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Elevance Health
ELV

Overview Fund Activity

1,227 hedge funds and large institutions have $82.3B invested in Elevance Health in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+23
Holders Change %
+1.91%
% of All Funds
21.42%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.61%
New
109
Increased
425
Reduced
450
Closed
72
Calls
$538M
Puts
$511M
Net Calls
+$27.2M
Net Calls Change
+$112M

Top Buyers

1
PI
Putnam Investments
Massachusetts
+$430M
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$307M
3
RCG
Ruane, Cunniff & Goldfarb
New York
+$257M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$155M
5
Macquarie Group
Macquarie Group
Australia
+$145M

Top Sellers

1
NCMU
NAYA Capital Management (UK)
United Kingdom
-$221M
2
BlackRock
BlackRock
New York
-$206M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
4
SCA
Southpoint Capital Advisors
New York
-$179M
5
Goldman Sachs
Goldman Sachs
New York
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
701
Clearstead Advisors
Ohio
$778K +$6.87K +18 +0.9%
CC
702
Chicago Capital
Illinois
$777K – – –
VCWA
703
Vanguard Capital Wealth Advisors
Colorado
$776K +$776K +2,033 New
BAS
704
Brown Advisory Securities
Maryland
$772K – – –
HWA
705
Heritage Wealth Advisors
Virginia
$772K -$471K -1,234 -38%
9WM
706
9258 Wealth Management
Ohio
$765K +$24K +63 +3%
NSEDCP
707
NJ State Employees Deferred Compensation Plan
New Jersey
$764K – – –
WA
708
WestEnd Advisors
North Carolina
$763K – – –
TYCC
709
Texas Yale Capital Corp
Florida
$762K – – –
THWM
710
Taylor Hoffman Wealth Management
Virginia
$762K – – –
KWMG
711
King Wealth Management Group
Florida
$759K – – –
MA
712
Mutual Advisors
Nebraska
$757K +$19.5K +51 +3%
IAP
713
Indie Asset Partners
Indiana
$757K +$31.7K +83 +4%
CCM
714
Covington Capital Management
California
$756K +$95.4K +250 +14%
KWM
715
Kingsview Wealth Management
Oregon
$751K +$1.92K +5 +0.3%
PGIM
716
Pacific Global Investment Management
California
$750K -$7.64K -20 -1%
SA
717
Strategic Advisors
New York
$746K +$382 +1 +0.1%
LSAG
718
Lake Street Advisors Group
New Hampshire
$737K +$19.5K +53 +3%
SMH
719
Sanders Morris Harris
Texas
$732K – – –
FPA
720
First Pacific Advisors
California
$731K – – –
TMAM
721
Tokio Marine Asset Management
Japan
$723K +$56.1K +147 +8%
PMA
722
Prudent Man Advisors
Illinois
$717K -$11.5K -30 -2%
IC
723
IEQ Capital
California
$711K +$113K +296 +19%
CRI
724
Colonial River Investments
Virginia
$708K +$763 +2 +0.1%
GC
725
Garde Capital
Washington
$706K – – –
27 28
29
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