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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 %
XS
976
XR Securities
Illinois
$246K +$246K +686 New
SLG
977
Stanley-Laman Group
Pennsylvania
$245K – – –
PP
978
PDS Planning
Ohio
$245K +$19.4K +54 +9%
AFS
979
Axiom Financial Strategies
Indiana
$245K +$245K +683 New
FBT
980
First Bankers Trust
Kentucky
$244K -$170K -473 -41%
AIA
981
Avalon Investment & Advisory
Texas
$243K +$243K +676 New
APP
982
Avantax Planning Partners
Iowa
$241K +$8.26K +23 +4%
AWAP
983
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$239K -$2.15K -6 -0.9%
CPA
984
Court Place Advisors
Maryland
$239K – – –
SFSIG
985
San Francisco Sentry Investment Group
California
$239K +$27K +75 +13%
KPW
986
Kore Private Wealth
New York
$238K +$3.23K +9 +1%
SAG
987
Spotlight Asset Group
Illinois
$238K +$238K +663 New
WCM
988
Windsor Capital Management
Arizona
$236K +$359 +1 +0.2%
AWP
989
Accretive Wealth Partners
New Jersey
$235K +$10.8K +30 +5%
APW
990
Aurora Private Wealth
New Jersey
$233K – – –
RHBC
991
R.H. Bluestein & Co
Michigan
$232K – – –
DI
992
Diligent Investors
California
$232K – – –
RWP
993
Ridgecrest Wealth Partners
California
$230K +$230K +640 New
BTWM
994
Baker Tilly Wealth Management
Wisconsin
$230K +$230K +641 New
FHA
995
First Horizon Advisors
Tennessee
$229K +$4.65K +13 +2%
ECM
996
Evergreen Capital Management
Washington
$228K +$228K +635 New
PCM
997
Penserra Capital Management
California
$227K +$35.9K +100 +19%
WCM
998
Washington Capital Management
Washington
$224K – – –
JIC
999
Joel Isaacson & Co
New York
$223K +$223K +621 New
WT
1000
Washington Trust
Rhode Island
$222K -$8.97K -25 -4%
38 39
40
41 42