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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 %
IC
926
Inverness Counsel
New York
$285K -$75.4K -210 -21%
ACM
927
Advisors Capital Management
New Jersey
$285K +$13.6K +38 +5%
FMT
928
First Mercantile Trust
Tennessee
$284K -$22.6K -63 -7%
CT
929
Clearstead Trust
Maine
$284K – – –
ECAM
930
East Coast Asset Management
Massachusetts
$282K – – –
FAG
931
Financial Advisory Group
Texas
$280K -$61K -170 -18%
RG
932
Renaissance Group
Kentucky
$280K – – –
HWMG
933
Hurlow Wealth Management Group
Indiana
$279K – – –
CG
934
Cutler Group
California
$279K +$167K +466 +149%
First Manhattan
935
First Manhattan
New York
$278K -$33.7K -94 -11%
W
936
Wealthquest
Ohio
$277K – – –
CWP
937
Concord Wealth Partners
Virginia
$274K -$88.9K -248 -25%
AP
938
Appleton Partners
Massachusetts
$273K – – –
WWM
939
Western Wealth Management
Colorado
$271K -$8.99K -25 -3%
BCAM
940
Boston Common Asset Management
Massachusetts
$271K -$1.08K -3 -0.4%
LJAC
941
L.J. Altfest & Co
New York
$271K – – –
CM
942
Capital Management
Virginia
$269K – – –
WC
943
Woodstock Corp
Massachusetts
$267K -$18.3K -51 -6%
SBSB
944
Sullivan, Bruyette, Speros & Blaney
Virginia
$267K – – –
WPW
945
Waldron Private Wealth
Pennsylvania
$265K -$14.7K -41 -5%
BG
946
Bahl & Gaynor
Ohio
$265K – – –
IWM
947
IHT Wealth Management
Illinois
$263K +$38.8K +108 +17%
FCCM
948
First City Capital Management
Georgia
$263K +$263K +673 New
KP
949
Keel Point
Alabama
$262K +$33.1K +92 +14%
JGGDR
950
JGP Global Gestao de Recursos
Brazil
$261K -$183K -508 -41%
36 37
38
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