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Elevance Health
ELV

Overview Fund Activity

1,436 hedge funds and large institutions have $96.8B invested in Elevance Health in 2022 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 563 increasing their positions, 492 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,436
Holders Change
+6
Holders Change %
+0.42%
% of All Funds
24.83%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
1.09%
New
112
Increased
563
Reduced
492
Closed
89
Calls
$614M
Puts
$646M
Net Calls
-$31.7M
Net Calls Change
-$37.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.88B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.06B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$291M
4
Amundi
Amundi
France
$629M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$457M

Top Sellers

1
DZ Bank
DZ Bank
Germany
$30.3M
2
BlackRock
BlackRock
New York
$9.56B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.18B
4
Bank of America
Bank of America
North Carolina
$1.9B
5
SCM
Steadfast Capital Management
New York
$61.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1501
Lake Street Private Wealth
Illinois
– -$211K -438 Closed
DPI
1502
Diversified Portfolios Inc
Michigan
– -$210K -436 Closed
SG
1503
Stonnington Group
California
– -$206K -430 Closed
TFA
1504
Triad Financial Advisors
North Carolina
– -$208K -430 Closed
GIM
1505
Goelzer Investment Management
Indiana
– -$206K -426 Closed
BI
1506
Ballast Inc
Kentucky
– -$203K -421 Closed
SFG
1507
StrategIQ Financial Group
Indiana
– -$201K -417 Closed
RCWM
1508
Royal Capital Wealth Management
Indiana
– -$201K -416 Closed
APP
1509
Alpha Paradigm Partners
Illinois
– -$199K -412 Closed
AIL
1510
AGF Investments LLC
Ontario, Canada
– -$163K -337 Closed
TCWM
1511
Total Clarity Wealth Management
Illinois
– -$145K -300 Closed
CWM
1512
Curi Wealth Management
North Carolina
– -$82K -170 Closed
VRM
1513
Vectors Research Management
New York
– -$71K -147 Closed
TAIM
1514
TD Ameritrade Investment Management
Nebraska
– -$65K -134 Closed
SFG
1515
Steward Financial Group
Texas
– -$54K -112 Closed
CA
1516
CoreCap Advisors
Michigan
– -$51K -105 Closed
COCM
1517
Charter Oak Capital Management
New Hampshire
– -$42K -87 Closed
CH
1518
Canton Hathaway
Rhode Island
– -$36K -74 Closed
GKIM
1519
GW&K Investment Management
Massachusetts
– -$12K -24 Closed
TWP
1520
TFO Wealth Partners
Ohio
– -$10K -20 Closed
HWA
1521
HHM Wealth Advisors
Tennessee
– -$10K -20 Closed
RIM
1522
Rockbridge Investment Management
New York
– -$4.34K -9 Closed
AIP
1523
Ahrens Investment Partners
Louisiana
– -$2K -5 Closed
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