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Elevance Health
ELV

Overview Fund Activity

1,364 hedge funds and large institutions have $98.3B invested in Elevance Health in 2021 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 427 increasing their positions, 447 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+156
Holders Change %
+12.91%
% of All Funds
21.07%
Holding in Top 10
51
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+59.38%
% of All Funds
0.79%
New
238
Increased
427
Reduced
447
Closed
58
Calls
$586M
Puts
$719M
Net Calls
-$133M
Net Calls Change
-$178M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$481M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$272M
3
DZ Bank
DZ Bank
Germany
+$254M
4
TPI
Tesco Pension Investment
United Kingdom
+$221M
5
Capital International Investors
Capital International Investors
California
+$203M

Top Sellers

1
AS
Altshuler Shaham
Israel
-$470M
2
VVP
Vulcan Value Partners
Alabama
-$436M
3
UBS AM
UBS AM
Illinois
-$280M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$159M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
976
Barings
North Carolina
$373K -$34.3K -74 -8%
KP
977
Keel Point
Alabama
$373K +$23.7K +51 +7%
OFS
978
OneAscent Financial Services
Alabama
$373K +$373K +804 New
ACM
979
Advisors Capital Management
New Jersey
$371K -$22.7K -49 -6%
MHC
980
Meyer Handelman Company
New York
$371K – – –
BMC
981
Beaton Management Company
Massachusetts
$371K – – –
IC
982
Inverness Counsel
New York
$368K – – –
CT
983
Clearstead Trust
Maine
$367K – – –
APWA
984
Atlas Private Wealth Advisors
New Jersey
$367K – – –
CI
985
CX Institutional
Indiana
$366K -$1.73M -3,729 -83%
AWM
986
Apollon Wealth Management
South Carolina
$365K +$365K +788 New
ECAM
987
East Coast Asset Management
Massachusetts
$364K – – –
APP
988
Alpha Paradigm Partners
Illinois
$362K -$212K -457 -37%
BP
989
BBR Partners
New York
$361K – – –
APP
990
Avantax Planning Partners
Iowa
$360K -$39K -84 -10%
CWM
991
Chesapeake Wealth Management
Virginia
$360K – – –
CCG
992
Cypress Capital Group
Florida
$358K -$134K -290 -27%
MGIM
993
M&G Investment Management
United Kingdom
$357K -$41.9K -90,265 -10%
RWP
994
Ridgecrest Wealth Partners
California
$355K – – –
FNT
995
First National Trust
Pennsylvania
$355K +$15.8K +34 +5%
CM
996
Capital Management
Virginia
$353K – – –
HI
997
Harbour Investments
Wisconsin
$352K -$447K -964 -56%
BFEC
998
Benjamin F. Edwards & Company
Missouri
$352K +$93.3K +201 +36%
T
999
TOBAM
France
$351K – – –
LJAC
1000
L.J. Altfest & Co
New York
$350K – – –
38 39
40
41 42