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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 %
BCAM
926
Boston Common Asset Management
Massachusetts
$309K +$21K +55 +7%
CI
927
CX Institutional
Indiana
$308K -$45.1K -118 -13%
CCM
928
Canal Capital Management
Virginia
$308K +$308K +807 New
GWM
929
GSB Wealth Management
Connecticut
$306K +$381 +1 +0.1%
CWP
930
Concord Wealth Partners
Virginia
$306K +$14.5K +38 +5%
BMC
931
Beaton Management Company
Massachusetts
$305K – – –
MHC
932
Meyer Handelman Company
New York
$305K – – –
IC
933
Inverness Counsel
New York
$303K – – –
GDP
934
Great Diamond Partners
Maine
$302K -$1.9K -5 -0.6%
CT
935
Clearstead Trust
Maine
$302K – – –
APWA
936
Atlas Private Wealth Advisors
New Jersey
$302K +$285K +748 +1,700%
B
937
Brightworth
Georgia
$302K +$302K +790 New
CWM
938
Cedar Wealth Management
California
$300K -$78.2K -205 -21%
ECAM
939
East Coast Asset Management
Massachusetts
$300K – – –
BP
940
BBR Partners
New York
$297K -$42.8K -112 -13%
HWMG
941
Hurlow Wealth Management Group
Indiana
$296K – – –
DS
942
DRW Securities
Illinois
$296K +$296K +775 New
EN1L
943
Engine No 1 LLC
California
$296K +$296K +776 New
IWM
944
IHT Wealth Management
Illinois
$295K +$14.9K +39 +5%
W
945
Wealthquest
Ohio
$294K – – –
RWP
946
Ridgecrest Wealth Partners
California
$292K +$47.7K +125 +20%
CT
947
Chicago Trust
Illinois
$291K +$291K +763 New
T
948
TOBAM
France
$289K -$40.1K -105 -12%
AP
949
Appleton Partners
Massachusetts
$288K -$1.91K -5 -0.7%
LJAC
950
L.J. Altfest & Co
New York
$288K +$381 +1 +0.1%
36 37
38
39 40