
Capital Investment Advisory Services
North Carolina
$545K -$168K -328 -24%
CIM
963
CIM Investment Management
Pennsylvania
$543K -$15.9K -31 -3%
JWCA
964
J.W. Cole Advisors
Florida
$542K -$1.03K -2 -0.2%
CAM
965
Campion Asset Management
Virginia
$539K -$18K -35 -3%
BTWM
966
Baker Tilly Wealth Management
Wisconsin
$537K -$1.54K -3 -0.3%
WAM
967
Weinberger Asset Management
California
$536K +$1.54K +3 +0.3%
KFA
968
Kapstone Financial Advisors
Ohio
$535K +$535K +1,114 New
FNBOSM
969
First National Bank of South Miami
Florida
$535K -$15.4K -30 -3%
W
970
WealthOne
New York
$533K +$1.54K +3 +0.3%
BHBT
971
Burke & Herbert Bank & Trust
Virginia
$533K – – –
EWA
972
EverSource Wealth Advisors
Alabama
$532K -$60K -117 -10%
TWM
973
TriaGen Wealth Management
California
$531K +$30.3K +59 +6%
OL
974
Owen LaRue
Kentucky
$526K +$526K +1,084 New
PWM
975
PBMares Wealth Management
Virginia
$526K +$52.3K +102 +11%
37 38
39
40 41