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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 %
PCA
1076
Pallas Capital Advisors
Massachusetts
$259K +$30.1K +68 +13%
WA
1077
Waddell & Associates
Tennessee
$257K – – –
AFG
1078
Allegheny Financial Group
Pennsylvania
$257K – – –
NFG
1079
Next Financial Group
Texas
$257K +$37.6K +81 +17%
SIC
1080
Samalin Investment Counsel
New York
$257K +$257K +553 New
EWA
1081
EverSource Wealth Advisors
Alabama
$255K +$255K +551 New
RG
1082
Renaissance Group
Kentucky
$254K – – –
JCM
1083
Jacobi Capital Management
Pennsylvania
$254K +$11.6K +25 +5%
AMM
1084
American Money Management
California
$254K +$254K +548 New
PFS
1085
Prospera Financial Services
Texas
$253K -$270K -582 -52%
B
1086
Bridgeworth
Alabama
$253K -$2.32K -5 -0.9%
NIM
1087
Northeast Investment Management
Massachusetts
$253K – – –
DJSG
1088
D.J. St. Germain
Massachusetts
$252K – – –
CWM
1089
CCG Wealth Management
California
$249K – – –
FCH
1090
Freestone Capital Holdings
Washington
$249K +$249K +537 New
LFA
1091
Legacy Financial Advisors
Kentucky
$249K +$249K +537 New
DIP
1092
DT Investment Partners
Pennsylvania
$248K -$56.7K -122 -19%
SP
1093
Successful Portfolios
Florida
$247K +$247K +532 New
SWIG
1094
Strategic Wealth Investment Group
Kentucky
$247K +$247K +534 New
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$245K -$11.1K -24 -4%
FBT
1096
First Bank & Trust
South Dakota
$244K +$6.02K +13 +3%
SPFA
1097
Summit Place Financial Advisors
New Jersey
$243K -$20.8K -45 -8%
MAM
1098
Marotta Asset Management
Virginia
$242K +$242K +523 New
CCMG
1099
Clark Capital Management Group
Pennsylvania
$242K +$242K +522 New
GA
1100
Greenspring Advisors
Maryland
$242K +$242K +523 New
42 43
44
45 46