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Elevance Health
ELV

Overview Fund Activity

1,409 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 524 increasing their positions, 481 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+45
Holders Change %
+3.3%
% of All Funds
22.3%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.04%
New
148
Increased
524
Reduced
481
Closed
93
Calls
$433M
Puts
$466M
Net Calls
-$33.1M
Net Calls Change
+$100M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$914M
2
Bank of America
Bank of America
North Carolina
+$638M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$332M
4
Capital International Investors
Capital International Investors
California
+$311M
5
Ameriprise
Ameriprise
Minnesota
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$335M
3
Marshall Wace
Marshall Wace
United Kingdom
-$226M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$201M
5
Franklin Resources
Franklin Resources
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1151
Grimes & Company
Massachusetts
$236K – – –
RIA
1152
Regal Investment Advisors
Michigan
$236K +$236K +481 New
TWA
1153
TCI Wealth Advisors
Arizona
$235K – – –
FAM
1154
Formidable Asset Management
Ohio
$234K +$491 +1 +0.2%
CW
1155
CreativeOne Wealth
Kansas
$234K +$234K +477 New
CCMG
1156
Clark Capital Management Group
Pennsylvania
$233K -$23.6K -48 -9%
BWP
1157
BSW Wealth Partners
Colorado
$232K -$9.83K -20 -4%
APG
1158
Abacus Planning Group
South Carolina
$232K – – –
FMTC
1159
Farmers & Merchants Trust Company
California
$231K -$13.3K -27 -5%
RFM
1160
Royal Fund Management
Florida
$231K – – –
MW
1161
Marcum Wealth
Ohio
$231K +$8.83K +18 +4%
GL
1162
Graypoint LLC
New York
$231K +$15.3K +31 +7%
BRWM
1163
B. Riley Wealth Management
Tennessee
$231K +$231K +471 New
PI
1164
PEAK6 Investments
Illinois
$228K +$228K +464 New
FHA
1165
Flagship Harbor Advisors
Massachusetts
$227K -$49.1K -100 -18%
AC
1166
Avestar Capital
New York
$227K +$227K +462 New
WP
1167
WMS Partners
Maryland
$227K +$227K +463 New
SL
1168
Salomon & Ludwin
Virginia
$226K – – –
AAP
1169
Arax Advisory Partners
Colorado
$226K +$226K +460 New
SRC
1170
Sage Rhino Capital
California
$225K – – –
H6H
1171
Hightower 6M Holding
Kansas
$225K +$225K +459 New
WP
1172
WealthSource Partners
California
$224K -$86.6K -176 -28%
DA
1173
DSC Advisors
Illinois
$224K +$224K +455 New
SOW
1174
State of Wyoming
Wyoming
$223K -$274K -557 -55%
OWA
1175
Outlook Wealth Advisors
Texas
$223K -$4.42K -9 -2%
45 46
47
48 49