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Elevance Health
ELV

Overview Fund Activity

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

Top Buyers

1
AS
Altshuler Shaham
Israel
+$381M
2
Invesco
Invesco
Georgia
+$250M
3
Ameriprise
Ameriprise
Minnesota
+$248M
4
UBS AM
UBS AM
Illinois
+$219M
5
Capital International Investors
Capital International Investors
California
+$215M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$886M
2
Boston Partners
Boston Partners
Massachusetts
-$541M
3
Bank of America
Bank of America
North Carolina
-$228M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
5
TPI
Tesco Pension Investment
United Kingdom
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
Q
1051
QVR
California
$141K +$141K +379 New
DAM
1052
Delta Asset Management
Tennessee
$134K – – –
CFFP
1053
Center for Financial Planning
Michigan
$130K – – –
WWM
1054
Wolff Wiese Magana
California
$126K +$33.7K +90 +36%
CC
1055
Centiva Capital
New York
$126K +$126K +338 New
TC
1056
Trust Company
Kansas
$124K – – –
PA
1057
PSI Advisors
Florida
$123K +$123K +330 New
PO
1058
Private Ocean
California
$121K -$1.87K -5 -2%
H
1059
Hexavest
Quebec, Canada
$121K – – –
DFCM
1060
Dark Forest Capital Management
Puerto Rico
$119K +$119K +318 New
ST
1061
Smithfield Trust
Pennsylvania
$113K – – –
KIG
1062
Kowal Investment Group
Wisconsin
$105K +$105K +282 New
AIC
1063
Archer Investment Corporation
Indiana
$103K +$372 +1 +0.4%
MWC
1064
MBM Wealth Consultants
Missouri
$103K – – –
AWM
1065
Atticus Wealth Management
Florida
$99K +$372 +1 +0.4%
SCM
1066
Silvant Capital Management
Georgia
$96K – – –
WOC
1067
West Oak Capital
California
$93K – – –
MMG
1068
Monetary Management Group
Missouri
$93K – – –
TFA
1069
Toth Financial Advisory
Virginia
$93K +$9.3K +25 +11%
VRM
1070
Vectors Research Management
New York
$91K – – –
GAM
1071
Gemmer Asset Management
California
$90K – – –
MWM
1072
Mascoma Wealth Management
New Hampshire
$89K +$89K +240 New
IRC
1073
Investors Research Corp
Georgia
$88K – – –
SCA
1074
Stuart Chaussee & Associates
California
$86K – – –
SWA
1075
SOA Wealth Advisors
New York
$85K +$746 +2 +0.9%
41 42
43
44 45