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Elevance Health
ELV

Overview Fund Activity

1,430 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 521 increasing their positions, 513 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
24.18%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.15%
New
136
Increased
521
Reduced
513
Closed
94
Calls
$572M
Puts
$566M
Net Calls
+$5.79M
Net Calls Change
+$38.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$639M
2
Morgan Stanley
Morgan Stanley
New York
+$473M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$377M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$501M
2
Artisan Partners
Artisan Partners
Wisconsin
-$394M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$359M
4
AWA
Aaron Wealth Advisors
Illinois
-$321M
5
OAG
Orbis Allan Gray
Bermuda
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1151
CCG Wealth Management
California
$262K +$5.31K +11 +2%
PCP
1152
Proficio Capital Partners
Massachusetts
$262K +$15.9K +33 +6%
AAS
1153
Annex Advisory Services
Wisconsin
$261K -$10.1K -21 -4%
WAM
1154
Watershed Asset Management
California
$260K -$32.4K -67 -11%
MC
1155
Machina Capital
France
$258K +$258K +534 New
AGA
1156
Accuvest Global Advisors
Utah
$257K -$19.3K -40 -7%
LWM
1157
Laidlaw Wealth Management
New York
$257K +$13.5K +28 +6%
RG
1158
Renaissance Group
Kentucky
$256K -$8.21K -17 -3%
OPA
1159
Old Port Advisors
Maine
$254K – – –
BWP
1160
BSW Wealth Partners
Colorado
$254K +$26.5K +55 +12%
SPFA
1161
Summit Place Financial Advisors
New Jersey
$253K – – –
AIA
1162
AIMZ Investment Advisors
California
$252K -$25.6K -53 -9%
LFA
1163
Legacy Financial Advisors
Kentucky
$252K +$1.45K +3 +0.6%
Koshinski Asset Management
1164
Koshinski Asset Management
Illinois
$252K +$252K +523 New
ZF
1165
Zhang Financial
Michigan
$250K +$250K +518 New
SWIG
1166
Strategic Wealth Investment Group
Kentucky
$249K -$8.69K -18 -3%
SEM
1167
Strategic Equity Management
Arizona
$249K – – –
BOH
1168
Bank of Hawaii
Hawaii
$248K +$9.65K +20 +4%
PTC
1169
Philadelphia Trust Company
Pennsylvania
$247K – – –
WJWM
1170
Williams Jones Wealth Management
New York
$247K +$5.32K +11 +2%
MGIA
1171
Moneta Group Investment Advisors
Missouri
$246K +$246K +510 New
NL
1172
NWAM LLC
Washington
$245K -$97.1K -203 -28%
ATPW
1173
Ashton Thomas Private Wealth
Arizona
$245K +$245K +507 New
MCM
1174
Monument Capital Management
Virginia
$244K +$244K +506 New
KA
1175
Kozak & Associates
Colorado
$242K +$964 +2 +0.4%
45 46
47
48 49