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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 %
Daiwa Securities Group
351
Daiwa Securities Group
Japan
$13.2M +$1.53M +2,953 +13%
SDIC
352
South Dakota Investment Council
South Dakota
$13.2M – – –
SMDAM
353
Sumitomo Mitsui DS Asset Management
Japan
$13.2M +$401K +773 +3%
BWP
354
Barlow Wealth Partners
Kentucky
$13M +$12M +24,050 +1,105%
GPC
355
Guardian Point Capital
Virginia
$13M – – –
CIP
356
Chartwell Investment Partners
Pennsylvania
$12.9M +$1.19M +2,288 +10%
Impax Asset Management Group
357
Impax Asset Management Group
United Kingdom
$12.8M -$838K -1,616 -6%
BFG
358
Bleakley Financial Group
New Jersey
$12.6M +$10.3M +19,850 +445%
SW
359
Simplicity Wealth
New Jersey
$12.6M +$12.6M +24,291 New
Rafferty Asset Management
360
Rafferty Asset Management
New York
$12.6M +$175K +338 +1%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$12.5M -$1.09M -2,097 -8%
Calamos Advisors
362
Calamos Advisors
Illinois
$12.5M +$68.4K +132 +0.5%
MWM
363
Modera Wealth Management
New Jersey
$12.5M +$197K +380 +2%
UAM
364
Unison Asset Management
Florida
$12.4M -$103K -199 -0.8%
FCBT
365
First Citizens Bank & Trust
North Carolina
$12.2M +$2.84M +5,468 +30%
CWM
366
CIBC World Markets
New York
$12.2M -$29M -55,865 -70%
CCP
367
Clough Capital Partners
Massachusetts
$12.1M +$9.91M +19,115 +455%
ECM
368
ExodusPoint Capital Management
New York
$12M +$7.04M +13,578 +141%
FAT
369
First American Trust
California
$12M +$1.43M +2,751 +13%
DIA
370
Dana Investment Advisors
Wisconsin
$12M +$5.16M +9,954 +76%
DILIC
371
Dai-ichi Life Insurance Company
Japan
$11.9M -$1.19M -2,296 -9%
PAIM
372
Punch & Associates Investment Management
Minnesota
$11.8M -$647K -1,248 -5%
FC
373
FORA Capital
Florida
$11.8M +$3.23M +6,229 +38%
UE
374
Unisphere Establishment
Liechtenstein
$11.5M – – –
VPIM
375
Vanguard Personalized Indexing Management
California
$11.3M +$1.13M +2,185 +11%
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