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Elevance Health
ELV

Overview Fund Activity

1,409 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 524 increasing their positions, 481 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,409
Holders Change
+45
Holders Change %
+3.3%
% of All Funds
22.3%
Holding in Top 10
66
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+29.41%
% of All Funds
1.04%
New
148
Increased
524
Reduced
481
Closed
93
Calls
$433M
Puts
$466M
Net Calls
-$33.1M
Net Calls Change
+$100M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$914M
2
Bank of America
Bank of America
North Carolina
+$638M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$332M
4
Capital International Investors
Capital International Investors
California
+$311M
5
Ameriprise
Ameriprise
Minnesota
+$217M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$335M
3
Marshall Wace
Marshall Wace
United Kingdom
-$226M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$201M
5
Franklin Resources
Franklin Resources
California
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
1351
Howe & Rusling
New York
$20K – – –
FAG
1352
Fortitude Advisory Group
Washington
$20K +$20K +40 New
FCA
1353
FinTrust Capital Advisors
South Carolina
$19K – – –
ANBT
1354
American National Bank & Trust
Texas
$19K +$19K +38 New
SFM
1355
Systematic Financial Management
New Jersey
$18K – – –
MG
1356
MilWealth Group
Wisconsin
$17.7K – – –
ZIG
1357
Zullo Investment Group
Pennsylvania
$17K -$7.5K -15 -31%
NFSG
1358
Newbridge Financial Services Group
Florida
$17K -$5K -10 -23%
BHWM
1359
Beaird Harris Wealth Management
Texas
$16K +$16K +33 New
RE
1360
RBC Europe
United Kingdom
$15K – – –
NSB
1361
Norway Savings Bank
Maine
$15K – – –
AWM
1362
Accel Wealth Management
Iowa
$14K – – –
TIM
1363
Tortoise Investment Management
New York
$14K – – –
BWL
1364
Bogart Wealth LLC
Virginia
$14K – – –
CI
1365
Cordant Inc
Oregon
$13K +$13K +26 New
SWM
1366
Sugarloaf Wealth Management
Georgia
$12K – – –
CAGAS
1367
Capital Advisory Group Advisory Services
Minnesota
$11K +$11K +23 New
ME
1368
McIlrath & Eck
Washington
$10K – – –
HWA
1369
HHM Wealth Advisors
Tennessee
$10K – – –
GC
1370
Globeflex Capital
California
$9K – – –
MSFP
1371
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
GKIM
1372
GW&K Investment Management
Massachusetts
$8K +$8K +16 New
DI
1373
Disciplined Investments
Oklahoma
$8K +$8K +17 New
FP
1374
Financial Perspectives
Minnesota
$7.86K – – –
MBFW
1375
Morton Brown Family Wealth
Pennsylvania
$7K -$4K -8 -36%
53 54
55
56 57