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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 %
RDFA
1076
Ritter Daniher Financial Advisory
Ohio
$73K – – –
Credit Agricole
1077
Credit Agricole
France
$72K – – –
SWM
1078
Selective Wealth Management
Virginia
$71K +$71K +198 New
KFP
1079
KB Financial Partners
New Jersey
$71K +$71K +198 New
MC
1080
Maverick Capital
Texas
$69K +$25.6K +71 +59%
Jones Financial Companies
1081
Jones Financial Companies
Missouri
$69K +$53.3K +149 +339%
PMFA
1082
Plante Moran Financial Advisors
Michigan
$68K +$19.3K +54 +40%
EFSCE
1083
Enterprise Financial Services Corp (EFSC)
Missouri
$67K -$2.14K -6 -3%
IBOK
1084
Independence Bank of Kentucky
Kentucky
$67K – – –
RE
1085
RBC Europe
United Kingdom
$66.4K – – –
FCFS
1086
First Command Financial Services
Texas
$65K – – –
FCB
1087
First Command Bank
Texas
$65K – – –
AA
1088
AlphaMark Advisors
Kentucky
$63K -$103K -285 -62%
TF
1089
TimeScale Financial
Massachusetts
$63K +$360 +1 +0.6%
FEG
1090
Financial Enhancement Group
Indiana
$62K -$17.8K -50 -22%
WWM
1091
Wolff Wiese Magana
California
$61K -$2.85K -8 -4%
LFG
1092
Larson Financial Group
Missouri
$60K -$7.9K -22 -12%
HDIM
1093
Hanson & Doremus Investment Management
Vermont
$59K – – –
CAC
1094
Certified Advisory Corp
Florida
$58K +$58K +161 New
AWM
1095
AllSquare Wealth Management
New York
$57K – – –
MAWCM
1096
Mine & Arao Wealth Creation & Management
California
$54K – – –
HCM
1097
Highlander Capital Management
New Jersey
$54K – – –
OIA
1098
Optimum Investment Advisors
Illinois
$54K +$54K +150 New
TC
1099
Tacita Capital
Ontario, Canada
$54K +$54K +150 New
SLF
1100
Sun Life Financial
Ontario, Canada
$52K -$1.08K -3 -2%
42 43
44
45 46