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ELV —
ELEVANCE HEALTH
CUSIP: 036752103 · Held by 10 superinvestors · Combined value: $4,996,423,962
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Bill Nygren | 2.1% | $1,680,692,576 | 4,794,445 | ADD | +1,604,821 |
| 2 | First Eagle Investment Mgmt | 2.5% | $1,410,218,523 | 4,022,874 | ADD | +24,271 |
| 3 | Ken Griffin | 0.1% | $827,532,518 | 2,360,669 | ADD | +943,383 |
| 4 | Seth Klarman | 8.4% | $444,954,000 | 1,269,302 | REDUCE | -49,698 |
| 5 | Glenn Greenberg | 10.3% | $438,819,542 | 1,251,803 | REDUCE | -582,199 |
| 6 | Yacktman Asset Mgmt | 1.6% | $115,245,416 | 328,756 | REDUCE | -5,617 |
| 7 | Richard Pzena | 0.2% | $75,831,677 | 216,322 | REDUCE | -387 |
| 8 | FPA Queens Road | 0.1% | $1,577,475 | 4,500 | - | - |
| 9 | Tweedy Browne | 0.1% | $1,096,520 | 3,128 | ADD | +432 |
| 10 | Dodge & Cox | 0.0% | $455,715 | 1,300 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +1,604,821 | +50.3% |
| First Eagle Investment Mgmt | ADD | +24,271 | +0.6% |
| Ken Griffin | ADD | +943,383 | +66.6% |
| Tweedy Browne | ADD | +432 | +16.0% |
| Glenn Greenberg | REDUCE | -582,199 | -31.7% |
| Richard Pzena | REDUCE | -387 | -0.2% |
| Seth Klarman | REDUCE | -49,698 | -3.8% |
| Yacktman Asset Mgmt | REDUCE | -5,617 | -1.7% |
| Ray Dalio | SOLD | -55,203 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Tweedy Browne | NEW BUY | +2,696 | New |
| Bill Nygren | ADD | +902,059 | +39.4% |
| First Eagle Investment Mgmt | ADD | +798,457 | +25.0% |
| Glenn Greenberg | ADD | +724,349 | +65.3% |
| Ken Griffin | ADD | +794,486 | +127.6% |
| Seth Klarman | ADD | +703,000 | +114.1% |
| FPA Queens Road | REDUCE | -31 | -0.7% |
| Ray Dalio | REDUCE | -3,634 | -6.2% |
| Richard Pzena | REDUCE | -567 | -0.3% |
| Yacktman Asset Mgmt | REDUCE | -6,967 | -2.0% |
| Jim Simons | SOLD | -53,573 | Exit |
Who Owns ELV? Superinvestor Holdings
ELEVANCE HEALTH is held by 10 tracked superinvestors, with a combined position value of $5.0 billion . The largest positions are held by Bill Nygren (2.1% of portfolio), First Eagle Investment Mgmt (2.5% of portfolio), Ken Griffin (0.1% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 4 reduced or exited.