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Elevance Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$219K -$15.7K -42 -7%
SMA
1002
Sage Mountain Advisors
Georgia
$217K -$12.7K -34 -6%
RGC
1003
Roberts, Glore & Co
Illinois
$214K -$7.44K -20 -3%
SPFA
1004
Summit Place Financial Advisors
New Jersey
$212K -$11.2K -30 -5%
FWM
1005
Fairhaven Wealth Management
Illinois
$210K -$1.49K -4 -0.7%
SICM
1006
Sustainable Insight Capital Management
New York
$210K +$2.23K +6 +1%
AAS
1007
Annex Advisory Services
Wisconsin
$209K -$7.44K -20 -3%
NL
1008
NWAM LLC
Washington
$209K +$209K +560 New
OWA
1009
Octavia Wealth Advisors
Ohio
$209K +$209K +560 New
MSCM
1010
McElhenny Sheffield Capital Management
Texas
$209K +$209K +560 New
W
1011
Wealthquest
Ohio
$208K -$78.7K -212 -27%
BFEC
1012
Benjamin F. Edwards & Company
Missouri
$208K -$1.49K -4 -0.7%
WKWM
1013
Walter & Keenan Wealth Management
Indiana
$208K +$1.49K +4 +0.7%
WA
1014
Waddell & Associates
Tennessee
$207K
AFG
1015
Allegheny Financial Group
Pennsylvania
$207K
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$206K +$19.8K +53 +11%
B
1017
Bridgeworth
Alabama
$205K +$373 +1 +0.2%
AIL
1018
AGF Investments LLC
Ontario, Canada
$205K +$205K +551 New
RG
1019
Renaissance Group
Kentucky
$204K -$13.1K -35 -6%
NIM
1020
Northeast Investment Management
Massachusetts
$204K
AP
1021
Appleton Partners
Massachusetts
$203K -$78.2K -210 -28%
DJSG
1022
D.J. St. Germain
Massachusetts
$203K
FNBOH
1023
First National Bank of Hutchinson
Kansas
$202K +$202K +541 New
OPA
1024
Old Port Advisors
Maine
$201K
CWM
1025
CCG Wealth Management
California
$201K