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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 %
OPA
1101
Old Port Advisors
Maine
$239K – – –
PCMC
1102
Paragon Capital Management (Colorado)
Colorado
$239K +$239K +515 New
SEM
1103
Strategic Equity Management
Arizona
$239K +$239K +515 New
MC
1104
Maverick Capital
Texas
$237K -$41.2K -89 -15%
KA
1105
Kozak & Associates
Colorado
$237K +$28.4K +60 +14%
CWM
1106
Cedar Wealth Management
California
$234K -$131K -282 -36%
CFIA
1107
Cantor Fitzgerald Investment Advisors
New York
$234K +$234K +505 New
WCM
1108
Windsor Capital Management
Arizona
$233K -$61.7K -133 -21%
AF
1109
Advisornet Financial
Minnesota
$233K -$14.9K -32 -6%
HPWM
1110
Highland Private Wealth Management
Washington
$232K +$232K +499 New
HCA
1111
Harbour Capital Advisors
Virginia
$232K +$232K +500 New
WJWM
1112
Williams Jones Wealth Management
New York
$232K +$232K +500 New
FMTC
1113
Farmers & Merchants Trust Company
California
$231K +$231K +497 New
AC
1114
ASB Consultores
Florida
$231K +$231K +498 New
EFSCE
1115
Enterprise Financial Services Corp (EFSC)
Missouri
$231K +$231K +498 New
LWM
1116
Laidlaw Wealth Management
New York
$231K +$231K +499 New
HWMG
1117
Hurlow Wealth Management Group
Indiana
$230K – – –
KFP
1118
KB Financial Partners
New Jersey
$229K +$229K +493 New
PP
1119
Patron Partners
Texas
$229K +$229K +493 New
C1AG
1120
Client 1st Advisory Group
Florida
$229K +$229K +494 New
BWP
1121
BSW Wealth Partners
Colorado
$228K +$228K +492 New
SIA
1122
SkyView Investment Advisors
New Jersey
$228K +$228K +32,448 New
CFD
1123
Creative Financial Designs
Indiana
$227K -$6.96K -15 -3%
QCM
1124
Quantinno Capital Management
New York
$227K +$227K +489 New
SDAM
1125
Shulman DeMeo Asset Management
New York
$227K +$227K +491 New
43 44
45
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