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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 %
LF
1376
Lee Financial
Texas
$7K -$933 -2 -12%
SC
1377
Schubert & Co
Texas
$7K +$933 +2 +15%
APC
1378
Aspire Private Capital
North Carolina
$6K -$4K -8 -40%
LWA
1379
Lenox Wealth Advisors
New York
$6K -$1.64K -3 -21%
BWA
1380
BDO Wealth Advisors
Florida
$6K – – –
PAI
1381
Pittenger & Anderson Inc
Nebraska
$6K – – –
CB
1382
CNB Bank
Pennsylvania
$5K – – –
ACK
1383
Andrew C. Karlinski
$5K – – –
HWMA
1384
Heritage Wealth Management (Arizona)
Arizona
$5K +$5K +10 New
ED
1385
Exane Derivatives
France
$4.91K – – –
RIM
1386
Rockbridge Investment Management
New York
$4.49K – – –
EC
1387
Elequin Capital
New York
$4K -$889 -2 -18%
CWA
1388
Carolina Wealth Advisors
South Carolina
$4K – – –
TWI
1389
Thomas White International
Illinois
$4K – – –
OLVIG
1390
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4K +8 New
HBW
1391
Hazlett, Burt & Watson
West Virginia
$4K +$4K +8 New
AFS
1392
Annapolis Financial Services
Maryland
$4K +$4K +9 New
BC
1393
Burleson & Co
California
$3K -$60K -100 -95%
AFG
1394
Albion Financial Group
Utah
$3K -$3K -6 -50%
AWM
1395
Avior Wealth Management
Nebraska
$3K – – –
RA
1396
Rise Advisors
New York
$3K – – –
CWM
1397
Curi Wealth Management
North Carolina
$3K – – –
CAL
1398
Capital Advisors Ltd
Ohio
$3K +$2K +4 +200%
FGAM
1399
Financial Gravity Asset Management
Texas
$2.86K -$443 -1,370 -13%
LTI
1400
Laffer Tengler Investments
Tennessee
$2.48K +$994 +2 +67%
54 55
56
57 58