ELV icon

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 %
MWM
976
Midwest Wealth Management
Indiana
$265K – – –
Kayne Anderson Rudnick Investment Management
977
Kayne Anderson Rudnick Investment Management
California
$264K – – –
ETC
978
Exchange Traded Concepts
Oklahoma
$264K +$264K +691 New
RWM
979
Reston Wealth Management
Virginia
$263K – – –
SBH
980
Segall Bryant & Hamill
Illinois
$261K -$54.3K -142 -17%
AFS
981
Axiom Financial Strategies
Indiana
$261K – – –
NICM
982
Neo Ivy Capital Management
New York
$261K +$261K +683 New
RI
983
Ridgewood Investments
New Jersey
$260K -$8.02K -21 -3%
SLG
984
Stanley-Laman Group
Pennsylvania
$260K – – –
AWAP
985
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$260K +$5.72K +15 +2%
QSS
986
Quantitative Systematic Strategies
Florida
$258K -$2.2M -5,766 -89%
CPA
987
Court Place Advisors
Maryland
$255K – – –
WP
988
WealthSource Partners
California
$254K +$254K +666 New
SFSIG
989
San Francisco Sentry Investment Group
California
$253K – – –
CCA
990
Childress Capital Advisors
Texas
$252K +$252K +662 New
BSA
991
Braun Stacey Associates
New York
$250K -$19.1K -50 -7%
APW
992
Aurora Private Wealth
New Jersey
$248K – – –
FCCM
993
First City Capital Management
Georgia
$247K -$368 -1 -0.1%
RHBC
994
R.H. Bluestein & Co
Michigan
$247K – – –
AWP
995
Accretive Wealth Partners
New Jersey
$246K -$4.2K -11 -2%
DI
996
Diligent Investors
California
$246K – – –
WA
997
Waverly Advisors
Alabama
$245K – – –
MWM
998
Meridian Wealth Management
Kentucky
$245K +$26.7K +70 +12%
EI
999
Ellevest Inc
New York
$243K +$38.5K +101 +19%
WCM
1000
Windsor Capital Management
Arizona
$242K -$9.16K -24 -4%
38 39
40
41 42