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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 %
GI
1351
Gradient Investments
Minnesota
$2K – – –
JFA
1352
JNBA Financial Advisors
Minnesota
$2K – – –
TFGT
1353
TS Financial Group (TSFG)
Illinois
$2K +$2K +4 New
EIP
1354
Ellis Investment Partners
Pennsylvania
$2K +$2K +5 New
CWS
1355
Confluence Wealth Services
Pennsylvania
$2K +$2K +5 New
LTI
1356
Laffer Tengler Investments
Tennessee
$1.41K – – –
BA
1357
Bellwether Advisors
Nebraska
$1K -$1K -4 -50%
TFM
1358
TFC Financial Management
Massachusetts
$1K – – –
AW
1359
Avion Wealth
Texas
$1K – – –
CAL
1360
Capital Advisors Ltd
Ohio
$1K +$1K +2 New
NSIM
1361
North Star Investment Management
Illinois
$1K +$1K +3 New
WA
1362
WestEnd Advisors
North Carolina
$927 +$927 +2 New
BIM
1363
Baldwin Investment Management
Pennsylvania
$669 – – –
BBHC
1364
Brown Brothers Harriman & Co
New York
$193 -$65 -141 -25%
CP
1365
Castleview Partners
Texas
$36 +$36 +16,687 New
VVP
1366
Vulcan Value Partners
Alabama
– -$436M -1,168,878 Closed
FP
1367
FPR Partners
California
– -$115M -308,223 Closed
O
1368
OrbiMed
New York
– -$77.2M -207,100 Closed
Nisa Investment Advisors
1369
Nisa Investment Advisors
Missouri
– -$42.4K -113,627 Closed
GCM
1370
Glenview Capital Management
New York
– -$32.8M -88,011 Closed
ACI
1371
AMP Capital Investors
Australia
– -$31.4M -84,269 Closed
FTCM
1372
Fir Tree Capital Management
New York
– -$22.7M -60,932 Closed
MSE
1373
MUFG Securities EMEA
United Kingdom
– -$18.6M -50,000 Closed
PC
1374
PointState Capital
New York
– -$14M -37,500 Closed
LMIM
1375
Lockheed Martin Investment Management
Maryland
– -$7.98M -21,400 Closed
53 54
55
56 57