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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1101
Thrive Wealth Management
Pennsylvania
$378K +$3.59K +7 +1%
BOPW
1102
Brandywine Oak Private Wealth
Pennsylvania
$377K -$39K -76 -9%
FNT
1103
First National Trust
Pennsylvania
$373K +$10.3K +20 +3%
CWP
1104
Concord Wealth Partners
Virginia
$369K -$79K -154 -18%
DWM
1105
Dakota Wealth Management
Florida
$368K +$139K +271 +61%
SCM
1106
Stevens Capital Management
Pennsylvania
$367K +$367K +716 New
ZF
1107
Zhang Financial
Michigan
$367K +$44.6K +87 +14%
FBB
1108
Fulton Breakefield Broenniman
Maryland
$367K – – –
SIC
1109
Samalin Investment Counsel
New York
$366K – – –
PA
1110
Procyon Advisors
Connecticut
$365K +$365K +712 New
CWM
1111
Circle Wealth Management
New Jersey
$365K -$59.5K -116 -14%
Financial Engines Advisors
1112
Financial Engines Advisors
California
$363K +$62.6K +122 +21%
SC
1113
Sierra Capital
Florida
$361K – – –
FPCP
1114
Fort Point Capital Partners
California
$357K +$2.57K +5 +0.7%
AWM
1115
Adams Wealth Management
Utah
$357K -$3.08K -6 -0.9%
JSC
1116
Jackson Square Capital
California
$356K -$31.8K -62 -8%
Kayne Anderson Rudnick Investment Management
1117
Kayne Anderson Rudnick Investment Management
California
$356K – – –
FHA
1118
First Horizon Advisors
Tennessee
$356K -$4.1K -8 -1%
BFG
1119
Berger Financial Group
Minnesota
$356K -$25.2K -49 -7%
CCG
1120
Cypress Capital Group
Florida
$355K +$355K +693 New
SFG
1121
Summit Financial Group
West Virginia
$353K -$26.2K -51 -7%
APP
1122
Avantax Planning Partners
Iowa
$352K -$41.6K -81 -11%
ESB
1123
Essex Savings Bank
Connecticut
$351K +$48.7K +95 +16%
AUB
1124
Atlantic Union Bankshares
Virginia
$350K -$8.72K -17 -2%
RWM
1125
Reston Wealth Management
Virginia
$349K +$1.03K +2 +0.3%
43 44
45
46 47