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 %
CA
751
Cetera Advisors
Colorado
$613K +$226K +628 +58%
AA
752
ALPS Advisors
Colorado
$611K -$510K -1,420 -45%
SKK
753
Shepherd Kaplan Krochuk
Massachusetts
$610K -$215K -600 -26%
HI
754
Harbour Investments
Wisconsin
$607K +$607K +1,690 New
SFA
755
Sequoia Financial Advisors
Ohio
$602K +$84.7K +236 +16%
DIA
756
Dean Investment Associates
Ohio
$600K +$359 +1 +0.1%
PFP
757
Pinnacle Financial Partners
Tennessee
$600K +$6.14K +18 +1%
SFS
758
Sowell Financial Services
Arkansas
$598K +$226K +581 +61%
OIA
759
OneDigital Investment Advisors
Kansas
$595K +$5.39K +15 +0.9%
PAMG
760
Patton Albertson Miller Group
Tennessee
$593K -$17.9K -50 -3%
MCCP
761
Mission Creek Capital Partners
California
$592K -$26.9K -75 -4%
MAM
762
McLean Asset Management
Virginia
$588K +$6.03K +16 +1%
TIAM2
763
Tru Independence Asset Management 2
Oregon
$587K +$58.5K +163 +11%
WA
764
Wealth Alliance
New York
$586K -$99.5K -277 -15%
EWM
765
Evercore Wealth Management
New York
$582K -$8.98K -25 -2%
CAM
766
Cozad Asset Management
Illinois
$578K -$25.1K -70 -4%
SAI
767
Systematic Alpha Investments
New Jersey
$568K – – –
PCA
768
Personal Capital Advisors
California
$567K +$182K +508 +47%
SCM
769
Southport Capital Management
Tennessee
$565K – – –
IC
770
IEQ Capital
California
$563K +$563K +1,567 New
XT
771
XTX Topco
Cayman Islands
$560K +$560K +1,561 New
WWM
772
Windsor Wealth Management
Indiana
$546K -$1.08K -3 -0.2%
AAS
773
Avantax Advisory Services
Texas
$544K -$416K -1,158 -43%
GFP
774
Gryphon Financial Partners
Ohio
$543K +$3.59K +10 +0.7%
BFG
775
Beacon Financial Group
Texas
$541K – – –
29 30
31
32 33