ELV icon

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 %
LNC
626
Lincoln National Corp
Pennsylvania
$1.11M -$35.5K -99 -3%
SFFS
627
Stonehage Fleming Financial Services
Jersey
$1.11M +$109K +298 +11%
OPS
628
Orion Portfolio Solutions
Nebraska
$1.11M -$98K -273 -8%
IFWM
629
Institute for Wealth Management
Colorado
$1.11M -$6.1K -17 -0.5%
DT
630
Diversified Trust
Tennessee
$1.1M +$49.9K +139 +5%
AI
631
AXS Investments
New York
$1.1M +$1.1M +3,055 New
CTC
632
Central Trust Company
Missouri
$1.1M -$22.3K -62 -2%
WC
633
Whitney & Co
New York
$1.09M -$108K -300 -9%
S
634
SignatureFD
Georgia
$1.09M -$12.2K -34 -1%
DWT
635
Dorsey & Whitney Trust
South Dakota
$1.09M -$1.08K -3 -0.1%
WA
636
Wealth Architects
California
$1.08M +$20.1K +56 +2%
NAM
637
Nexpoint Asset Management
Texas
$1.08M -$535K -1,490 -33%
GPA
638
Garrison Point Advisors
California
$1.08M – – –
BDF
639
Balasa Dinverno & Foltz
$1.08M -$139K -387 -11%
KWA
640
KCS Wealth Advisory
California
$1.08M +$88.6K +247 +9%
UH
641
Unigestion Holding
Switzerland
$1.07M +$2.51K +7 +0.2%
FM
642
Foster & Motley
Ohio
$1.06M -$24.8K -69 -2%
KA
643
Kintegral Advisory
New York
$1.06M – – –
BCM
644
Brookstone Capital Management
Illinois
$1.05M +$241K +672 +30%
OSIA
645
O'Shares Investment Advisers
Massachusetts
$1.05M -$3.23K -9 -0.3%
FB
646
Fulton Bank
Pennsylvania
$1.03M -$73.2K -204 -7%
CRC
647
Curi RMB Capital
Illinois
$1.03M -$5.02K -14 -0.5%
EFS
648
Essex Financial Services
Connecticut
$1.02M -$31.6K -88 -3%
TI
649
Tidal Investments
Wisconsin
$1.02M +$387K +1,079 +61%
SFA
650
Semmax Financial Advisors
North Carolina
$1.01M -$55.3K -154 -5%
24 25
26
27 28