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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 %
PSB
1101
Piscataqua Savings Bank
New Hampshire
$42K – – –
MRCM
1102
M&R Capital Management
New Jersey
$42K – – –
VCM
1103
Vigilant Capital Management
Maine
$42K +$16.5K +44 +65%
TFO
1104
Tarbox Family Office
California
$41K -$1.11K -3 -3%
TSW
1105
Thompson Siegel & Walmsley
Virginia
$41K – – –
OC
1106
Oakworth Capital
Alabama
$41K +$41K +110 New
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$39K – – –
IWP
1108
IAG Wealth Partners
Wisconsin
$39K – – –
BC
1109
Burleson & Co
California
$39K +$371 +1 +1%
AA
1110
Ancora Advisors
Ohio
$38K – – –
FPS
1111
Fieldpoint Private Securities
Connecticut
$38K +$13.9K +37 +58%
PCH
1112
Polar Capital Holdings
United Kingdom
$37.4K -$733 -1,967 -2%
FFC
1113
First Financial Corp
Indiana
$37K – – –
AIM
1114
Arcadia Investment Management
Michigan
$37K – – –
SIM
1115
Sonora Investment Management
Arizona
$37K – – –
BIA
1116
Bell Investment Advisors
California
$37K +$37K +100 New
BU
1117
BBVA USA
Alabama
$36K -$5.2K -14 -13%
PWMG
1118
Prestige Wealth Management Group
New Jersey
$36K – – –
JWM
1119
Janiczek Wealth Management
Colorado
$35K +$18.4K +50 +111%
EW
1120
Evoke Wealth
California
$34K -$5.48K -15 -14%
FMP
1121
Financial Management Professionals
Texas
$33K +$8.53K +23 +35%
KFI
1122
Key Financial Inc
Pennsylvania
$32K -$10.7K -29 -25%
COCM
1123
Charter Oak Capital Management
New Hampshire
$32K +$4.41K +12 +16%
O
1124
Ossiam
France
$31K -$301K -807 -91%
HFM
1125
Hartford Financial Management
Connecticut
$30K – – –
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