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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 %
DWA
776
Douglass Winthrop Advisors
New York
$573K +$86.3K +226 +18%
HIA
777
Harbor Investment Advisory
Maryland
$572K +$5.35K +14 +0.9%
PWM
778
Perigon Wealth Management
California
$572K +$47.3K +124 +9%
BIM
779
Baldwin Investment Management
Pennsylvania
$571K +$3.82K +10 +0.7%
CHC
780
City Holding Co
West Virginia
$569K – – –
EWM
781
Evermay Wealth Management
Virginia
$567K – – –
WWM
782
Windsor Wealth Management
Indiana
$562K -$19.1K -50 -3%
VAS
783
Vestmark Advisory Solutions
Massachusetts
$562K +$27.1K +71 +5%
PHAM
784
Palisades Hudson Asset Management
Florida
$560K – – –
CCM
785
Coldstream Capital Management
Washington
$557K +$12.2K +32 +2%
SYBT
786
Stock Yards Bank & Trust
Kentucky
$552K -$181K -473 -25%
TC
787
Telemus Capital
Michigan
$551K +$7.64K +20 +1%
CLOS
788
Compagnie Lombard Odier SCmA
Switzerland
$549K -$267K -700 -33%
AWA
789
Aaron Wealth Advisors
Illinois
$547K -$1.53K -4 -0.3%
SXL
790
Summit X LLC
Missouri
$547K +$4.18K +11 +0.8%
CIAS
791
Capital Investment Advisory Services
North Carolina
$547K +$125K +328 +30%
KFA
792
Krane Funds Advisors
New York
$541K +$541K +1,416 New
SRC
793
Shufro Rose & Co
New York
$539K +$4.58K +12 +0.9%
PL
794
Plancorp LLC
Missouri
$538K – – –
QP
795
Quilter Plc
United Kingdom
$537K – – –
FT
796
Fiduciary Trust
Massachusetts
$536K +$13.4K +35 +3%
MC
797
Middleton & Co
Massachusetts
$535K +$76.4K +200 +17%
RCAG
798
Rehmann Capital Advisory Group
Michigan
$526K +$54.5K +141 +12%
CCM
799
Compton Capital Management
Rhode Island
$525K – – –
LAM
800
Lingohr Asset Management
Germany
$523K – – –
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