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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
326
SG Americas Securities
New York
$16.9M +$12.3M +23,649 +265%
Acadian Asset Management
327
Acadian Asset Management
Massachusetts
$16.8M -$11.5M -22,218 -41%
TW
328
Trajan Wealth
Arizona
$16.7M +$16.7M +32,179 New
NAM
329
NorthCrest Asset Manangement
Minnesota
$16.4M -$3.41M -6,569 -17%
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$16.2M +$1.83M +3,524 +13%
PP
331
Prudential plc
United Kingdom
$16.2M +$7.81M +15,062 +93%
RG
332
Redmile Group
California
$16.2M +$4.22M +8,144 +35%
LBC
333
Lowe Brockenbrough & Co
Virginia
$16.1M +$1.62M +3,124 +11%
WTB
334
Washington Trust Bank
Washington
$15.8M -$467K -900 -3%
Capital Fund Management (CFM)
335
Capital Fund Management (CFM)
France
$15.8M +$4.59M +8,856 +41%
AAIS
336
ABN AMRO Investment Solutions
$15.8M -$13.6M -26,266 -46%
GF
337
Gabelli Funds
New York
$15.7M – – –
JFG
338
Jefferies Financial Group
New York
$15.7M +$3.35M +6,467 +27%
CIM
339
Chiron Investment Management
New York
$15.2M -$5.8M -11,176 -28%
National Bank of Canada
340
National Bank of Canada
Quebec, Canada
$15.1M +$697K +1,294 +5%
IMCOOI
341
Investment Management Corp of Ontario (IMCO)
Canada
$15M +$94.9K +183 +0.6%
SSWM
342
Smith Salley Wealth Management
North Carolina
$14.8M -$1.8M -3,476 -11%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$14.8M +$788K +1,519 +6%
Creative Planning
344
Creative Planning
Kansas
$14.7M +$748K +1,442 +5%
BCIM
345
British Columbia Investment Management
British Columbia, Canada
$14.6M +$529K +1,020 +4%
NGM
346
North Growth Management
British Columbia, Canada
$14.5M – – –
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$14.5M +$2.21M +4,271 +18%
NAM
348
Nissay Asset Management
Japan
$14.4M +$225K +434 +2%
LKIM
349
Lawson Kroeker Investment Management
Nebraska
$14.2M +$6.74K +13 +0%
TS
350
Tamar Securities
California
$13.3M +$295K +568 +2%
12 13
14
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