undamentalytics Newsletter

Elevance Health: which funds bought and sold

Institutions that bought and sold Elevance Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 831 institutions that filed 13F reports for both quarters added to or opened positions in Elevance Health, and 644 cut or closed them. Together they added a net 4.7M shares, +2.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5.5M shares (+9.0%); index fund managers were net sellers of 1.3M shares (−2.1%). 239 opened a new position and 102 sold out entirely.

Bought, Q2 2026 831 institutions, 239 of them new holders Sold, Q2 2026 644 institutions, 102 of them sold out
Net change, all compared +4.7M shares (+2.4%)
Net change, active managers +5.5M shares (+9.0%), 58 bought, 56 sold

Buyers versus sellers

institutions compared, 1,677
Active managers and hedge funds 58 bought · 56 sold · +5.5M
Index fund managers 4 bought · 8 sold · −1.3M
Other institutions 769 bought · 580 sold · +510K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +4.2M +102.7% 8.4M $3.2B
Citigroup Inc +1.9M +777.9% 2.1M $811M
FMR LLC Active manager +1.2M +58.5% 3.1M $1.2B
Wellington Management Group LLP Active manager +985K +12.0% 9.2M $3.6B
Acadian Asset Management LLC Active manager +941K +444.9% 1.2M $446M
ACR Alpine Capital Research, LLC Active manager +738K New position 738K $285M
SG Americas Securities, LLC +576K +72.3% 1.4M $531M
Capitolis Liquid Global Markets LLC +549K +844.4% 614K $238M
Goldman Sachs Group Inc +529K +35.9% 2.0M $776M
Qube Research & Technologies Ltd Hedge fund +527K +468.0% 640K $248M
Assenagon Asset Management S.A. +484K +421.7% 599K $232M
Canada Pension Plan Investment Board +421K +164.6% 676K $262M
Bank Of New York Mellon Corp +378K +13.3% 3.2M $1.2B
Victory Capital Management Inc Active manager +357K +135.1% 621K $240M
High Ground Investment Management LLP +336K +97.6% 680K $263M
Diamond Hill Capital Management, LLC (Investment Advisor) Active manager +250K New position 250K $96.6M
Sound Shore Management Inc +243K New position 243K $94.2M
Royal Bank Of Canada +200K +40.3% 695K $269M
Renaissance Technologies LLC Hedge fund +186K +1193.1% 201K $77.9M
Mackenzie Financial Corp +161K +221.1% 234K $90.6M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Amundi −1.0M −38.9% 1.6M $636M
Bank Of America Corp −912K −33.6% 1.8M $699M
Blackrock, Inc. Index funds −896K −4.5% 19.0M $7.3B
Price T Rowe Associates Inc Active manager −732K −15.4% 4.0M $1.6B
Citadel Advisors LLC Hedge fund −656K −42.0% 906K $351M
Invesco Ltd. −583K −12.1% 4.2M $1.6B
Manufacturers Life Insurance Company, The −550K −26.5% 1.5M $591M
Artisan Partners Limited Partnership Active manager −546K −10.6% 4.6M $1.8B
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −453K −18.0% 2.1M $799M
Barclays PLC −415K −49.5% 424K $164M
Ruane, Cunniff & Goldfarb L.P. Active manager −408K −29.4% 980K $379M
Beutel, Goodman & Co Ltd. −308K −34.8% 578K $224M
Massachusetts Financial Services Co Active manager −300K −13.4% 1.9M $749M
Capital International Investors Active manager −299K −28.5% 752K $291M
Vanguard Capital Management LLC Index funds −287K −2.0% 14.1M $5.4B
D. E. Shaw & Co., Inc. Hedge fund −266K −65.4% 140K $54.3M
Balyasny Asset Management L.P. Hedge fund −256K −96.3% 9,927 $3.8M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager −247K −12.7% 1.7M $654M
Cooperman Leon G −228K Sold out 0 —
BNP Paribas Financial Markets −210K −47.1% 236K $91.1M

New positions

largest by value
InstitutionSharesValue June 30, 2026
ACR Alpine Capital Research, LLCActive manager 738K $285M
Diamond Hill Capital Management, LLC (Investment Advisor)Active manager 250K $96.6M
Sound Shore Management Inc 243K $94.2M
Worldquant Millennium Advisors LLCHedge fund 144K $55.6M
Ceredex Value Advisors LLC 127K $49.1M
Ilex Capital Partners (UK) LLP 114K $43.9M
HRT Financial LP 84K $32.4M
Csm Advisors, LLC 67K $25.9M
Glenview Capital Management, LLCHedge fund 67K $25.8M
Ddd Partners, LLC 53K $20.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Cooperman Leon G 228K $66.7M
Cornerstone Investment Partners, LLC 143K $41.8M
Ranmore Fund Management Ltd 137K $40M
Natixis 119K $34.9M
Capital Research Global InvestorsActive manager 119K $34.9M
Dkrt Investments Corp. 95K $27.8M
Meridiem Capital Partners LP 88K $25.7M
Point72 Asset Management, L.P.Hedge fund 59K $17.4M
Portland Investment Counsel Inc. 58K $17M
Capital Fund Management S.A.Hedge fund 53K $15.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,600
Ten largest holders
43.1%
of 13F-reported shares
Index fund managers
29.7%
of 13F-reported shares
Active managers and hedge funds
32.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 58 56 14 11 +5.5M +9.0%
Index fund managers 4 8 0 0 −1.3M −2.1%
Other institutions 769 580 225 91 +510K +0.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Elevance Health · Insiders · Politicians