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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 %
EBA
1051
Eagle Bay Advisors
New York
$186K +$186K +481 New
MCM
1052
Manchester Capital Management
Vermont
$182K – – –
MA
1053
Montag & Associates
Georgia
$174K -$11K -29 -6%
CFA
1054
Carroll Financial Associates
North Carolina
$174K +$1.14K +3 +0.7%
GWS
1055
Glassman Wealth Services
Virginia
$170K -$25.2K -66 -13%
RDWM
1056
Red Door Wealth Management
Tennessee
$169K +$169K +444 New
NFG
1057
Next Financial Group
Texas
$168K -$55.9K -146 -25%
HFM
1058
Harvest Fund Management
China
$167K +$33.2K +87 +25%
AWA
1059
Arkadios Wealth Advisors
Georgia
$164K +$47.3K +124 +41%
Cohen & Steers
1060
Cohen & Steers
New York
$161K – – –
ICM
1061
Islay Capital Management
Texas
$155K – – –
FF
1062
FourThought Financial
Florida
$155K – – –
TWA
1063
TCI Wealth Advisors
Arizona
$155K +$8K +21 +5%
AF
1064
Advisornet Financial
Minnesota
$153K – – –
SB
1065
Strategic Blueprint
Georgia
$152K +$152K +399 New
LFG
1066
Larson Financial Group
Missouri
$150K +$86.3K +226 +135%
Walleye Trading
1067
Walleye Trading
New York
$150K +$150K +393 New
CFO
1068
CVA Family Office
Colorado
$143K +$34.3K +90 +32%
SNT
1069
Security National Trust
West Virginia
$141K – – –
DAM
1070
Delta Asset Management
Tennessee
$137K – – –
CFFP
1071
Center for Financial Planning
Michigan
$133K – – –
1IA
1072
1834 Investment Advisors
Wisconsin
$130K – – –
KPCM
1073
Kings Point Capital Management
New York
$128K – – –
TC
1074
Trust Company
Kansas
$127K – – –
PO
1075
Private Ocean
California
$125K +$1.91K +5 +2%
41 42
43
44 45