Fulcrum Asset Management LLP

Position in ELV — Elevance Health, Inc.

CIK 1353395 LONDON, X0

Back to ELV Full portfolio

Position in ELV

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$390,210

-$1,130,626 QoQ

Shares Held

1,009

-80.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,052

of 1,597 holders

Holding Since

Mar 2021

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ELV Over Time

Shares Held

Position Value (USD)

Derivatives in ELV

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$13,893,492

PutShares

31,942

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $4,962,566 across 8 Healthcare Plans names. ELV ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CI	Cigna Group	6,530	$1,800,190
2	UNH	Unitedhealth Group Inc	4,274	$1,776,402
3	CVS	CVS HEALTH Corp	5,999	$620,596
4	ELV	Elevance Health, Inc. This page	1,009	$390,210
5	HUM	Humana Inc	516	$204,965
6	CNC	Centene Corp	2,349	$150,782
7	MOH	Molina Healthcare, Inc.	64	$14,636
8	PGNY	Progyny, Inc.	166	$4,785

All Filings in ELV

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$390,210	1,009	-80.6%	Shares	Sole	2026-08-18
2026-03-31	$1,520,836	5,195	—	Shares	Sole	2026-05-14
2025-03-31	$13,893,492	31,942	—	Put	Sole	2025-04-24
2022-03-31	$861,108	1,753	-39.9%	Principal	Sole	2022-05-10
2021-12-31	$1,353,073	2,919	0.0%	Principal	Sole	2022-03-24
2021-09-30	$1,088,203	2,919	+4.0%	Principal	Sole	2021-10-19
2021-03-31	$1,007,213	2,806	—	Principal	Sole	2021-04-21
No filing history on record for this holder in this stock.