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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
951
Stiles Financial Services
Minnesota
$551K +$1.84K +4 +0.3%
NW
952
Naviter Wealth
Arkansas
$542K +$542K +1,179 New
HI
953
Harbour Investments
Wisconsin
$538K +$143K +312 +36%
BMCM
954
Burns Matteson Capital Management
New York
$537K -$2.3K -5 -0.4%
AG
955
Ascent Group
Virginia
$536K -$143K -312 -21%
GT
956
Glenview Trust
Kentucky
$534K +$130K +283 +32%
MOS
957
MGO One Seven
Ohio
$532K +$97K +211 +22%
PFA
958
Pathway Financial Advisers
Indiana
$527K -$17.5K -38 -3%
OL
959
Owen LaRue
Kentucky
$526K – – –
CCB
960
Country Club Bank
Missouri
$524K +$34.4K +75 +7%
LAM
961
Lingohr Asset Management
Germany
$524K +$92K +200 +21%
PTC
962
Petrus Trust Company
Texas
$523K +$244K +531 +87%
AOWM
963
Alpha Omega Wealth Management
Virginia
$523K -$13.8K -30 -3%
I
964
InceptionR
California
$520K +$263K +573 +103%
CPA
965
Cardiff Park Advisors
California
$519K – – –
FTC
966
Farmers Trust Company
Ohio
$518K – – –
UCB
967
United Community Bank
South Carolina
$513K – – –
SVWAG
968
Sound View Wealth Advisors Group
Georgia
$513K -$40.9K -89 -7%
CIM
969
CIM Investment Management
Pennsylvania
$512K +$24.8K +54 +5%
PWM
970
PBMares Wealth Management
Virginia
$506K +$34.5K +75 +7%
Dodge & Cox
971
Dodge & Cox
California
$506K – – –
JC
972
JB Capital
Connecticut
$505K – – –
BC
973
Bridgefront Capital
Texas
$504K +$504K +1,096 New
KWM
974
Kingsview Wealth Management
Oregon
$503K -$210K -457 -29%
CWAG
975
Compton Wealth Advisory Group
Virginia
$492K -$39.5K -86 -7%
37 38
39
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