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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 %
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$240K -$4.58K -12 -2%
WCM
1002
Washington Capital Management
Washington
$239K – – –
FHA
1003
Flagship Harbor Advisors
Massachusetts
$238K +$6.85K +18 +3%
LCM
1004
Laurion Capital Management
New York
$238K +$238K +624 New
JIC
1005
Joel Isaacson & Co
New York
$237K – – –
SMA
1006
Sage Mountain Advisors
Georgia
$236K +$236K +617 New
WT
1007
Washington Trust
Rhode Island
$235K -$1.14K -3 -0.5%
PCP
1008
Proficio Capital Partners
Massachusetts
$233K +$6.89K +18 +3%
FHA
1009
First Horizon Advisors
Tennessee
$232K -$11.8K -31 -5%
HI
1010
Humankind Investments
New York
$231K +$231K +605 New
ECM
1011
Evergreen Capital Management
Washington
$229K -$13.4K -35 -6%
SPFA
1012
Summit Place Financial Advisors
New Jersey
$229K – – –
WI
1013
Wintrust Investments
Illinois
$229K +$229K +600 New
RGC
1014
Roberts, Glore & Co
Illinois
$227K – – –
WAM
1015
Wallington Asset Management
Indiana
$227K – – –
TFF
1016
The Family Firm
Maryland
$227K +$383 +1 +0.2%
BCA
1017
Berman Capital Advisors
Georgia
$226K +$45.6K +120 +25%
AIA
1018
AIMZ Investment Advisors
California
$225K -$3.81K -10 -2%
LDFR
1019
Lehman & Derafelo Financial Resources
Pennsylvania
$225K – – –
ZB
1020
Zions Bancorporation
Utah
$224K – – –
RG
1021
Renaissance Group
Kentucky
$222K -$75.5K -198 -25%
AAS
1022
Annex Advisory Services
Wisconsin
$222K -$11.4K -30 -5%
CAM
1023
ClariVest Asset Management
California
$219K +$2.3K +6 +1%
FWM
1024
Fairhaven Wealth Management
Illinois
$216K -$2.29K -6 -1%
CL
1025
CPWM LLC
Washington
$215K -$11.4K -30 -5%
39 40
41
42 43