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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 %
HSA
851
HBK Sorce Advisory
Pennsylvania
$413K -$3.81K -10 -0.9%
EWM
852
Evercore Wealth Management
New York
$412K -$206K -541 -33%
FFBTD
853
First Financial Bank - Trust Division
Ohio
$412K -$37.1K -97 -8%
NWS
854
Newport Wealth Strategies
California
$409K – – –
GIA
855
Gladstone Institutional Advisory
Florida
$409K +$22.5K +59 +6%
BFA
856
Beaumont Financial Advisors
Massachusetts
$407K -$17.2K -45 -4%
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$406K -$361K -946 -47%
CFG
858
Citizens Financial Group
Rhode Island
$406K -$61.6K -161 -13%
JWCA
859
J.W. Cole Advisors
Florida
$406K -$22.9K -60 -5%
WMA
860
Wealth Management Associates
New Jersey
$402K – – –
BSW
861
Buckingham Strategic Wealth
Missouri
$402K +$1.53K +4 +0.4%
BWCS
862
Beirne Wealth Consulting Services
Connecticut
$401K – – –
EWA
863
Exencial Wealth Advisors
Oklahoma
$401K +$401K +1,050 New
TNBTD
864
Trustmark National Bank Trust Department
Mississippi
$397K -$4.58K -12 -1%
BHBT
865
Burke & Herbert Bank & Trust
Virginia
$397K – – –
AWP
866
Ascent Wealth Partners
New York
$393K +$25.2K +66 +7%
W
867
WealthOne
New York
$392K +$392K +1,026 New
YIH
868
Y-Intercept (HK)
Hong Kong
$391K +$391K +1,024 New
SIC
869
Salem Investment Counselors
North Carolina
$387K +$72.5K +190 +23%
VVP
870
Venture Visionary Partners
Ohio
$385K -$14.1K -37 -4%
BCWM
871
Bartlett & Co Wealth Management
Ohio
$384K – – –
BC
872
Bartlett & Co
Ohio
$384K – – –
IA
873
IFP Advisors
Florida
$383K +$76.7K +199 +25%
FGAM
874
Financial Gravity Asset Management
Texas
$382K +$382K +8 New
EA
875
Emerald Advisors
Washington
$379K +$16.4K +43 +5%
33 34
35
36 37