Elevance Health
1,419 hedge funds and large institutions have $105B invested in Elevance Health in 2022 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 526 increasing their positions, 486 reducing their positions, and 93 closing their positions.
60% more first-time investments, than exits
New positions opened: 149 | Existing positions closed: 93
29% more funds holding in top 10
Funds holding in top 10: 51 → 66 (+15)
7% more capital invested
Capital invested by funds: $98.4B → $105B (+$6.76B)
3% more funds holding
Funds holding: 1,373 → 1,419 (+46)
1.29% more ownership
Funds ownership: 88.2% → 89.49% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 526 | Existing positions reduced: 486
7% less call options, than puts
Call options by funds: $433M | Put options by funds: $466M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$850M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$593M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$309M |
| 4 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$304M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$290M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$479M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$312M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$226M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$187M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$180M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OF
1501
Outfitter Financial
Brunswick,
Maine
| – | -$12K | -25 | Closed |
|
|
NICM
1502
Neo Ivy Capital Management
New York
| – | -$9K | -19 | Closed |
|
|
CWAF
1503
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$8K | -18 | Closed |
|
1504
Optiver Holding
Amsterdam,
Netherlands
| – | -$6K | -17 | Closed |
|
|
EWM
1505
Edge Wealth Management
New York
| – | -$6K | -12 | Closed |
|
|
WFS
1506
Widmann Financial Services
Bowie,
Maryland
| – | -$3K | -7 | Closed |
|
|
TH
1507
TCTC Holdings
Dallas,
Texas
| – | -$3K | -6 | Closed |
|
|
TCWM
1508
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$3K | -6 | Closed |
|
|
CWS
1509
Confluence Wealth Services
Mcmurray,
Pennsylvania
| – | -$2K | -5 | Closed |
|
|
EIP
1510
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$2K | -5 | Closed |
|
|
NSIM
1511
North Star Investment Management
Chicago,
Illinois
| – | -$1K | -3 | Closed |
|
|
HCP
1512
Hexagon Capital Partners
Rogers,
Arkansas
| – | +$457 | +1 | New |
|
|
MAM
1513
Marquette Asset Management
Minneapolis,
Minnesota
| – | +$457 | +1 | New |
|
ELV Hedge Fund Activity: Q1 2022 in Review
1,419 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2022, worth a combined $105B — up 6.9% from $98.4B a quarter earlier.
Buyers outnumbered sellers: 149 funds opened new ELV positions and 93 closed out — a net gain of 56 holders — while 526 added to existing stakes and 486 trimmed.
The largest buyer was Vanguard Group, adding an estimated $850M. The largest seller was T. Rowe Price Associates, cutting an estimated $479M.
- 1,419 institutional investors held Elevance Health (ELV) as of Q1 2022, up from 1,373 in Q4 2021.
- Funds reported $105B of Elevance Health stock for Q1 2022, up 6.9% quarter-over-quarter.
- 149 funds opened new Elevance Health positions in Q1 2022 and 93 closed out, a net change of +56 holders.
- The largest Elevance Health buyer in Q1 2022 was Vanguard Group, an estimated $850M added.
- The largest Elevance Health seller in Q1 2022 was T. Rowe Price Associates, an estimated $479M sold.
Based on aggregated 13F filings for Q1 2022.