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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 %
RWM
951
Ritholtz Wealth Management
New York
$288K +$288K +754 New
CM
952
Capital Management
Virginia
$286K – – –
BG
953
Bahl & Gaynor
Ohio
$281K – – –
KP
954
Keel Point
Alabama
$281K +$3.05K +8 +1%
DAS
955
Dynamic Advisor Solutions
Arizona
$281K +$9.93K +26 +4%
JGGDR
956
JGP Global Gestao de Recursos
Brazil
$278K +$764 +2 +0.3%
RFA
957
Reilly Financial Advisors
California
$278K +$4.58K +12 +2%
HHGA
958
Halbert Hargrove Global Advisors
California
$277K +$3.06K +8 +1%
WPW
959
Waldron Private Wealth
Pennsylvania
$276K -$5.71K -15 -2%
WC
960
Woodstock Corp
Massachusetts
$275K -$9.55K -25 -3%
GWCM
961
Godshalk Welsh Capital Management
Pennsylvania
$275K – – –
FNT
962
First National Trust
Pennsylvania
$275K +$13.4K +35 +5%
GA
963
Geller Advisors
New York
$273K -$765 -2 -0.3%
SFG
964
SevenBridge Financial Group
Pennsylvania
$272K – – –
CC
965
Claybrook Capital
Massachusetts
$272K +$272K +712 New
FBB
966
Fulton Breakefield Broenniman
Maryland
$271K – – –
GT
967
Glenview Trust
Kentucky
$270K -$404K -1,060 -60%
AWM
968
Adams Wealth Management
Utah
$270K – – –
FPCP
969
Fort Point Capital Partners
California
$270K – – –
PP
970
PDS Planning
Ohio
$270K +$9.92K +26 +4%
SAG
971
Spotlight Asset Group
Illinois
$270K +$16.8K +44 +7%
VCG
972
Vantage Consulting Group
Virginia
$270K +$54.6K +143 +25%
FMT
973
First Mercantile Trust
Tennessee
$267K -$34.3K -90 -11%
KCM
974
Kanawha Capital Management
Virginia
$267K -$6.1K -16 -2%
SFG
975
Summit Financial Group
West Virginia
$265K – – –
37 38
39
40 41