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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 %
CAGAS
1176
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
HWA
1177
HHM Wealth Advisors
Tennessee
$7K – – –
ME
1178
McIlrath & Eck
Washington
$7K – – –
MLFP
1179
MPS Loria Financial Planners
Illinois
$7K – – –
CCC
1180
Crescent Capital Consulting
Louisiana
$7K +$7K +19 New
GC
1181
Globeflex Capital
California
$6K – – –
MSFP
1182
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
ARMC
1183
American Research & Management Company
Massachusetts
$5K -$2K -6 -29%
NL
1184
NVWM LLC
Pennsylvania
$5K – – –
APC
1185
Aspire Private Capital
North Carolina
$4K +$2K +6 +100%
HWMA
1186
Heritage Wealth Management (Arizona)
Arizona
$4K +$4K +10 New
MAM
1187
McCarthy Asset Management
California
$4K +$4K +10 New
PWM
1188
Prentice Wealth Management
New York
$4K +$4K +12 New
BWA
1189
BDO Wealth Advisors
Florida
$3K -$268K -715 -99%
TWI
1190
Thomas White International
Illinois
$3K -$263K -700 -99%
CWA
1191
Carolina Wealth Advisors
South Carolina
$3K – – –
RIM
1192
Rockbridge Investment Management
New York
$3K – – –
GAM
1193
Grandview Asset Management
Pennsylvania
$3K +$3K +7 New
CC
1194
Cypress Capital
Tennessee
$3K +$3K +8 New
AWM
1195
Avior Wealth Management
Nebraska
$2K – – –
JFA
1196
JNBA Financial Advisors
Minnesota
$2K – – –
MCM
1197
MV Capital Management
Maryland
$2K +$2K +6 New
FI
1198
FormulaFolio Investments
Michigan
$1K -$722K -2,248 Closed
SFO
1199
Standard Family Office
South Dakota
$1K -$2K -8 -67%
TFM
1200
TFC Financial Management
Massachusetts
$1K – – –
46 47
48
49 50