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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 %
BFEC
1026
Benjamin F. Edwards & Company
Missouri
$178K – – –
PFBT
1027
Parkside Financial Bank & Trust
Missouri
$175K +$1.79K +5 +1%
MA
1028
Montag & Associates
Georgia
$174K -$373K -1,042 -68%
MCM
1029
Manchester Capital Management
Vermont
$171K -$2.87K -8 -2%
BCA
1030
Berman Capital Advisors
Georgia
$170K -$19.7K -55 -10%
CFA
1031
Carroll Financial Associates
North Carolina
$163K +$2.51K +7 +2%
FBT
1032
First Bank & Trust
South Dakota
$162K +$22.9K +64 +16%
CBT
1033
Central Bank & Trust
Kentucky
$160K – – –
RWB
1034
RMR Wealth Builders
New Jersey
$154K – – –
Cohen & Steers
1035
Cohen & Steers
New York
$151K -$378K -1,054 -71%
SOW
1036
State of Wyoming
Wyoming
$151K +$151K +422 New
AF
1037
Allworth Financial
California
$147K – – –
FF
1038
FourThought Financial
Florida
$146K -$71.6K -200 -33%
ICM
1039
Islay Capital Management
Texas
$146K -$50.2K -140 -26%
AF
1040
Advisornet Financial
Minnesota
$144K -$21.6K -60 -13%
GSAM
1041
Grant Street Asset Management
Pennsylvania
$142K – – –
TWA
1042
TCI Wealth Advisors
Arizona
$139K +$26.6K +74 +24%
SNT
1043
Security National Trust
West Virginia
$133K -$1.8K -5 -1%
DAM
1044
Delta Asset Management
Tennessee
$129K – – –
CFFP
1045
Center for Financial Planning
Michigan
$125K – – –
HFM
1046
Harvest Fund Management
China
$125K +$16.8K +47 +16%
1IA
1047
1834 Investment Advisors
Wisconsin
$122K – – –
TC
1048
Trust Company
Kansas
$120K -$60.2K -167 -33%
KPCM
1049
Kings Point Capital Management
New York
$120K +$120K +335 New
PO
1050
Private Ocean
California
$116K +$51.7K +144 +80%
40 41
42
43 44