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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 %
M
1201
MOTCO
Texas
$7K +$7K +18 New
FP
1202
Financial Perspectives
Minnesota
$6.11K -$2.19M -5,727 -100%
UFF
1203
USA Financial Formulas
Michigan
$6K -$9.2K -23 -61%
MSFP
1204
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
HFA
1205
Hoover Financial Advisors
Pennsylvania
$6K +$6K +16 New
NL
1206
NVWM LLC
Pennsylvania
$5K – – –
APC
1207
Aspire Private Capital
North Carolina
$5K – – –
PWM
1208
Prentice Wealth Management
New York
$5K – – –
HWMA
1209
Heritage Wealth Management (Arizona)
Arizona
$4K – – –
MAM
1210
McCarthy Asset Management
California
$4K – – –
LF
1211
Lee Financial
Texas
$4K +$4K +10 New
CWA
1212
Carolina Wealth Advisors
South Carolina
$3K – – –
RIM
1213
Rockbridge Investment Management
New York
$3K – – –
TWI
1214
Thomas White International
Illinois
$3K – – –
BWA
1215
BDO Wealth Advisors
Florida
$3K – – –
CC
1216
Cypress Capital
Tennessee
$3K – – –
SL
1217
Savior LLC
Massachusetts
$2K -$5.67K -17 -74%
GI
1218
Gradient Investments
Minnesota
$2K – – –
JFA
1219
JNBA Financial Advisors
Minnesota
$2K – – –
AWM
1220
Avior Wealth Management
Nebraska
$2K – – –
SFO
1221
Standard Family Office
South Dakota
$2K – – –
LWM
1222
Liberty Wealth Management
California
$2K +$2K +4 New
AW
1223
Avion Wealth
Texas
$1K – – –
BA
1224
Bellwether Advisors
Nebraska
$1K – – –
TFM
1225
TFC Financial Management
Massachusetts
$1K – – –
47 48
49
50 51