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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 %
GIA
876
Gladstone Institutional Advisory
Florida
$363K +$363K +1,012 New
BCWM
877
Bartlett & Co Wealth Management
Ohio
$361K – – –
BC
878
Bartlett & Co
Ohio
$361K – – –
W
879
WealthStone
Ohio
$360K +$21.5K +60 +6%
BWM
880
BT Wealth Management
Georgia
$359K -$481K -1,340 -57%
HG
881
Harbor Group
New Hampshire
$357K – – –
CWM
882
Cedar Wealth Management
California
$356K -$165K -458 -32%
TIA
883
Tandem Investment Advisors
South Carolina
$355K -$36.2K -101 -9%
PFA
884
Pure Financial Advisors
California
$352K – – –
KA
885
Kovack Advisors
Florida
$348K +$58.4K +163 +20%
AWP
886
Ascent Wealth Partners
New York
$346K +$10.1K +28 +3%
BAM
887
Berkshire Asset Management
Pennsylvania
$345K -$173K -482 -33%
PWMAG
888
Pinnacle Wealth Management Advisory Group
New Jersey
$345K -$7.18K -20 -2%
SC
889
Sierra Capital
Florida
$345K +$345K +960 New
EA
890
Emerald Advisors
Washington
$341K -$12.9K -36 -4%
TFS
891
TrustCore Financial Services
Tennessee
$341K +$5.75K +16 +2%
HPC
892
HM Payson & Co
Maine
$337K -$17.2K -48 -5%
VAM
893
Verity Asset Management
North Carolina
$336K +$336K +936 New
HIC
894
Holderness Investments Company
North Carolina
$334K -$57.5K -160 -15%
PFA
895
Pettinga Financial Advisors
Indiana
$334K +$2.87K +8 +0.9%
CI
896
CX Institutional
Indiana
$332K -$1.85M -5,161 -85%
SS
897
Simplicity Solutions
Minnesota
$328K -$1.52M -4,244 -82%
TSS
898
Two Sigma Securities
New York
$327K +$327K +911 New
RPWA
899
Regent Peak Wealth Advisors
Georgia
$326K +$9.68K +27 +3%
AOWM
900
Alpha Omega Wealth Management
Virginia
$323K – – –
34 35
36
37 38