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Elevance Health
ELV

Overview Fund Activity

1,562 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 599 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-74
Holders Change %
-4.52%
% of All Funds
20.93%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.43%
New
142
Increased
590
Reduced
599
Closed
181
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$569M
2
Sanders Capital
Sanders Capital
Florida
+$448M
3
Capital International Investors
Capital International Investors
California
+$362M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$293M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$274M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$563M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$411M
3
BlackRock
BlackRock
New York
-$349M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$268M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$702M +$8.52M +21,892 +1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$652M -$45.6M -117,313 -7%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$613M -$4.04M -10,398 -0.7%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$573M +$19M +48,723 +3%
GQG Partners
30
GQG Partners
Florida
$569M +$569M +1,463,610 New
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$552M -$140M -359,142 -20%
AllianceBernstein
32
AllianceBernstein
Tennessee
$543M -$193M -496,069 -26%
Goldman Sachs
33
Goldman Sachs
New York
$542M +$46.5M +119,423 +9%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$541M +$119M +304,689 +28%
Franklin Resources
35
Franklin Resources
California
$515M -$25.3M -65,057 -5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$506M -$40.6M -104,255 -7%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$499M -$102M -261,407 -17%
Amundi
38
Amundi
France
$492M +$112M +320,023 +30%
BWA
39
Brave Warrior Advisors
New York
$432M -$182M -467,917 -30%
RCG
40
Ruane, Cunniff & Goldfarb
New York
$426M -$10.6M -27,265 -2%
Newport Trust Company
41
Newport Trust Company
District of Columbia
$407M -$8.18M -21,024 -2%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$392M -$49.9M -128,202 -11%
Boston Partners
43
Boston Partners
Massachusetts
$367M +$37.6M +97,890 +11%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$367M +$34.3M +88,186 +10%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$364M +$33.3M +85,590 +10%
MGP
46
M&G plc
United Kingdom
$362M +$52.1M +133,992 +17%
VAM
47
Veritas Asset Management
United Kingdom
$355M -$15.4M -39,545 -4%
First Trust Advisors
48
First Trust Advisors
Illinois
$333M +$60.4M +155,304 +22%
UBS Group
49
UBS Group
Switzerland
$329M -$34.8M -89,488 -10%
Deutsche Bank
50
Deutsche Bank
Germany
$315M +$1.17M +3,007 +0.4%
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