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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 %
Financial Engines Advisors
1051
Financial Engines Advisors
California
$288K +$288K +620 New
RFA
1052
Reilly Financial Advisors
California
$287K – – –
ECM
1053
Evergreen Capital Management
Washington
$287K +$7.88K +17 +3%
XS
1054
XR Securities
Illinois
$287K +$287K +620 New
KWA
1055
Kellett Wealth Advisors
Ohio
$284K +$284K +613 New
GKWIM
1056
Gerber Kawasaki Wealth & Investment Management
California
$281K +$6.01K +13 +2%
WAM
1057
Watershed Asset Management
California
$280K +$280K +605 New
WI
1058
Wintrust Investments
Illinois
$278K – – –
HWIS
1059
Hancock Whitney Investment Services
Louisiana
$277K +$277K +603 New
TFF
1060
The Family Firm
Maryland
$276K +$463 +1 +0.2%
FB
1061
First Bancorp
Maine
$275K +$275K +593 New
PIP
1062
Peachtree Investment Partners
Florida
$275K +$275K +593 New
AIA
1063
AIMZ Investment Advisors
California
$273K – – –
LDFR
1064
Lehman & Derafelo Financial Resources
Pennsylvania
$273K – – –
ZB
1065
Zions Bancorporation
Utah
$272K -$26.9K -58 -9%
FRM
1066
Fox Run Management
Connecticut
$269K +$269K +580 New
AGP
1067
Autumn Glory Partners
Texas
$268K +$268K +577 New
RGC
1068
Roberts, Glore & Co
Illinois
$267K – – –
FHA
1069
Flagship Harbor Advisors
Massachusetts
$261K -$29.3K -63 -10%
AAS
1070
Annex Advisory Services
Wisconsin
$261K – – –
DS
1071
DRW Securities
Illinois
$261K +$261K +562 New
MSCM
1072
McElhenny Sheffield Capital Management
Texas
$260K – – –
OWA
1073
Octavia Wealth Advisors
Ohio
$259K -$928 -2 -0.4%
WKWM
1074
Walter & Keenan Wealth Management
Indiana
$259K – – –
W
1075
Wealthquest
Ohio
$259K – – –
41 42
43
44 45