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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 %
OPA
1026
Old Port Advisors
Maine
$215K +$215K +543 New
BFA
1027
Brendel Financial Advisors
New Hampshire
$215K +$215K +562 New
BL
1028
Balentine LLC
Georgia
$215K +$215K +563 New
BFEC
1029
Benjamin F. Edwards & Company
Missouri
$214K +$24.4K +64 +13%
SICM
1030
Sustainable Insight Capital Management
New York
$213K +$213K +558 New
AFG
1031
Allegheny Financial Group
Pennsylvania
$212K -$1.91K -5 -0.9%
WKWM
1032
Walter & Keenan Wealth Management
Indiana
$212K +$212K +555 New
B
1033
Bridgeworth
Alabama
$210K +$210K +549 New
HH
1034
Hilltop Holdings
Texas
$210K +$210K +550 New
QT
1035
Quantamental Technologies
New York
$210K +$210K +551 New
GKWIM
1036
Gerber Kawasaki Wealth & Investment Management
California
$209K +$209K +550 New
DJSG
1037
D.J. St. Germain
Massachusetts
$208K +$208K +544 New
NIM
1038
Northeast Investment Management
Massachusetts
$208K +$208K +546 New
SIC
1039
Samalin Investment Counsel
New York
$207K +$207K +540 New
MCWS
1040
McKinley Carter Wealth Services
West Virginia
$207K +$207K +542 New
CWM
1041
CCG Wealth Management
California
$205K +$205K +538 New
CA
1042
Calton & Associates
Florida
$204K +$204K +532 New
SP
1043
Successful Portfolios
Florida
$203K +$203K +531 New
SWIG
1044
Strategic Wealth Investment Group
Kentucky
$203K +$203K +531 New
MAM
1045
Marotta Asset Management
Virginia
$201K +$201K +523 New
AssetMark Inc
1046
AssetMark Inc
California
$197K +$6.86K +18 +4%
DWMG
1047
DB Wealth Management Group
California
$192K – – –
CFD
1048
Creative Financial Designs
Indiana
$191K – – –
PFBT
1049
Parkside Financial Bank & Trust
Missouri
$191K +$4.21K +11 +2%
FBT
1050
First Bank & Trust
South Dakota
$187K +$14.5K +38 +8%
40 41
42
43 44