LongELVJun 2026
Elevance Health, Inc.
Elevance is part of Eagle's 13% managed-care allocation. The industry combines significant scale advantages with structural growth above the broader economy, but recent cost and…
ELV
Which hedge funds are long ELV?
5 published ideas on Elevance Health, Inc. across 3 funds — 5 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Elevance Health, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongELVJun 2026
Elevance Health, Inc.
Sound Shore identified Elevance after the stock sold off on concerns about regulatory risk and weak margins in Medicaid and Medicare. At roughly 13 times earnings with…
LongELVJun 2026
Elevance Health, Inc.
Hotchkis & Wiley sees increasing evidence that Elevance's profitability is recovering. Despite the share-price improvement, the company remains valued at a discount to the…
LongELVJun 2026
Elevance Health, Inc.
Hotchkis & Wiley sees Elevance Health as a large, high-quality health insurer whose profitability is beginning to recover. Despite the share-price rebound, the stock still trades…
LongELVJun 2026
Elevance Health, Inc.
Sound Shore identified Elevance after the stock sold off on concerns about regulatory risk and weak margins in Medicaid and Medicare. At roughly 13 times earnings with…