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 %
BIM
776
Bridges Investment Management
Nebraska
$538K -$71.7K -200 -12%
FCI
777
Financial Counselors Inc
Kansas
$535K -$107K -299 -17%
CHC
778
City Holding Co
West Virginia
$535K – – –
EMG
779
ETF Managers Group
New Jersey
$534K +$71.3K +196 +15%
EWM
780
Evermay Wealth Management
Virginia
$533K +$25.8K +72 +5%
HIA
781
Harbor Investment Advisory
Maryland
$533K +$48.8K +136 +10%
BIM
782
Baldwin Investment Management
Pennsylvania
$533K +$210K +585 +65%
APA
783
American Portfolios Advisors
New York
$532K +$25.1K +70 +5%
PHAM
784
Palisades Hudson Asset Management
Florida
$527K – – –
SWM
785
Spire Wealth Management
Virginia
$521K +$521K +1,410 New
OFS
786
OneAscent Financial Services
Alabama
$519K +$519K +1,446 New
B
787
Barings
North Carolina
$517K -$171K -475 -25%
Carson Wealth (CWM LLC)
788
Carson Wealth (CWM LLC)
Nebraska
$516K – – –
AWA
789
Aaron Wealth Advisors
Illinois
$516K +$2.15K +6 +0.4%
HBCM
790
Heron Bay Capital Management
Michigan
$515K -$3.08M -8,575 -86%
CCM
791
Coldstream Capital Management
Washington
$512K +$46.3K +129 +10%
CAM
792
Campion Asset Management
Virginia
$512K +$512K +1,425 New
SXL
793
Summit X LLC
Missouri
$509K -$3.92K -11 -0.8%
PL
794
Plancorp LLC
Missouri
$506K -$1.44K -4 -0.3%
TC
795
Telemus Capital
Michigan
$505K -$26.6K -75 -5%
QP
796
Quilter Plc
United Kingdom
$505K +$505K +1,406 New
VAS
797
Vestmark Advisory Solutions
Massachusetts
$503K -$15.1K -42 -3%
SRC
798
Shufro Rose & Co
New York
$503K -$8.98K -25 -2%
BUB
799
BBVA USA Bancshares
Texas
$502K -$130K -363 -21%
KFGK
800
Keystone Financial Group (Kentucky)
Kentucky
$500K +$202K +562 +68%
30 31
32
33 34