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Elevance Health
ELV

1,548 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, 539 increasing their positions, 561 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 86

12% more capital invested

Capital invested by funds: $96.9B → $108B (+$11.3B)

7% more funds holding

Funds holding: 1,445 → 1,548 (+103)

6% more funds holding in top 10

Funds holding in top 10: 63 → 67 (+4)

0.08% more ownership

Funds ownership: 89.11% → 89.19% (+0.08%)

4% less repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 561

14% less call options, than puts

Call options by funds: $573M | Put options by funds: $667M

Holders
1,548
Holders Change
+103
Holders Change %
+7.13%
% of All Funds
24.88%
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
539
Reduced
561
Closed
86
Calls
$573M
Puts
$667M
Net Calls
-$94.1M
Net Calls Change
-$62.4M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.01B
2
GQG Partners
GQG Partners
Florida
+$493M
3
Amundi
Amundi
France
+$266M
4
BlackRock
BlackRock
New York
+$257M
5
Morgan Stanley
Morgan Stanley
New York
+$236M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$603M
2
Bank of America
Bank of America
North Carolina
-$459M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$283M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$236M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$220M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1526
JNBA Financial Advisors
Minnesota
$2.56K – – –
DCM
1527
Davidson Capital Management
Texas
$2.56K +$2.54K +5 New
MYAM
1528
Meiji Yasuda Asset Management
Japan
$2.18K +$727K +1,432 +51%
HWP
1529
Highline Wealth Partners
California
$2.05K – – –
LSA
1530
Lansing Street Advisors
Pennsylvania
$2.05K +$2.03K +4 New
RFS
1531
Retirement Financial Solutions
Tennessee
$2.05K +$2.03K +4 New
TWD
1532
True Wealth Design
Ohio
$2.05K +$2.03K +4 New
BA
1533
Bellwether Advisors
Nebraska
$2.05K -$508 -1 -20%
TFGT
1534
TS Financial Group (TSFG)
Illinois
$2K – – –
ST
1535
Sageworth Trust
Pennsylvania
$2K +$1.52K +3 New
FSWA
1536
Financial Synergies Wealth Advisors
Texas
$1.54K -$78.7K -155 -98%
WA
1537
WestEnd Advisors
North Carolina
$1.54K – – –
ITIM
1538
Indiana Trust & Investment Management
Indiana
$1.09K +$170K +334 +19%
GEA
1539
Glen Eagle Advisors
New Jersey
$1.03K +$1.01K +2 New
TFM
1540
TFC Financial Management
Massachusetts
$1.03K – – –
DWA
1541
Delos Wealth Advisors
Texas
$1.03K – – –
FWA
1542
Freedom Wealth Alliance
Wisconsin
$1.03K +$1.01K +2 New
AW
1543
Avion Wealth
Texas
$1K – – –
CAL
1544
Capital Advisors Ltd
Ohio
$1K +$100K +197 +2,189%
BC
1545
Burleson & Co
California
$649 – – –
HF
1546
Halpern Financial
Virginia
$513 +$508 +1 New
TWP
1547
TFO Wealth Partners
Ohio
$372 +$6.09K +12 New
CMP
1548
Coston McIsaac & Partners
Maine
$76 – – –
Capital World Investors
1549
Capital World Investors
California
– -$181M -398,294 Closed
APM
1550
Avidity Partners Management
Texas
– -$94.3M -207,600 Closed
60 61
62
63 64

ELV Hedge Fund Activity: Q4 2022 in Review

1,548 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2022, worth a combined $108B — up 12% from $96.9B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new ELV positions and 86 closed out — a net gain of 129 holders — while 539 added to existing stakes and 561 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Capital International Investors, cutting an estimated $603M.

  • 1,548 institutional investors held Elevance Health (ELV) as of Q4 2022, up from 1,445 in Q3 2022.
  • Funds reported $108B of Elevance Health stock for Q4 2022, up 12% quarter-over-quarter.
  • 215 funds opened new Elevance Health positions in Q4 2022 and 86 closed out, a net change of +129 holders.
  • The largest Elevance Health buyer in Q4 2022 was T. Rowe Price Associates, an estimated $1.01B added.
  • The largest Elevance Health seller in Q4 2022 was Capital International Investors, an estimated $603M sold.

Based on aggregated 13F filings for Q4 2022.