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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 %
CWA
1326
Core Wealth Advisors
Florida
$8K +$8K +18 New
FP
1327
Financial Perspectives
Minnesota
$7.42K – – –
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
EWM
1329
Edge Wealth Management
New York
$6K – – –
Optiver Holding
1330
Optiver Holding
Netherlands
$6K – – –
BWA
1331
BDO Wealth Advisors
Florida
$6K +$2.31K +5 +63%
AFG
1332
Albion Financial Group
Utah
$6K +$6K +12 New
LWA
1333
Lenox Wealth Advisors
New York
$6K +$5.57K +13 +1,300%
PAI
1334
Pittenger & Anderson Inc
Nebraska
$6K +$6K +13 New
SC
1335
Schubert & Co
Texas
$6K +$6K +13 New
CB
1336
CNB Bank
Pennsylvania
$5K +$5K +11 New
EC
1337
Elequin Capital
New York
$5K +$5K +11 New
ACK
1338
Andrew C. Karlinski
$5K +$5K +11 New
ED
1339
Exane Derivatives
France
$4.64K -$89.9K -194 -95%
CWA
1340
Carolina Wealth Advisors
South Carolina
$4K – – –
RIM
1341
Rockbridge Investment Management
New York
$4K – – –
TWI
1342
Thomas White International
Illinois
$4K – – –
FGAM
1343
Financial Gravity Asset Management
Texas
$3.28K +$3.28K +10,208 New
RA
1344
Rise Advisors
New York
$3.02K +$3.02K +7 New
AWM
1345
Avior Wealth Management
Nebraska
$3K – – –
TCWM
1346
Total Clarity Wealth Management
Illinois
$3K +$3K +6 New
TH
1347
TCTC Holdings
Texas
$3K +$3K +6 New
CWM
1348
Curi Wealth Management
North Carolina
$3K +$3K +7 New
WFS
1349
Widmann Financial Services
Maryland
$3K +$3K +7 New
MAM
1350
McCarthy Asset Management
California
$2K -$2K -5 -50%
52 53
54
55 56