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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 %
Fisher Asset Management
1126
Fisher Asset Management
Washington
$226K +$226K +488 New
AP
1127
Appleton Partners
Massachusetts
$225K -$27.3K -59 -11%
MCM
1128
Manchester Capital Management
Vermont
$225K – – –
CL
1129
CPWM LLC
Washington
$225K – – –
OWM
1130
Orgel Wealth Management
Wisconsin
$225K +$225K +485 New
MFG
1131
Merit Financial Group
Georgia
$225K +$225K +485 New
MIC
1132
Meridian Investment Counsel
California
$225K +$225K +486 New
FEG
1133
Financial Enhancement Group
Indiana
$223K – – –
CIA
1134
Capital Investment Advisors
Georgia
$222K +$222K +478 New
GC
1135
Grimes & Company
Massachusetts
$222K +$222K +480 New
TWA
1136
TCI Wealth Advisors
Arizona
$221K +$15.3K +33 +7%
APG
1137
Abacus Planning Group
South Carolina
$219K +$219K +473 New
FAM
1138
Formidable Asset Management
Ohio
$219K +$219K +476 New
RFM
1139
Royal Fund Management
Florida
$218K +$218K +472 New
OWA
1140
Outlook Wealth Advisors
Texas
$215K +$215K +463 New
ESB
1141
Essex Savings Bank
Connecticut
$215K +$215K +464 New
KCM
1142
Kathmere Capital Management
Pennsylvania
$215K +$215K +464 New
SICM
1143
Sustainable Insight Capital Management
New York
$214K -$47.2K -102 -18%
SL
1144
Salomon & Ludwin
Virginia
$213K +$213K +460 New
HFS
1145
Heritage Financial Services
Massachusetts
$213K +$213K +461 New
SRC
1146
Sage Rhino Capital
California
$212K +$212K +458 New
First Manhattan
1147
First Manhattan
New York
$211K – – –
TIA
1148
Trust Investment Advisors
Indiana
$210K +$210K +452 New
MW
1149
Marcum Wealth
Ohio
$210K +$210K +453 New
TFA
1150
Teamwork Financial Advisors
Texas
$210K +$210K +454 New
44 45
46
47 48