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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 %
APA
801
American Portfolios Advisors
New York
$523K -$43.1K -113 -8%
Carson Wealth (CWM LLC)
802
Carson Wealth (CWM LLC)
Nebraska
$516K – – –
CFGS
803
Concourse Financial Group Securities
Alabama
$514K +$52.7K +138 +11%
TCA
804
Transcend Capital Advisors
New Jersey
$511K +$10.7K +28 +2%
KFGK
805
Keystone Financial Group (Kentucky)
Kentucky
$509K -$23.3K -61 -4%
B
806
Barings
North Carolina
$503K -$45.8K -120 -8%
FTC
807
Farmers Trust Company
Ohio
$502K – – –
TFIPS
808
Towarzystwo Funduszy Inwestycyjnych PZU SA
$496K -$22.9K -60 -4%
DHFB
809
Dixon Hubard Feinour & Brown
Virginia
$493K -$620K -1,625 -56%
Cerity Partners
810
Cerity Partners
New York
$492K – – –
APP
811
Alpha Paradigm Partners
Illinois
$489K +$489K +1,282 New
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$488K +$65.7K +172 +16%
SWA
813
Sutton Wealth Advisors
Florida
$485K – – –
CWM
814
Circle Wealth Management
New Jersey
$484K +$41.2K +108 +9%
FIM
815
Freedom Investment Management
Connecticut
$480K +$159K +417 +50%
AI
816
Accredited Investors
Minnesota
$478K – – –
VCM
817
Virtue Capital Management
Tennessee
$478K +$28.6K +75 +6%
FLAM
818
First Light Asset Management
Minnesota
$475K – – –
PMAS
819
PNC Managed Account Solutions
Texas
$474K +$474K +1,241 New
IA
820
IFG Advisory
Georgia
$470K -$548K -1,438 -54%
BHWM
821
Bar Harbor Wealth Management
New Hampshire
$470K – – –
SVWAG
822
Sound View Wealth Advisors Group
Georgia
$466K -$1.91K -5 -0.4%
MC
823
Machina Capital
France
$464K +$464K +1,214 New
BFS
824
Bradley Foster & Sargent
Connecticut
$463K – – –
GFP
825
Gryphon Financial Partners
Ohio
$461K +$31.5K +111 +7%
31 32
33
34 35