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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 %
GWS
1051
Glassman Wealth Services
Virginia
$357K +$19.3K +40 +6%
HA
1052
Herold Advisors
New York
$357K +$89.3K +185 +33%
ECG
1053
Edge Capital Group
Georgia
$355K +$355K +5,765 New
AC
1054
ASB Consultores
Florida
$353K +$7.23K +15 +2%
HI
1055
Humankind Investments
New York
$353K +$58.9K +122 +20%
AWM
1056
Atticus Wealth Management
Florida
$353K +$216K +448 +158%
FHA
1057
First Horizon Advisors
Tennessee
$353K +$256K +534 +264%
FAFN
1058
First Affirmative Financial Network
Colorado
$352K -$29.5K -61 -8%
GL
1059
Graypoint LLC
New York
$351K +$125K +258 +55%
SC
1060
Sierra Capital
Florida
$346K +$1.45K +3 +0.4%
FBB
1061
Fulton Breakefield Broenniman
Maryland
$345K +$345K +715 New
TF
1062
Trek Financial
Arizona
$342K -$212K -439 -38%
AWM
1063
Adams Wealth Management
Utah
$338K -$2.41K -5 -0.7%
RWM
1064
Reston Wealth Management
Virginia
$338K – – –
SWM
1065
Sendero Wealth Management
Texas
$338K +$35.7K +74 +12%
AWA
1066
Arete Wealth Advisors
Illinois
$337K -$53.6K -111 -14%
BW
1067
Bison Wealth
Georgia
$337K +$79.7K +165 +31%
FEG
1068
Financial Enhancement Group
Indiana
$337K +$104K +216 +45%
Kayne Anderson Rudnick Investment Management
1069
Kayne Anderson Rudnick Investment Management
California
$333K -$5.3K -11 -2%
FPCP
1070
Fort Point Capital Partners
California
$333K – – –
NIM
1071
Northeast Investment Management
Massachusetts
$333K +$69.9K +145 +27%
HPC
1072
HM Payson & Co
Maine
$332K -$127K -264 -28%
WE
1073
Wealth Effects
Massachusetts
$331K +$331K +685 New
EFM
1074
E Fund Management
China
$330K -$11.1K -23 -3%
BFEC
1075
Benjamin F. Edwards & Company
Missouri
$327K -$34.8K -72 -10%
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