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Elevance Health
ELV

Overview Fund Activity

1,204 hedge funds and large institutions have $77.7B invested in Elevance Health in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 433 increasing their positions, 438 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+40
Holders Change %
+3.44%
% of All Funds
21.2%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.65%
New
126
Increased
433
Reduced
438
Closed
80
Calls
$571M
Puts
$656M
Net Calls
-$84.9M
Net Calls Change
+$15.4M

Top Buyers

1
RCG
Ruane, Cunniff & Goldfarb
New York
+$421M
2
Artisan Partners
Artisan Partners
Wisconsin
+$343M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$288M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$257M
5
EIG
EdgePoint Investment Group
Ontario, Canada
+$188M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$666M
2
Invesco
Invesco
Georgia
-$284M
3
DZ Bank
DZ Bank
Germany
-$246M
4
OAG
Orbis Allan Gray
Bermuda
-$186M
5
VVP
Vulcan Value Partners
Alabama
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
551
Hancock Whitney
Mississippi
$1.64M -$602K -1,678 -27%
VIM
552
Vista Investment Management
Pennsylvania
$1.63M -$20.8K -58 -1%
KMWM
553
Keudell/Morrison Wealth Management
Oregon
$1.61M +$127K +355 +9%
VFA
554
Valeo Financial Advisors
Indiana
$1.61M -$75.4K -210 -4%
NERM
555
New England Research & Management
Illinois
$1.59M +$1.59M +4,440 New
HB
556
Homrich & Berg
Georgia
$1.59M +$1.34M +3,734 +536%
OPPTF
557
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.59M +$44.8K +127 +3%
HWM
558
Hohimer Wealth Management
Washington
$1.58M +$42.7K +119 +3%
AII
559
AGF Investments Inc
Ontario, Canada
$1.55M -$14K -39 -0.9%
IA
560
IndexIQ Advisors
New York
$1.54M -$2.72M -7,569 -64%
SLI
561
Sumitomo Life Insurance
Japan
$1.53M -$1.26M -3,500 -45%
PAS
562
Park Avenue Securities
New York
$1.53M +$11.8K +33 +0.8%
TCM
563
Tufton Capital Management
Maryland
$1.5M – – –
HTC
564
Haverford Trust Company
Pennsylvania
$1.5M – – –
ACA
565
Atlas Capital Advisors
Wyoming
$1.49M -$601K -1,674 -29%
FIA
566
Foundations Investment Advisors
Arizona
$1.49M +$253K +719 +20%
PFO
567
Pathstone Family Office
New Jersey
$1.49M +$1.44M +4,010 +2,785%
BOM
568
Bank of Marin
California
$1.48M – – –
CS
569
Comerica Securities
Michigan
$1.48M +$419K +1,167 +39%
SC
570
Savant Capital
Illinois
$1.48M -$5.38K -15 -0.4%
CCM
571
Community Capital Management
Florida
$1.47M +$108K +300 +8%
MAM
572
Martingale Asset Management
Massachusetts
$1.46M +$913K +2,543 +166%
CPO
573
Cerity Partners OCIO
New York
$1.46M +$67.5K +188 +5%
ZCA
574
Zeke Capital Advisors
Pennsylvania
$1.45M +$200K +556 +16%
PF
575
Phoenix Financial
Israel
$1.45M +$1.45M +4,015 New
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