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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 %
AF
1026
Advisornet Financial
Minnesota
$199K +$49.9K +134 +34%
JCM
1027
Jacobi Capital Management
Pennsylvania
$195K +$76.6K +205 +65%
FBT
1028
First Bank & Trust
South Dakota
$192K +$8.97K +24 +5%
KA
1029
Kozak & Associates
Colorado
$191K +$191K +440 New
DWMG
1030
DB Wealth Management Group
California
$188K
CFD
1031
Creative Financial Designs
Indiana
$188K +$1.12K +3 +0.6%
CFA
1032
Carroll Financial Associates
North Carolina
$182K +$11.9K +32 +7%
MCM
1033
Manchester Capital Management
Vermont
$181K +$3.72K +10 +2%
FEG
1034
Financial Enhancement Group
Indiana
$180K +$115K +308 +177%
1IA
1035
1834 Investment Advisors
Wisconsin
$179K +$52.1K +140 +41%
GWS
1036
Glassman Wealth Services
Virginia
$176K +$10K +27 +6%
NFG
1037
Next Financial Group
Texas
$176K +$12.7K +34 +8%
VWA
1038
V Wealth Advisors
Kansas
$172K +$172K +460 New
MA
1039
Montag & Associates
Georgia
$170K
First Manhattan
1040
First Manhattan
New York
$169K -$174K -470 -51%
TWA
1041
TCI Wealth Advisors
Arizona
$166K +$13.8K +37 +9%
AWA
1042
Arkadios Wealth Advisors
Georgia
$163K +$3.34K +9 +2%
KPCM
1043
Kings Point Capital Management
New York
$162K +$37.2K +100 +30%
NICM
1044
Neo Ivy Capital Management
New York
$157K -$22.3K -85 -12%
Cohen & Steers
1045
Cohen & Steers
New York
$157K
ICM
1046
Islay Capital Management
Texas
$152K
FF
1047
FourThought Financial
Florida
$152K
LFG
1048
Larson Financial Group
Missouri
$147K
SNT
1049
Security National Trust
West Virginia
$141K
PCG
1050
Private Capital Group
Connecticut
$141K +$35.4K +95 +34%