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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 %
CC
1001
Constitution Capital
Connecticut
$348K -$46.4K -100 -12%
SFG
1002
Summit Financial Group
West Virginia
$345K +$23.6K +51 +7%
BG
1003
Bahl & Gaynor
Ohio
$342K – – –
CCA
1004
Childress Capital Advisors
Texas
$340K +$21.3K +46 +7%
GWS
1005
Glassman Wealth Services
Virginia
$337K +$118K +254 +54%
WPW
1006
Waldron Private Wealth
Pennsylvania
$336K +$924 +2 +0.3%
WC
1007
Woodstock Corp
Massachusetts
$334K – – –
SWA
1008
Stratos Wealth Advisors
Ohio
$332K +$332K +716 New
GWCM
1009
Godshalk Welsh Capital Management
Pennsylvania
$331K – – –
FBB
1010
Fulton Breakefield Broenniman
Maryland
$330K – – –
LAS
1011
LWM Advisory Services
Florida
$328K +$328K +707 New
Manulife (Manufacturers Life Insurance)
1012
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$327K -$33.5K -72,168 -9%
AWM
1013
Adams Wealth Management
Utah
$327K – – –
SCM
1014
Schnieders Capital Management
California
$327K +$44K +95 +16%
SC
1015
Sierra Capital
Florida
$326K +$4.17K +9 +1%
GLA
1016
Good Life Advisors
Pennsylvania
$326K +$14.4K +31 +5%
EWA
1017
Exencial Wealth Advisors
Oklahoma
$325K +$2.32K +5 +0.7%
AWAP
1018
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$325K +$4.17K +9 +1%
JC
1019
JB Capital
Connecticut
$325K – – –
RWM
1020
Reston Wealth Management
Virginia
$324K – – –
FPCP
1021
Fort Point Capital Partners
California
$323K -$19.5K -42 -6%
Kayne Anderson Rudnick Investment Management
1022
Kayne Anderson Rudnick Investment Management
California
$322K +$1.39K +3 +0.4%
IC
1023
Intersect Capital
California
$320K +$320K +689 New
SLG
1024
Stanley-Laman Group
Pennsylvania
$316K – – –
SFG
1025
SevenBridge Financial Group
Pennsylvania
$314K -$16.2K -35 -5%
39 40
41
42 43