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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 %
RA
1126
Resolute Advisors
California
$29K – – –
FMII
1127
Farmers & Merchants Investments Inc
Nebraska
$28K -$8.59K -23 -23%
SFP
1128
Sterling Financial Planning
New Jersey
$28K – – –
PG
1129
Proffitt & Goodson
Tennessee
$28K – – –
MCM
1130
MV Capital Management
Maryland
$28K +$12.2K +33 +77%
CH
1131
Canton Hathaway
Rhode Island
$28K +$28K +74 New
BWM
1132
Baystate Wealth Management
Massachusetts
$27K +$8.14K +22 +43%
EL
1133
EMFO LLC
Florida
$26K – – –
LWANC
1134
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
DWP
1135
Destiny Wealth Partners
Florida
$26K +$26K +69 New
OAJ
1136
Ogorek Anthony Joseph
New York
$25K – – –
JFGIW
1137
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K – – –
APW
1138
Acima Private Wealth
Virginia
$25K – – –
AF
1139
Allworth Financial
California
$25K +$735 +2 +3%
FMB
1140
Field & Main Bank
Kentucky
$24K – – –
PB
1141
Pinnacle Bancorp
Nebraska
$23K -$5.28K -14 -19%
VCM
1142
Versant Capital Management
Arizona
$23K +$371 +1 +2%
DOA
1143
D'Orazio & Associates
Virginia
$22K +$22K +58 New
TF
1144
Tompkins Financial
New York
$22K +$22K +59 New
PHK
1145
Point72 Hong Kong
Hong Kong
$21K -$7.13K -19 -25%
FWM
1146
Focused Wealth Management
New York
$21K – – –
AW
1147
Alaethes Wealth
Nevada
$21K – – –
TCM
1148
TD Capital Management
Tennessee
$21K +$362 +1 +2%
CFO
1149
CVA Family Office
Colorado
$20K -$80K -300 -80%
BWM
1150
BerganKDV Wealth Management
Minnesota
$20K – – –
44 45
46
47 48