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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 %
LC
1201
Lindbrook Capital
California
$108K +$6.05K +13 +6%
UFF
1202
USA Financial Formulas
Michigan
$108K +$90.5K +196 +516%
WWM
1203
Wolff Wiese Magana
California
$107K -$49.8K -107 -32%
SWA
1204
SOA Wealth Advisors
New York
$106K – – –
TF
1205
TimeScale Financial
Massachusetts
$104K +$22.8K +49 +28%
EW
1206
Evoke Wealth
California
$102K +$58.9K +127 +137%
BAM
1207
Barrett Asset Management
New York
$98K +$98K +212 New
PMFA
1208
Plante Moran Financial Advisors
Michigan
$96K -$3.69K -8 -4%
RDFA
1209
Ritter Daniher Financial Advisory
Ohio
$94K – – –
TCM
1210
Tradewinds Capital Management
Washington
$93K +$93K +200 New
MAM
1211
Mystic Asset Management
Rhode Island
$93K +$93K +201 New
IBOK
1212
Independence Bank of Kentucky
Kentucky
$92K – – –
SWM
1213
Selective Wealth Management
Virginia
$92K – – –
FCFS
1214
First Command Financial Services
Texas
$83K – – –
OIA
1215
Optimum Investment Advisors
Illinois
$83K – – –
C
1216
Covestor
United Kingdom
$83K +$83K +178 New
TFP
1217
Tilia Fiduciary Partners
North Carolina
$83K +$83K +180 New
AA
1218
AlphaMark Advisors
Kentucky
$81K – – –
MTIC
1219
Missouri Trust & Investment Company
Missouri
$81K +$81K +175 New
HFM
1220
Harvest Fund Management
China
$80K – – –
JWM
1221
Janiczek Wealth Management
Colorado
$80K +$36.1K +78 +82%
ODG
1222
O'Dell Group
Ohio
$77K – – –
SC
1223
Stephens Consulting
Michigan
$76K +$76K +164 New
GGI
1224
Godsey & Gibb Inc
Virginia
$75K +$75K +162 New
AWM
1225
AllSquare Wealth Management
New York
$74K – – –
47 48
49
50 51