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Elevance Health
ELV

Overview Fund Activity

1,409 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 524 increasing their positions, 481 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+45
Holders Change %
+3.3%
% of All Funds
22.3%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.04%
New
148
Increased
524
Reduced
481
Closed
93
Calls
$433M
Puts
$466M
Net Calls
-$33.1M
Net Calls Change
+$100M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$914M
2
Bank of America
Bank of America
North Carolina
+$638M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$332M
4
Capital International Investors
Capital International Investors
California
+$311M
5
Ameriprise
Ameriprise
Minnesota
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$335M
3
Marshall Wace
Marshall Wace
United Kingdom
-$226M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$201M
5
Franklin Resources
Franklin Resources
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
1001
OneAscent Financial Services
Alabama
$379K -$15.2K -31 -4%
CWM
1002
Chesapeake Wealth Management
Virginia
$379K -$1.96K -4 -0.5%
LJAC
1003
L.J. Altfest & Co
New York
$378K +$6.88K +14 +2%
RWP
1004
Ridgecrest Wealth Partners
California
$376K – – –
SCM
1005
Schnieders Capital Management
California
$376K +$29K +59 +8%
C1AG
1006
Client 1st Advisory Group
Florida
$376K +$134K +272 +55%
BCAM
1007
Boston Common Asset Management
Massachusetts
$374K -$45.2K -92 -11%
FNT
1008
First National Trust
Pennsylvania
$373K -$2.95K -6 -0.8%
CM
1009
Capital Management
Virginia
$373K -$491 -1 -0.1%
TIA
1010
Trust Investment Advisors
Indiana
$373K +$151K +307 +68%
APWA
1011
Atlas Private Wealth Advisors
New Jersey
$368K -$20.6K -42 -5%
BFEC
1012
Benjamin F. Edwards & Company
Missouri
$368K -$4.42K -9 -1%
CA
1013
Continuum Advisory
Idaho
$366K +$366K +729 New
SFG
1014
Summit Financial Group
West Virginia
$365K – – –
SIC
1015
Samalin Investment Counsel
New York
$365K +$93.7K +191 +35%
FCH
1016
Freestone Capital Holdings
Washington
$355K +$91K +185 +34%
AC
1017
ASB Consultores
Florida
$352K +$108K +219 +44%
GWCM
1018
Godshalk Welsh Capital Management
Pennsylvania
$351K – – –
SC
1019
Sierra Capital
Florida
$351K +$5.4K +11 +2%
NL
1020
NWAM LLC
Washington
$351K +$351K +715 New
WC
1021
Woodstock Corp
Massachusetts
$350K -$3.44K -7 -1%
ACM
1022
AlphaCrest Capital Management
New York
$349K -$1.48M -3,006 -81%
EFM
1023
E Fund Management
China
$347K -$57.5K -117 -14%
AWM
1024
Adams Wealth Management
Utah
$347K – – –
KWM
1025
Kolinsky Wealth Management
New Jersey
$347K +$24.1K +49 +7%
39 40
41
42 43