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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 %
AWA
1201
Arkadios Wealth Advisors
Georgia
$209K -$10.8K -22 -5%
1WA
1202
180 Wealth Advisors
Washington
$209K +$209K +404 New
BCMO
1203
Buckingham Capital Management (Ohio)
Ohio
$209K +$209K +425 New
GIM
1204
Goelzer Investment Management
Indiana
$209K +$209K +426 New
PFBT
1205
Parkside Financial Bank & Trust
Missouri
$208K -$51.6K -105 -20%
Cohen & Steers
1206
Cohen & Steers
New York
$207K – – –
TFA
1207
Triad Financial Advisors
North Carolina
$207K +$207K +422 New
Parallax Volatility Advisers
1208
Parallax Volatility Advisers
California
$206K +$206K +419 New
FWM
1209
Fingerlakes Wealth Management
New York
$206K +$206K +420 New
CIC
1210
Carnegie Investment Counsel
Ohio
$206K +$206K +420 New
BI
1211
Ballast Inc
Kentucky
$206K +$206K +421 New
SFG
1212
StrategIQ Financial Group
Indiana
$205K +$205K +417 New
WT
1213
Washington Trust
Rhode Island
$204K – – –
RIA
1214
Realta Investment Advisors
Delaware
$204K +$204K +414 New
RCWM
1215
Royal Capital Wealth Management
Indiana
$204K +$204K +416 New
AP
1216
Adero Partners
California
$201K +$201K +408 New
FWM
1217
Fairhaven Wealth Management
Illinois
$201K +$201K +410 New
PFM
1218
Phillips Financial Management
Indiana
$201K +$201K +410 New
FF
1219
FourThought Financial
Florida
$200K – – –
CBT
1220
Central Bank & Trust
Kentucky
$196K -$319K -649 -62%
LFG
1221
Larson Financial Group
Missouri
$193K – – –
HFM
1222
Hartford Financial Management
Connecticut
$187K +$148K +300 +375%
BAM
1223
Byrne Asset Management
New Jersey
$182K – – –
DWMG
1224
DB Wealth Management Group
California
$179K -$30.9K -63 -15%
First Manhattan
1225
First Manhattan
New York
$174K -$48.9K -100 -22%
47 48
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