ELV
ELEVANCE HEALTH, INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $522 | $394 | -25% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $522 | $394 | -25% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $522 | $394 | -25% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $522 | $394 | -25% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $522 | $394 | -25% |
| Citadel Advisors re-entered | Q4 2024(8Q snapshot) | 6Q | $395 | $394 | -0% |
| Renaissance Technologies re-entered | Q1 2025(8Q snapshot) | 5Q | $382 | $394 | +3% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 7× in & out | Q4 2021 | Q1 2026 | → $345 | -16% |
| D1 Capital Partners 2× in & out | Q1 2025 | Q4 2025 | → $322 | -15% |
| Glenview Capital 4× in & out | Q4 2023 | Q4 2024 | → $395 | -11% |
| Maverick Capital 5× in & out | Q1 2024 | Q2 2024 | → $521 | +7% |
| Viking Global Investors 5× in & out | Q2 2022 | Q4 2023 | → $443 | -5% |
| Coatue Management | Q1 2020 | Q2 2020 | → $256 | -6% |
| JANA Partners | Q2 2018 | Q2 2019 | → $235 | +13% |
| Third Point | Q1 2017 | Q3 2018 | → $234 | +64% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Elevance Health, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 20, 2026 — the most recent Form 4 on file — not from today.
- Form 40001659075-26-000004May 20, 2026
- Form 40001628280-26-035643May 15, 2026
- Form 40001438226-26-000009May 15, 2026
- Form 40001420501-26-000004May 15, 2026
- Form 40001192045-26-000002May 15, 2026
- Form 40001648401-26-000006May 15, 2026
- Form 40001730038-26-000004May 15, 2026
- Form 40001182705-26-000004May 15, 2026
- Form 40001524849-26-000002May 15, 2026
- Form 40001587697-26-000006May 15, 2026
- Form 40001191508-26-000004May 15, 2026
- Form 40001438226-26-000007Mar 23, 2026
- Form 40001887908-26-000005Mar 9, 2026
- Form 40001191508-26-000002Mar 6, 2026
- Form 40001659075-26-000002Mar 4, 2026
Fundamentals
XBRL · ELEVANCE HEALTH, INC.Annual figures sourced directly from ELEVANCE HEALTH, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Elevance Health, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 13, 2026
- 10-QQuarterly reportApr 22, 2026
- 8-KMaterial eventApr 22, 2026
- DEF 14AProxy statementMar 27, 2026
- 8-KMaterial eventMar 10, 2026
- 8-KMaterial eventMar 2, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-KAnnual reportFeb 6, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventDec 10, 2025
- 8-KMaterial eventNov 10, 2025
- 10-QQuarterly reportOct 21, 2025
- 8-KMaterial eventOct 21, 2025
- 8-KMaterial eventSep 15, 2025
- 8-KMaterial eventSep 4, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $393 | $394 | +0% |
| Point72 Asset Management | Q2 2026 | open | $393 | $394 | +0% |
| Renaissance Technologies | Q2 2026 | open | $397 | $394 | -1% |
| Citadel Advisors | Q4 2025 | open | $322 | $394 | +22% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $290 | $325 | +12% |
| Point72 Asset Management | Q2 2025 | Q3 2025 | $382 | $291 | -24% |
| D1 Capital Partners | Q1 2025 | Q4 2025 | $380 | $322 | -15% |
| Renaissance Technologies | Q1 2025 | Q2 2025 | $382 | $366 | -4% |
| Citadel Advisors | Q4 2024 | Q3 2025 | $395 | $291 | -26% |
| Two Sigma Investments | Q3 2024 | Q1 2026 | $522 | $343 | -34% |
| D.E. Shaw | Q3 2024 | open | $522 | $394 | -25% |
| AQR Capital Management | Q3 2024 | open | $522 | $394 | -25% |
| Millennium Management | Q3 2024 | open | $522 | $394 | -25% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $522 | $395 | -24% |
| Maverick Capital | Q1 2024 | Q2 2024 | $487 | $521 | +7% |
| Glenview Capital | Q4 2023 | Q4 2024 | $443 | $395 | -11% |
| Maverick Capital | Q3 2023 | Q4 2023 | $451 | $443 | -2% |
| D1 Capital Partners | Q2 2023 | Q4 2024 | $431 | $395 | -8% |
| Glenview Capital | Q2 2023 | Q3 2023 | $431 | $451 | +5% |
| Maverick Capital | Q4 2022 | Q2 2023 | $465 | $431 | -7% |
| Viking Global Investors | Q2 2022 | Q4 2023 | $465 | $443 | -5% |
| Bridgewater Associates | Q4 2021 | Q1 2026 | $410 | $345 | -16% |
| Glenview Capital | Q1 2021 | Q1 2022 | $269 | $417 | +55% |
| Viking Global Investors | Q4 2020 | Q1 2021 | $308 | $269 | -13% |
| Maverick Capital | Q2 2020 | Q3 2022 | $256 | $466 | +82% |
| Bridgewater Associates | Q2 2020 | Q4 2020 | $251 | $308 | +23% |
| Coatue Management | Q1 2020 | Q2 2020 | $273 | $256 | -6% |
| Bridgewater Associates | Q2 2019 | Q1 2020 | $237 | $274 | +15% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $207 | $237 | +14% |
| JANA Partners | Q2 2018 | Q2 2019 | $207 | $235 | +13% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $195 | $209 | +7% |
| Viking Global Investors | Q3 2017 | Q3 2020 | $170 | $255 | +50% |
| Third Point | Q1 2017 | Q3 2018 | $143 | $234 | +64% |
| Bridgewater Associates | Q2 2016 | Q2 2017 | $118 | $162 | +37% |
| Maverick Capital | Q4 2015 | Q3 2019 | $116 | $249 | +114% |
| Viking Global Investors | Q3 2015 | Q3 2016 | $128 | $113 | -12% |
| Viking Global Investors | Q1 2015 | Q2 2015 | $121 | $138 | +14% |
| Glenview Capital | Q1 2015 | Q2 2020 | $121 | $256 | +112% |
| Bridgewater Associates | Q1 2015 | Q1 2016 | $120 | $104 | -14% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.