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Elevance Health
ELV

Overview Fund Activity

1,430 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 521 increasing their positions, 513 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
24.18%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.15%
New
136
Increased
521
Reduced
513
Closed
94
Calls
$572M
Puts
$566M
Net Calls
+$5.79M
Net Calls Change
+$38.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$639M
2
Morgan Stanley
Morgan Stanley
New York
+$473M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$377M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$501M
2
Artisan Partners
Artisan Partners
Wisconsin
-$394M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$359M
4
AWA
Aaron Wealth Advisors
Illinois
-$321M
5
OAG
Orbis Allan Gray
Bermuda
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1026
Latitude Advisors
Florida
$382K -$764K -1,582 -67%
CT
1027
Clearstead Trust
Maine
$382K – – –
GA
1028
Geller Advisors
New York
$382K +$3.86K +8 +1%
C1AG
1029
Client 1st Advisory Group
Florida
$382K +$12.1K +25 +3%
ECAM
1030
East Coast Asset Management
Massachusetts
$379K – – –
Cohen & Steers
1031
Cohen & Steers
New York
$378K +$175K +363 +86%
JSC
1032
Jackson Square Capital
California
$377K +$377K +781 New
BP
1033
BBR Partners
New York
$375K – – –
AIA
1034
Affinity Investment Advisors
California
$372K -$359K -744 -49%
RWP
1035
Ridgecrest Wealth Partners
California
$369K – – –
SOW
1036
State of Wyoming
Wyoming
$369K +$150K +310 +68%
SCM
1037
Schnieders Capital Management
California
$367K -$2.41K -5 -0.7%
CM
1038
Capital Management
Virginia
$367K – – –
APWA
1039
Atlas Private Wealth Advisors
New Jersey
$367K +$5.31K +11 +1%
AG
1040
Ascent Group
Virginia
$367K +$86.4K +181 +31%
AF
1041
Aldebaran Financial
$366K +$366K +778 New
LJAC
1042
L.J. Altfest & Co
New York
$364K -$6.75K -14 -2%
B
1043
Barings
North Carolina
$363K -$25.1K -52 -6%
STA
1044
Summit Trail Advisors
New York
$360K +$360K +746 New
SFG
1045
Summit Financial Group
West Virginia
$359K – – –
SIC
1046
Samalin Investment Counsel
New York
$359K – – –
HI
1047
Harbour Investments
Wisconsin
$359K +$359K +744 New
MAM
1048
Marotta Asset Management
Virginia
$358K +$36.9K +76 +11%
MWM
1049
Meridian Wealth Management
Kentucky
$358K +$48.2K +100 +16%
LA
1050
Legacy Advisors
Pennsylvania
$357K -$18.3K -38 -5%
40 41
42
43 44