Elevance Health
1,234 hedge funds and large institutions have $82.4B invested in Elevance Health in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 427 increasing their positions, 452 reducing their positions, and 72 closing their positions.
51% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 72
6% more capital invested
Capital invested by funds: $77.8B → $82.4B (+$4.57B)
2% more funds holding
Funds holding: 1,211 → 1,234 (+23)
5% more call options, than puts
Call options by funds: $538M | Put options by funds: $511M
6% less repeat investments, than reductions
Existing positions increased: 427 | Existing positions reduced: 452
1.34% less ownership
Funds ownership: 89.93% → 88.58% (-1.3%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$431M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$307M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$257M |
| 4 |
Eagle Capital Management (New York)
New York
|
+$155M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCMU
NAYA Capital Management (UK)
London,
United Kingdom
|
-$221M |
| 2 |
BlackRock
New York
|
-$206M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$186M |
| 4 |
SCA
Southpoint Capital Advisors
New York
|
-$179M |
| 5 |
Goldman Sachs
New York
|
-$163M |
ELV Hedge Fund Activity: Q2 2021 in Review
1,234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2021, worth a combined $82.4B — up 5.9% from $77.8B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new ELV positions and 72 closed out — a net gain of 37 holders — while 427 added to existing stakes and 452 trimmed.
The largest buyer was Putnam Investments, adding an estimated $431M. The largest seller was NAYA Capital Management (UK), exiting entirely with an estimated $221M sold.
- 1,234 institutional investors held Elevance Health (ELV) as of Q2 2021, up from 1,211 in Q1 2021.
- Funds reported $82.4B of Elevance Health stock for Q2 2021, up 5.9% quarter-over-quarter.
- 109 funds opened new Elevance Health positions in Q2 2021 and 72 closed out, a net change of +37 holders.
- The largest Elevance Health buyer in Q2 2021 was Putnam Investments, an estimated $431M added.
- The largest Elevance Health seller in Q2 2021 was NAYA Capital Management (UK), an estimated $221M sold.
Based on aggregated 13F filings for Q2 2021.