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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 %
COCM
1051
Charter Oak Capital Management
New Hampshire
$112K – – –
AWA
1052
Arkadios Wealth Advisors
Georgia
$109K – – –
ST
1053
Smithfield Trust
Pennsylvania
$108K +$5.35K +15 +5%
JCM
1054
Jacobi Capital Management
Pennsylvania
$102K +$17.5K +49 +21%
CFO
1055
CVA Family Office
Colorado
$102K +$75.2K +210 +280%
AIC
1056
Archer Investment Corporation
Indiana
$99.1K – – –
SFMG
1057
Sage Financial Management Group
Virginia
$98K +$98K +272 New
PCG
1058
Private Capital Group
Connecticut
$96K -$2.15K -6 -2%
AWM
1059
Atticus Wealth Management
Florida
$95K – – –
PVH
1060
Psagot Value Holdings
Israel
$95K – – –
VRM
1061
Vectors Research Management
New York
$94K – – –
SCM
1062
Silvant Capital Management
Georgia
$92K – – –
HI
1063
Human Investing
Oregon
$91K – – –
VNA
1064
Valley National Advisers
Pennsylvania
$90K – – –
WOC
1065
West Oak Capital
California
$90K – – –
MMG
1066
Monetary Management Group
Missouri
$90K – – –
AIC
1067
Ameritas Investment Company
Nebraska
$86.1K +$86.1K +240 New
MWM
1068
Mascoma Wealth Management
New Hampshire
$86K +$86K +240 New
GAM
1069
Gemmer Asset Management
California
$85K – – –
IRC
1070
Investors Research Corp
Georgia
$84K -$80.4K -225 -49%
APWM
1071
Atlas Private Wealth Management
New York
$84K -$4.65K -13 -5%
SCA
1072
Stuart Chaussee & Associates
California
$83K +$83K +232 New
EP
1073
Eudaimonia Partners
Tennessee
$82K – – –
TFA
1074
Toth Financial Advisory
Virginia
$81K +$18K +50 +29%
LC
1075
Lindbrook Capital
California
$79K -$1.8K -5 -2%
41 42
43
44 45