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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 %
LC
1076
Lindbrook Capital
California
$82K – – –
PMFA
1077
Plante Moran Financial Advisors
Michigan
$81K +$4.5K +12 +6%
ED
1078
Exane Derivatives
France
$76.1K +$76.1K +204 New
RDFA
1079
Ritter Daniher Financial Advisory
Ohio
$75K – – –
IBOK
1080
Independence Bank of Kentucky
Kentucky
$74K -$3.36K -9 -4%
SWM
1081
Selective Wealth Management
Virginia
$74K – – –
FCFS
1082
First Command Financial Services
Texas
$67K – – –
FCB
1083
First Command Bank
Texas
$67K – – –
OIA
1084
Optimum Investment Advisors
Illinois
$67K +$11.2K +30 +20%
TF
1085
TimeScale Financial
Massachusetts
$66K – – –
AA
1086
AlphaMark Advisors
Kentucky
$65K – – –
HFM
1087
Harvest Fund Management
China
$64K -$97.7K -264 -60%
HDIM
1088
Hanson & Doremus Investment Management
Vermont
$62K – – –
ODG
1089
O'Dell Group
Ohio
$62K +$62K +166 New
AWM
1090
AllSquare Wealth Management
New York
$60K – – –
HCM
1091
Highlander Capital Management
New Jersey
$56K – – –
NO
1092
Ninety One
South Africa
$56K – – –
MAWCM
1093
Mine & Arao Wealth Creation & Management
California
$56K – – –
TC
1094
Tacita Capital
Ontario, Canada
$56K – – –
SC
1095
Solstein Capital
California
$48K – – –
AA
1096
Addison Advisors
Vermont
$47K – – –
WPA
1097
West Paces Advisors
Georgia
$45.5K – – –
Jones Financial Companies
1098
Jones Financial Companies
Missouri
$43K -$2.99K -8 -7%
MA
1099
MCF Advisors
Kentucky
$43K – – –
Nisa Investment Advisors
1100
Nisa Investment Advisors
Missouri
$42.4K +$186 +500 +0.4%
42 43
44
45 46