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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 %
WA
951
Waverly Advisors
Alabama
$260K -$52.8K -135 -17%
MGIM
952
M&G Investment Management
United Kingdom
$259K +$56.7K +157,818 +28%
TF
953
Trek Financial
Arizona
$258K +$258K +718 New
KCM
954
Kanawha Capital Management
Virginia
$257K -$1.08K -3 -0.4%
RFA
955
Reilly Financial Advisors
California
$257K – – –
GWCM
956
Godshalk Welsh Capital Management
Pennsylvania
$257K – – –
HHGA
957
Halbert Hargrove Global Advisors
California
$257K +$7.17K +20 +3%
GA
958
Geller Advisors
New York
$257K +$50.3K +140 +24%
EFM
959
E Fund Management
China
$257K +$257K +715 New
SFG
960
SevenBridge Financial Group
Pennsylvania
$256K – – –
BFPW
961
BOK Financial Private Wealth
Colorado
$256K +$256K +713 New
FBB
962
Fulton Breakefield Broenniman
Maryland
$255K – – –
DAS
963
Dynamic Advisor Solutions
Arizona
$255K +$15.8K +44 +7%
FPCP
964
Fort Point Capital Partners
California
$254K – – –
AWM
965
Adams Wealth Management
Utah
$253K – – –
BSA
966
Braun Stacey Associates
New York
$252K – – –
FRM
967
Fox Run Management
Connecticut
$252K +$252K +702 New
RI
968
Ridgewood Investments
New Jersey
$252K +$252K +702 New
BPA
969
Beacon Pointe Advisors
California
$251K -$2.86K -8 -1%
CAG
970
Csenge Advisory Group
Florida
$249K -$89.3K -247 -26%
MWM
971
Midwest Wealth Management
Indiana
$249K -$75K -209 -23%
SFG
972
Summit Financial Group
West Virginia
$249K -$19K -53 -7%
Kayne Anderson Rudnick Investment Management
973
Kayne Anderson Rudnick Investment Management
California
$248K – – –
RWM
974
Reston Wealth Management
Virginia
$248K +$4.31K +12 +2%
FNT
975
First National Trust
Pennsylvania
$246K +$6.82K +19 +3%
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