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Elevance Health
ELV

Overview Fund Activity

1,430 hedge funds and large institutions have $103B invested in Elevance Health in 2022 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 521 increasing their positions, 513 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,430
Holders Change
+21
Holders Change %
+1.49%
% of All Funds
24.18%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
1.15%
New
136
Increased
521
Reduced
513
Closed
94
Calls
$572M
Puts
$566M
Net Calls
+$5.79M
Net Calls Change
+$38.9M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$639M
2
Morgan Stanley
Morgan Stanley
New York
+$473M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$377M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$338M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$501M
2
Artisan Partners
Artisan Partners
Wisconsin
-$394M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$359M
4
AWA
Aaron Wealth Advisors
Illinois
-$321M
5
OAG
Orbis Allan Gray
Bermuda
-$261M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1326
IAG Wealth Partners
Wisconsin
$50K – – –
FMII
1327
Farmers & Merchants Investments Inc
Nebraska
$50K – – –
SC
1328
Siena Capital
Ohio
$48K – – –
AIM
1329
Arcadia Investment Management
Michigan
$48K – – –
FFC
1330
First Financial Corp
Indiana
$48K – – –
JFGIW
1331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K +$2.4K +5 +5%
CT
1332
Cambridge Trust
Massachusetts
$45K -$11.3K -23 -20%
S
1333
Surevest
California
$45K – – –
FMP
1334
Financial Management Professionals
Texas
$45K – – –
COCM
1335
Charter Oak Capital Management
New Hampshire
$42K – – –
TSWM
1336
Tyler-Stone Wealth Management
Ohio
$42K – – –
FMB
1337
Field & Main Bank
Kentucky
$42K +$20K +41 +91%
MA
1338
MCF Advisors
Kentucky
$40K +$482 +1 +1%
TFA
1339
Toth Financial Advisory
Virginia
$40K +$4.29K +9 +12%
MUMSS
1340
Mitsubishi UFJ Morgan Stanley Securities
Japan
$39K – – –
BWM
1341
Baystate Wealth Management
Massachusetts
$36K – – –
CH
1342
Canton Hathaway
Rhode Island
$36K – – –
CA
1343
Crewe Advisors
Utah
$36K +$36K +75 New
BONH
1344
Bank of New Hampshire
New Hampshire
$34K -$17K -35 -33%
LWANC
1345
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
CWC
1346
Carolinas Wealth Consulting
North Carolina
$34K – – –
EL
1347
EMFO LLC
Florida
$34K – – –
GWSG
1348
GPS Wealth Strategies Group
Colorado
$34K +$34K +70 New
CYG
1349
Clean Yield Group
Vermont
$33K – – –
OAJ
1350
Ogorek Anthony Joseph
New York
$32K – – –
52 53
54
55 56