Sector: health
Conviction from: S&PCitrini
52-week range: 274.84436.24
Elevance Health, formerly Anthem, is a health-benefits company providing medical, pharmacy, dental, and behavioral insurance plans, largely through Blue Cross Blue Shield licenses across many states.
7 tracked filer(s) hold this · 1 opened, 0 added, 5 trimmed in 30-JUN-2026
Aggregate 13FScore 63 — mean of 7 scored holder(s) · buyers (new/add) avg 58. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Larry Robbins / Glenview | 58 | New buy | 66,599 | $25,755,831 | 0.5% |
| Seth Klarman / Baupost | 62 | Holds (flat) | 1,275,154 | $493,140 | 9.1% |
| Ruane Cunniff / Sequoia Fund | 75 | Trimmed -29% | 979,598 | $378,839,935 | 5.9% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Trimmed -4% | 4,924,511 | $1,904,455,957 | 2.5% |
| Ancora | 40 | Trimmed -57% | 178 | $68,838 | 0.0% |
| Paul Tudor Jones / Tudor | 63 | Trimmed -71% | 14,500 | $5,607,585 | 0.0% |
| Steve Cohen / Point72 | 76 | Trimmed -21% | 67,300 | $26,026,929 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-07-17 | PERU RAMIRO G (cluster of 2) | director | 1,000 | $366,050 | Form 4 |
| 2026-07-17 | BOUDREAUX GAIL (cluster of 2) | director+officer | 2,725 | $1,002,230 | Form 4 |
| 2026-03-06 | COLLIS STEVEN H | director | 3,000 | $869,520 | Form 4 |
2 disclosed trade(s) by 2 filer(s).
4 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| Report | Date | Stance |
|---|
| #97 — Rough Seas Make Strong Sailors: Navigating the Healthcare Policy Tsunami | 2025-05-28 | WATCH |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |
| #84 — Market Memo: Healthcare's AI-Powered Trump Card | 2025-02-09 | SHORT |