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Elevance Health
ELV

Overview Fund Activity

1,541 hedge funds and large institutions have $108B invested in Elevance Health in 2022 Q4 according to their latest regulatory filings, with 215 funds opening new positions, 538 increasing their positions, 556 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
+105
Holders Change %
+7.31%
% of All Funds
24.86%
Holding in Top 10
67
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.35%
% of All Funds
1.08%
New
215
Increased
538
Reduced
556
Closed
85
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.02B
2
GQG Partners
GQG Partners
Florida
+$498M
3
BlackRock
BlackRock
New York
+$260M
4
Amundi
Amundi
France
+$252M
5
Morgan Stanley
Morgan Stanley
New York
+$239M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$610M
2
Bank of America
Bank of America
North Carolina
-$464M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$286M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$238M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
1401
IAG Wealth Partners
Wisconsin
$53.3K – – –
KFI
1402
Key Financial Inc
Pennsylvania
$53.1K – – –
FMII
1403
Farmers & Merchants Investments Inc
Nebraska
$52.8K – – –
M
1404
MOTCO
Texas
$52.8K +$9.23K +18 +21%
KTC
1405
Kistler-Tiffany Companies
Pennsylvania
$51.8K -$26.7K -52 -34%
AIM
1406
Arcadia Investment Management
Michigan
$51.3K – – –
RFA
1407
Resurgent Financial Advisors
Georgia
$50.8K +$50.8K +99 New
PSB
1408
Piscataqua Savings Bank
New Hampshire
$50.3K – – –
JWA
1409
JFS Wealth Advisors
Pennsylvania
$48.2K +$513 +1 +1%
RFG
1410
RFP Financial Group
Georgia
$48.2K +$48.2K +94 New
PMFA
1411
Plante Moran Financial Advisors
Michigan
$47.7K -$27.2K -53 -36%
TSWM
1412
Tyler-Stone Wealth Management
Ohio
$45K – – –
HGERS
1413
Householder Group Estate & Retirement Specialist
Arizona
$42K – – –
BFPW
1414
BOK Financial Private Wealth
Colorado
$41K -$15.4K -30 -27%
R
1415
Rebalance
California
$39.1K +$39.1K +77 New
ECG
1416
Edge Capital Group
Georgia
$39K +$15.4K +30 +65%
Credit Agricole
1417
Credit Agricole
France
$39K +$39K +76 New
3IP
1418
3Chopt Investment Partners
Virginia
$38.5K +$38.5K +75 New
BWM
1419
Baystate Wealth Management
Massachusetts
$38K – – –
BONH
1420
Bank of New Hampshire
New Hampshire
$36K – – –
TAIM
1421
TD Ameritrade Investment Management
Nebraska
$36K +$36K +70 New
LWANC
1422
Laurel Wealth Advisors (North Carolina)
North Carolina
$35.9K – – –
EL
1423
EMFO LLC
Florida
$35.9K – – –
OWA
1424
One Wealth Advisors
California
$35.9K +$35.9K +70 New
AWM
1425
Abound Wealth Management
Tennessee
$35.4K -$5.64K -11 -14%
55 56
57
58 59