Investors’ Favour Strengthens Elevance Health’s (ELV) Rebound
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | High Ground Investment Management Edgar Allen | 679,904 | $262,939,273 | +98% | 23.09% |
| 2. | Polaris Capital Management Bernard Horn | 43,824 | $16,948,056 | -39% | 1.6% |
| 3. | Levin Easterly Partners John Murphy | 43,512 | $16,827,396 | +2% | 0.86% |
| 4. | Iridian Asset Management David Cohen And Harold Levy | 14,989 | $5,796,696 | -31% | 1.99% |
| 5. | Lee Munder Capital Group Lee Munder | 4,287 | $1,657,912 | +2% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $366.05 | 1,000 | $366,050.00 | 10,908 | 2026-07-17 | Filing | |
| $368.25 | 2,045 | $753,071.25 | 171,976 | 2026-07-17 | Filing | |
| $366.41 | 680 | $249,158.80 | 169,931 | 2026-07-17 | Filing | |
| $289.84 | 3,000 | $869,520.00 | 3,639 | 2026-03-05 | Filing | |
| $312.15 | 1,200 | $374,580.00 | 3,502 | 2025-08-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $403.16 | 369 | $148,766.04 | 3,740 | 2026-06-12 | Filing | |
| $401.77 | 151 | $60,667.27 | 10,734 | 2026-06-11 | Filing | |
| $403.13 | 1,531 | $617,192.03 | 4,109 | 2026-05-19 | Filing | |
| $287.50 | 26 | $7,475.00 | 218 | 2026-03-12 | Filing | |
| $284.92 | 3,196 | $910,604.32 | 11,791 | 2026-03-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 737,922 | $285,376,389 | 4.05% | |
| 2. | 571,339 | $220,953,931 | 0.13% | |
| 3. | 508,280 | $196,567,097 | 0.44% | |
| 4. | 461,600 | $178,514,568 | 6.03% | |
| 5. | 441,940 | $171,104,235 | 0.84% |