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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 %
CAM
826
Cresset Asset Management
Illinois
$434K -$2.11M -5,875 -83%
CFGS
827
Concourse Financial Group Securities
Alabama
$433K +$28.7K +80 +7%
HC
828
Hourglass Capital
Texas
$431K – – –
MC
829
Middleton & Co
Massachusetts
$431K – – –
SIS
830
Sound Income Strategies
Florida
$424K +$19.4K +54 +5%
VCM
831
Virtue Capital Management
Tennessee
$423K +$26.6K +74 +7%
PWPS
832
Pinnacle Wealth Planning Services
Ohio
$423K +$54.6K +152 +15%
FFBTD
833
First Financial Bank - Trust Division
Ohio
$422K – – –
MCC
834
Money Concepts Capital
Florida
$420K +$54.3K +151 +15%
GTCM
835
Gyon Technologies Capital Management
New Jersey
$418K +$52.8K +147 +14%
ITIM
836
Indiana Trust & Investment Management
Indiana
$417K – – –
CWM
837
Circle Wealth Management
New Jersey
$416K -$359 -1 -0.1%
BAM
838
Belpointe Asset Management
Nevada
$415K +$63.1K +176 +18%
RA
839
RFG Advisory
Alabama
$411K -$14.7K -41 -3%
WG
840
Winton Group
United Kingdom
$411K +$125K +348 +44%
OAM
841
Optimal Asset Management
California
$409K -$256 -1,600 -0.1%
CCG
842
Cypress Capital Group
Florida
$407K -$12.9K -36 -3%
CIM
843
CIM Investment Management
Pennsylvania
$406K -$15.4K -43 -4%
SMG
844
Spectrum Management Group
Indiana
$404K -$196K -547 -33%
AWM
845
Altium Wealth Management
New York
$403K +$20.1K +56 +5%
JWCA
846
J.W. Cole Advisors
Florida
$403K +$71.1K +198 +21%
EHC
847
Everett Harris & Co
California
$402K -$16.2K -45 -4%
MWM
848
Mission Wealth Management
California
$402K +$359 +1 +0.1%
IFG
849
Investors Financial Group
Minnesota
$401K – – –
DWM
850
Doyle Wealth Management
Florida
$401K +$174K +485 +77%
32 33
34
35 36