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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 %
SRC
1251
Sage Rhino Capital
California
$235K – – –
First Manhattan
1252
First Manhattan
New York
$235K +$52.3K +102 +29%
MCM
1253
Manchester Capital Management
Vermont
$234K +$5.64K +11 +2%
HFS
1254
Heritage Financial Services
Massachusetts
$233K +$6.67K +13 +3%
PFM
1255
Phillips Financial Management
Indiana
$232K +$5.64K +11 +2%
IAS
1256
Insigneo Advisory Services
Florida
$232K +$232K +453 New
TIA
1257
Trust Investment Advisors
Indiana
$232K – – –
CF
1258
Cantor Fitzgerald
New York
$231K -$2.57K -5 -1%
GBT
1259
Grove Bank & Trust
Florida
$231K – – –
PC
1260
Pecaut & Co
Iowa
$231K – – –
PWMG
1261
Provence Wealth Management Group
California
$231K +$231K +450 New
FHA
1262
Flagship Harbor Advisors
Massachusetts
$229K +$229K +447 New
AA
1263
Addison Advisors
Vermont
$229K +$15.9K +31 +7%
AIM
1264
Aspen Investment Management
Michigan
$229K -$55.5K -108 -19%
APW
1265
Aurora Private Wealth
New Jersey
$228K -$76.9K -150 -25%
AWE
1266
Avidian Wealth Enterprises
Texas
$228K +$228K +444 New
TFA
1267
Triad Financial Advisors
North Carolina
$227K +$227K +442 New
SEM
1268
Strategic Equity Management
Arizona
$227K -$37.4K -73 -14%
GAM
1269
Gemmer Asset Management
California
$227K +$227K +442 New
BG
1270
Bahl & Gaynor
Ohio
$227K +$227K +442 New
KOC
1271
Koss-Olinger Consulting
Florida
$225K -$132K -257 -37%
CIC
1272
Carnegie Investment Counsel
Ohio
$224K -$2.57K -5 -1%
IDA
1273
Intelligence Driven Advisers
California
$224K -$2.85K -6 -1%
AWP
1274
Accretive Wealth Partners
New Jersey
$223K -$78.5K -153 -26%
DOA
1275
D'Orazio & Associates
Virginia
$223K -$10.8K -21 -5%
49 50
51
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