Sector: health
Conviction from: S&PCitrini
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.
3 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 69 — mean of 3 scored holder(s) · buyers (new/add) avg 68. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bill Nygren / Oakmark (Harris Associates) | 68 | Added +7% | 5,136,526 | $1,503,717,987 | 2.0% |
| Seth Klarman / Baupost | 64 | Holds (flat) | 1,275,154 | $373,301 | 7.3% |
| Ruane Cunniff / Sequoia Fund | 76 | Trimmed -2% | 1,387,968 | $406,327,632 | 6.7% |
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 |