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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1226
Avior Wealth Management
Nebraska
$261K – – –
TF
1227
Trek Financial
Arizona
$260K -$69.8K -136 -21%
OPA
1228
Old Port Advisors
Maine
$258K – – –
KA
1229
Kozak & Associates
Colorado
$258K +$512 +1 +0.2%
CWM
1230
CCG Wealth Management
California
$256K -$14.9K -29 -5%
PP
1231
Patron Partners
Texas
$255K -$10.3K -20 -4%
RT
1232
Rockland Trust
Massachusetts
$254K -$16.4K -32 -6%
GIA
1233
Guyasuta Investment Advisors
Pennsylvania
$252K +$15.4K +30 +6%
FPWM
1234
FSB Premier Wealth Management
Iowa
$252K +$252K +491 New
HCA
1235
Harbour Capital Advisors
Virginia
$251K – – –
SDAM
1236
Shulman DeMeo Asset Management
New York
$249K – – –
FAM
1237
Formidable Asset Management
Ohio
$249K – – –
MIC
1238
Meridian Investment Counsel
California
$249K – – –
OWM
1239
Orgel Wealth Management
Wisconsin
$249K – – –
Koshinski Asset Management
1240
Koshinski Asset Management
Illinois
$248K +$248K +484 New
WP
1241
WMS Partners
Maryland
$244K +$513 +1 +0.2%
JSW
1242
Journey Strategic Wealth
New Jersey
$244K +$244K +476 New
IP
1243
Ignite Planners
California
$243K +$243K +493 New
APG
1244
Abacus Planning Group
South Carolina
$243K – – –
CAM
1245
Carret Asset Management
New York
$241K +$12.8K +25 +6%
OWA
1246
Outlook Wealth Advisors
Texas
$239K – – –
FPCG
1247
Forum Private Client Group
Indiana
$239K -$10.3K -20 -4%
CFO
1248
CVA Family Office
Colorado
$239K +$5.13K +10 +2%
CT
1249
Colonial Trust
South Carolina
$238K +$45.7K +89 +24%
HH
1250
Hilltop Holdings
Texas
$236K -$1.03K -2 -0.4%
48 49
50
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