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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 %
SWA
1501
SOA Wealth Advisors
New York
$5.68K -$1.03K -2 -15%
CB
1502
CNB Bank
Pennsylvania
$5.64K – – –
NSIM
1503
North Star Investment Management
Illinois
$5.64K +$5.64K +11 New
CA
1504
Corrado Advisors
New Jersey
$5.13K +$5.13K +10 New
CWA
1505
Carolina Wealth Advisors
South Carolina
$5K – – –
BWA
1506
Boulder Wealth Advisors
Colorado
$5K +$5K +10 New
NMG
1507
New Millennium Group
Utah
$4.69K +$3.13K +6 +200%
OLVIG
1508
Oliver Lagore Vanvalin Investment Group
Michigan
$4.1K -$1.54K -3 -27%
TWI
1509
Thomas White International
Illinois
$4.1K – – –
GFWA
1510
Grey Fox Wealth Advisors
Delaware
$4.1K +$4.1K +8 New
HBW
1511
Hazlett, Burt & Watson
West Virginia
$4K – – –
ECM
1512
Everence Capital Management
Indiana
$3.85K +$97 +190 +3%
GWSA
1513
Global Wealth Strategies & Associates
Colorado
$3.59K +$3.59K +7 New
RA
1514
Rise Advisors
New York
$3.38K – – –
AFG
1515
Albion Financial Group
Utah
$3.08K – – –
BCMLT
1516
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.08K +$1.03K +2 +50%
IGWM
1517
ICA Group Wealth Management
Colorado
$3.08K +$3.08K +6 New
FGAM
1518
Financial Gravity Asset Management
Texas
$2.89K -$38.1K -6,751 -93%
JFA
1519
JNBA Financial Advisors
Minnesota
$2.57K – – –
DCM
1520
Davidson Capital Management
Texas
$2.57K +$2.57K +5 New
MYAM
1521
Meiji Yasuda Asset Management
Japan
$2.18K +$735 +1,432 +51%
HWP
1522
Highline Wealth Partners
California
$2.05K – – –
RFS
1523
Retirement Financial Solutions
Tennessee
$2.05K +$2.05K +4 New
TWD
1524
True Wealth Design
Ohio
$2.05K +$2.05K +4 New
LSA
1525
Lansing Street Advisors
Pennsylvania
$2.05K +$2.05K +4 New
59 60
61
62 63