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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 %
FCA
1476
FinTrust Capital Advisors
South Carolina
$18K – – –
MA
1477
MCF Advisors
Kentucky
$17.8K – – –
SC
1478
Schubert & Co
Texas
$17.4K +$2.57K +5 +17%
NSB
1479
Norway Savings Bank
Maine
$15.9K – – –
CPG
1480
Cornerstone Planning Group
New Jersey
$15.8K +$15.8K +33 New
PB
1481
Pinnacle Bancorp
Nebraska
$15K – – –
GI
1482
Gradient Investments
Minnesota
$14.4K -$15.9K -31 -53%
TIM
1483
Tortoise Investment Management
New York
$14.4K – – –
NF
1484
Norwood Financial
Pennsylvania
$12.8K – – –
ZIG
1485
Zullo Investment Group
Pennsylvania
$12.3K – – –
GA
1486
GoalVest Advisory
New York
$11.8K – – –
CASC
1487
Coppell Advisory Solutions Corp
Texas
$11.8K +$11.8K +23 New
CAS
1488
Coppell Advisory Solutions
Texas
$11.8K +$11.8K +23 New
DI
1489
Disciplined Investments
Oklahoma
$10.8K +$513 +1 +5%
ME
1490
McIlrath & Eck
Washington
$10.3K – – –
CB
1491
Centennial Bank
Arkansas
$9.75K +$9.75K +19 New
GJIA
1492
Glass Jacobson Investment Advisors
Maryland
$9.23K +$9.23K +18 New
FP
1493
Financial Perspectives
Minnesota
$8.21K – – –
MSFP
1494
Mark Sheptoff Financial Planning
Connecticut
$8.21K – – –
TCA
1495
Trifecta Capital Advisors
Illinois
$8.21K +$8.21K +16 New
BWA
1496
BDO Wealth Advisors
Florida
$7.79K -$25.5K -49 -77%
WWM
1497
Wolff Wiese Magana
California
$7.7K -$184K -359 -96%
MBFW
1498
Morton Brown Family Wealth
Pennsylvania
$7.18K -$1.54K -3 -18%
APC
1499
Aspire Private Capital
North Carolina
$6.22K – – –
IAA
1500
Independent Advisor Alliance
North Carolina
$5.93K +$21 +40 +0.3%
58 59
60
61 62