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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 %
BFA
851
Beaumont Financial Advisors
Massachusetts
$399K -$1.08K -3 -0.3%
BFC
852
Bedel Financial Consulting
Indiana
$398K – – –
CWM
853
Chesapeake Wealth Management
Virginia
$397K – – –
PFGIA
854
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$97K +270 +32%
CIAS
855
Capital Investment Advisory Services
North Carolina
$396K – – –
Dodge & Cox
856
Dodge & Cox
California
$395K – – –
CBB
857
Citizens Business Bank
California
$395K – – –
JWCA
858
J.W. Coons Advisors
Ohio
$393K – – –
HSA
859
HBK Sorce Advisory
Pennsylvania
$392K +$43.8K +122 +13%
ADL
860
Asset Dedication LLC
California
$391K -$105K -294 -21%
LFAS
861
Level Four Advisory Services
Texas
$390K +$32.7K +91 +9%
CM
862
Capula Management
Cayman Islands
$388K +$71.4K +199 +23%
NWS
863
Newport Wealth Strategies
California
$384K -$17.9K -50 -4%
SHA
864
Seneca House Advisors
Virginia
$382K -$208K -578 -35%
MAFM
865
Mid Atlantic Financial Management
Pennsylvania
$379K +$46K +128 +14%
WMA
866
Wealth Management Associates
New Jersey
$378K – – –
MSAM
867
Moloney Securities Asset Management
Missouri
$378K -$19.4K -54 -5%
TNBTD
868
Trustmark National Bank Trust Department
Mississippi
$378K +$4.31K +12 +1%
BWCS
869
Beirne Wealth Consulting Services
Connecticut
$377K -$806K -2,244 -68%
BSW
870
Buckingham Strategic Wealth
Missouri
$377K -$11.8K -33 -3%
VVP
871
Venture Visionary Partners
Ohio
$375K -$17.9K -50 -5%
BHBT
872
Burke & Herbert Bank & Trust
Virginia
$373K – – –
PFS
873
Prospera Financial Services
Texas
$371K -$3.95K -11 -1%
HCM
874
Hengehold Capital Management
Ohio
$369K +$359 +1 +0.1%
CC
875
Centiva Capital
New York
$364K +$364K +1,013 New
33 34
35
36 37