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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 %
BCI
801
Brinker Capital Investments
Pennsylvania
$497K -$426K -1,188 -46%
Lido Advisors
802
Lido Advisors
California
$495K +$62.9K +175 +15%
CCM
803
Compton Capital Management
Rhode Island
$494K – – –
PWM
804
Perigon Wealth Management
California
$493K +$221K +616 +81%
FT
805
Fiduciary Trust
Massachusetts
$492K -$237K -660 -33%
LAM
806
Lingohr Asset Management
Germany
$491K +$73.5K +205 +18%
TFIPS
807
Towarzystwo Funduszy Inwestycyjnych PZU SA
$487K +$28.7K +80 +6%
TNB
808
Thomasville National Bank
Georgia
$479K +$5.68K +25 +1%
SFM
809
Signet Financial Management
New Jersey
$478K +$8.27K +23 +2%
SM
810
SG3 Management
Puerto Rico
$474K – – –
TCA
811
Transcend Capital Advisors
New Jersey
$472K -$17.6K -49 -4%
FTC
812
Farmers Trust Company
Ohio
$472K +$12.9K +36 +3%
FMLI
813
Fukoku Mutual Life Insurance
Japan
$467K -$35.9K -100 -7%
Cerity Partners
814
Cerity Partners
New York
$462K -$890K -2,480 -66%
DWA
815
Douglass Winthrop Advisors
New York
$458K – – –
JF
816
Jump Financial
Illinois
$457K +$457K +1,271 New
SWA
817
Sutton Wealth Advisors
Florida
$456K – – –
AI
818
Accredited Investors
Minnesota
$450K -$16.9K -47 -4%
ACM
819
Ativo Capital Management
Illinois
$448K -$137K -382 -23%
FLAM
820
First Light Asset Management
Minnesota
$447K – – –
BHWM
821
Bar Harbor Wealth Management
New Hampshire
$442K -$43.1K -120 -9%
SVWAG
822
Sound View Wealth Advisors Group
Georgia
$440K -$3.95K -11 -0.9%
CFG
823
Citizens Financial Group
Rhode Island
$439K +$101K +281 +30%
RCAG
824
Rehmann Capital Advisory Group
Michigan
$438K +$33.4K +93 +8%
BFS
825
Bradley Foster & Sargent
Connecticut
$435K -$2.51K -7 -0.6%
31 32
33
34 35