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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 %
BFM
1301
Boston Financial Management
Massachusetts
$207K +$207K +404 New
BCMO
1302
Buckingham Capital Management (Ohio)
Ohio
$207K +$207K +404 New
CFA
1303
Compass Financial Advisors
Indiana
$207K +$207K +404 New
AP
1304
Appleton Partners
Massachusetts
$206K +$206K +401 New
PFM
1305
Patton Fund Management
Texas
$206K +$206K +402 New
AB
1306
Atlas Brown
Kentucky
$206K +$206K +401 New
CCM
1307
Carlson Capital Management
Minnesota
$205K +$205K +400 New
ET
1308
Equitable Trust
Tennessee
$205K +$205K +400 New
WI
1309
Wedgewood Investors
Pennsylvania
$205K +$205K +400 New
WAM
1310
Wallington Asset Management
Indiana
$205K +$205K +400 New
AGC
1311
Aspen Grove Capital
Colorado
$204K +$204K +398 New
MPW
1312
Monterey Private Wealth
California
$204K -$29.2K -57 -13%
BFAG
1313
Blackston Financial Advisory Group
Florida
$202K – – –
CFSG
1314
Clark Financial Services Group
Missouri
$202K +$202K +393 New
MCWS
1315
McKinley Carter Wealth Services
West Virginia
$202K +$202K +393 New
IA
1316
IFG Advisory
Georgia
$201K +$201K +392 New
FMTC
1317
Farmers & Merchants Trust Company
California
$200K +$200K +390 New
HDIM
1318
Hanson & Doremus Investment Management
Vermont
$196K – – –
HFM
1319
Hartford Financial Management
Connecticut
$195K – – –
BAM
1320
Byrne Asset Management
New Jersey
$190K – – –
DAM
1321
Delta Asset Management
Tennessee
$190K +$190K +370 New
LC
1322
Lindbrook Capital
California
$189K +$31.8K +62 +20%
MCM
1323
MV Capital Management
Maryland
$186K +$3.59K +7 +2%
BEI
1324
Benjamin Edwards Inc
Missouri
$182K +$60.7K +118 +50%
CFFP
1325
Center for Financial Planning
Michigan
$179K – – –
51 52
53
54 55