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Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$16.9M +$1.57M +2,901 +10%
FAT
327
First American Trust
California
$16.9M +$4.29M +7,913 +34%
NO
328
Ninety One
South Africa
$16.8M -$5.14M -9,504 -23%
LBC
329
Lowe Brockenbrough & Co
Virginia
$16.7M -$171K -316 -1%
GF
330
Gabelli Funds
New York
$16.4M – – –
SSWM
331
Smith Salley Wealth Management
North Carolina
$16.4M +$953K +1,759 +6%
WTB
332
Washington Trust Bank
Washington
$16.3M -$215K -396 -1%
AAIS
333
ABN AMRO Investment Solutions
$16.3M -$217K -400 -1%
CWM
334
CIBC World Markets
New York
$16.2M +$3.5M +6,453 +27%
FI
335
Firetrail Investments
Australia
$16.2M +$8.99M +16,595 +125%
SG Americas Securities
336
SG Americas Securities
New York
$16.1M -$1.56M -2,883 -9%
NAM
337
Nissay Asset Management
Japan
$15.3M +$255K +470 +2%
NGM
338
North Growth Management
British Columbia, Canada
$15.2M – – –
PHP
339
Parkman Healthcare Partners
Connecticut
$15M +$6.82M +12,587 +83%
Janney Montgomery Scott
340
Janney Montgomery Scott
Pennsylvania
$15M -$394K -728 -3%
Daiwa Securities Group
341
Daiwa Securities Group
Japan
$15M +$1.2M +2,212 +9%
TS
342
Tamar Securities
California
$14.9M +$1.02M +1,881 +7%
National Bank of Canada
343
National Bank of Canada
Quebec, Canada
$14.8M -$137K -257 -0.9%
EDRH
344
Edmond de Rothschild Holding
Switzerland
$14.8M -$4.06M -7,484 -21%
PI
345
PineBridge Investments
New York
$14.8M -$11.5M -21,235 -44%
LKIM
346
Lawson Kroeker Investment Management
Nebraska
$14.8M -$7.59K -14 -0.1%
SGI
347
Summit Global Investments
Utah
$14.6M -$3.11M -5,737 -18%
SMDAM
348
Sumitomo Mitsui DS Asset Management
Japan
$14.5M +$790K +1,458 +6%
VPIM
349
Vanguard Personalized Indexing Management
California
$14.5M +$2.63M +4,857 +22%
CCP
350
Clough Capital Partners
Massachusetts
$14M +$1.41M +2,595 +11%
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