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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 %
AAS
1001
Annex Advisory Services
Wisconsin
$220K +$220K +612 New
EFG
1002
Everhart Financial Group
Ohio
$219K +$219K +610 New
FHA
1003
Flagship Harbor Advisors
Massachusetts
$218K +$218K +607 New
SPFA
1004
Summit Place Financial Advisors
New Jersey
$215K +$215K +600 New
AIA
1005
AIMZ Investment Advisors
California
$215K +$215K +600 New
RGC
1006
Roberts, Glore & Co
Illinois
$214K -$36.7K -102 -15%
CL
1007
CPWM LLC
Washington
$213K -$213K -593 -50%
TFF
1008
The Family Firm
Maryland
$213K +$213K +592 New
WAM
1009
Wallington Asset Management
Indiana
$213K +$213K +594 New
LDFR
1010
Lehman & Derafelo Financial Resources
Pennsylvania
$212K +$212K +590 New
PCP
1011
Proficio Capital Partners
Massachusetts
$212K +$212K +591 New
NFG
1012
Next Financial Group
Texas
$210K +$54.2K +151 +35%
ZB
1013
Zions Bancorporation
Utah
$210K +$105K +293 +100%
RG
1014
Rikoon Group
New Mexico
$208K +$208K +580 New
FWM
1015
Fairhaven Wealth Management
Illinois
$206K -$32.4K -90 -14%
MWM
1016
Meridian Wealth Management
Kentucky
$205K +$205K +572 New
CAM
1017
ClariVest Asset Management
California
$203K -$35.9K -100 -15%
VCG
1018
Vantage Consulting Group
Virginia
$202K +$55.2K +154 +38%
AFG
1019
Allegheny Financial Group
Pennsylvania
$201K +$201K +559 New
EI
1020
Ellevest Inc
New York
$192K +$83.5K +233 +77%
GWS
1021
Glassman Wealth Services
Virginia
$184K +$8.63K +24 +5%
WB
1022
Webster Bank
Connecticut
$182K – – –
DWMG
1023
DB Wealth Management Group
California
$181K – – –
CFD
1024
Creative Financial Designs
Indiana
$180K – – –
AssetMark Inc
1025
AssetMark Inc
California
$179K -$11.5K -32 -6%
39 40
41
42 43