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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
$1.14B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.12B
3
DZ Bank
DZ Bank
Germany
$352M
4
TPI
Tesco Pension Investment
United Kingdom
$221M
5
Capital International Investors
Capital International Investors
California
$2.61B

Top Sellers

1
AS
Altshuler Shaham
Israel
$2.14M
2
VVP
Vulcan Value Partners
Alabama
$0
3
UBS AM
UBS AM
Illinois
$523M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$65.1M
5
AQR Capital Management
AQR Capital Management
Connecticut
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
1301
Webster Bank
Connecticut
$19K +$19K +40 New
FCA
1302
FinTrust Capital Advisors
South Carolina
$18K +$18K +39 New
DFCM
1303
Dark Forest Capital Management
Puerto Rico
$17K -$133K -282 -89%
SFM
1304
Systematic Financial Management
New Jersey
$17K – – –
MG
1305
MilWealth Group
Wisconsin
$16.7K – – –
CAM
1306
ClariVest Asset Management
California
$16K +$970 +2 +6%
M
1307
MOTCO
Texas
$15K – – –
RE
1308
RBC Europe
United Kingdom
$14K – – –
NSB
1309
Norway Savings Bank
Maine
$14K – – –
CA
1310
Cornerstone Advisory
Maryland
$14K +$14K +30 New
AIP
1311
Ahrens Investment Partners
Louisiana
$14K +$14K +30 New
NC
1312
NewSquare Capital
Pennsylvania
$13K – – –
TIM
1313
Tortoise Investment Management
New York
$13K – – –
BWL
1314
Bogart Wealth LLC
Virginia
$13K – – –
AWM
1315
Accel Wealth Management
Iowa
$13K – – –
SWM
1316
Sugarloaf Wealth Management
Georgia
$12K – – –
OF
1317
Outfitter Financial
Maine
$12K +$12K +25 New
MBFW
1318
Morton Brown Family Wealth
Pennsylvania
$10K +$10K +22 New
NICM
1319
Neo Ivy Capital Management
New York
$9K -$274K -579 -97%
RCG
1320
Rock Creek Group
District of Columbia
$9K -$10.4K -23 -53%
HWA
1321
HHM Wealth Advisors
Tennessee
$9K – – –
ME
1322
McIlrath & Eck
Washington
$9K – – –
APC
1323
Aspire Private Capital
North Carolina
$9K +$3.6K +8 +67%
GC
1324
Globeflex Capital
California
$8K – – –
LF
1325
Lee Financial
Texas
$8K +$941 +2 +13%
51 52
53
54 55