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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 %
COCM
1151
Charter Oak Capital Management
New Hampshire
$29K -$91.3K -236 -76%
PG
1152
Proffitt & Goodson
Tennessee
$29K -$7.63K -20 -21%
PB
1153
Pinnacle Bancorp
Nebraska
$29K – – –
RA
1154
Resolute Advisors
California
$29K +$4.9K +13 +20%
PHK
1155
Point72 Hong Kong
Hong Kong
$29K +$9.28K +24 +47%
SFP
1156
Sterling Financial Planning
New Jersey
$29K +$29K +75 New
LWANC
1157
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K – – –
EL
1158
EMFO LLC
Florida
$27K +$27K +70 New
TCOV
1159
Trust Company of Vermont
Vermont
$26K – – –
VCM
1160
Vigilant Capital Management
Maine
$26K +$3.82K +10 +17%
JFGIW
1161
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$26K +68 New
AF
1162
Allworth Financial
California
$25K -$130K -344 -84%
FMB
1163
Field & Main Bank
Kentucky
$25K -$3.85K -10 -13%
APW
1164
Acima Private Wealth
Virginia
$25K – – –
OAJ
1165
Ogorek Anthony Joseph
New York
$25K – – –
FMP
1166
Financial Management Professionals
Texas
$25K – – –
FPS
1167
Fieldpoint Private Securities
Connecticut
$24K – – –
VCM
1168
Versant Capital Management
Arizona
$23K -$4.9K -13 -18%
TCM
1169
TD Capital Management
Tennessee
$22K – – –
FWM
1170
Focused Wealth Management
New York
$22K – – –
AW
1171
Alaethes Wealth
Nevada
$21K +$21K +56 New
BWM
1172
BerganKDV Wealth Management
Minnesota
$20K – – –
CCM
1173
Cribstone Capital Management
Maine
$19K – – –
CWC
1174
Carolinas Wealth Consulting
North Carolina
$19K – – –
BWM
1175
Baystate Wealth Management
Massachusetts
$19K +$373 +1 +2%
45 46
47
48 49