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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 %
PCP
1026
Proficio Capital Partners
Massachusetts
$313K +$15.7K +34 +5%
SIC
1027
SJS Investment Consulting
Ohio
$313K +$313K +676 New
GT
1028
Glenview Trust
Kentucky
$312K +$2.32K +5 +0.7%
CPA
1029
Court Place Advisors
Maryland
$309K – – –
MA
1030
Montag & Associates
Georgia
$305K +$92.8K +200 +44%
KWM
1031
Kolinsky Wealth Management
New Jersey
$305K +$305K +657 New
MWM
1032
Midwest Wealth Management
Indiana
$301K – – –
SMA
1033
Sage Mountain Advisors
Georgia
$301K +$30.6K +66 +11%
FCCM
1034
First City Capital Management
Georgia
$300K – – –
WA
1035
Waverly Advisors
Alabama
$299K -$66.8K -149 -18%
RHBC
1036
R.H. Bluestein & Co
Michigan
$299K – – –
DI
1037
Diligent Investors
California
$299K – – –
MWM
1038
Meridian Wealth Management
Kentucky
$298K -$3.25K -7 -1%
RGF
1039
Retirement Guys Formula
Ohio
$295K +$295K +637 New
LA
1040
LVW Advisors
New York
$294K +$294K +634 New
WPC
1041
Wedmont Private Capital
Pennsylvania
$294K +$294K +658 New
FHA
1042
First Horizon Advisors
Tennessee
$293K -$21.3K -46 -7%
WP
1043
WealthSource Partners
California
$293K -$17.2K -37 -6%
AWP
1044
Accretive Wealth Partners
New Jersey
$293K +$926 +2 +0.3%
HI
1045
Humankind Investments
New York
$293K +$2.78K +6 +1%
Luther King Capital Management (LKCM)
1046
Luther King Capital Management (LKCM)
Texas
$293K +$7.88K +17 +3%
JIC
1047
Joel Isaacson & Co
New York
$291K – – –
FPWM
1048
FSB Premier Wealth Management
Iowa
$291K +$291K +629 New
WCM
1049
Washington Capital Management
Washington
$290K – – –
APW
1050
Aurora Private Wealth
New Jersey
$289K +$13.4K +29 +5%
40 41
42
43 44