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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.74B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$467M
3
Man Group
Man Group
United Kingdom
$298M
4
BlackRock
BlackRock
New York
$9.92B
5
MIS
Morningstar Investment Services
Illinois
$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
$39.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.79B
3
Two Sigma Advisers
Two Sigma Advisers
New York
$142M
4
Two Sigma Investments
Two Sigma Investments
New York
$86M
5
FCM
Farallon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
26
Brave Warrior Advisors
New York
$828M +$60.9M +129,055 +8%
UBS AM
27
UBS AM
Illinois
$805M +$10.2M +21,589 +1%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$768M +$3.91M +8,314 +0.5%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$761M -$51.2M -108,477 -6%
Eagle Capital Management (New York)
30
Eagle Capital Management (New York)
New York
$759M +$107M +225,991 +16%
Bank of America
31
Bank of America
North Carolina
$730M +$9.38M +19,899 +1%
Charles Schwab
32
Charles Schwab
California
$721M +$23.9M +50,701 +3%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$704M +$76.6M +162,515 +12%
Amundi
34
Amundi
France
$660M -$69.9M -144,889 -10%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$645M -$1.79M -3,803 -0.3%
Barclays
36
Barclays
United Kingdom
$582M +$67.1M +142,245 +13%
Newport Trust Company
37
Newport Trust Company
District of Columbia
$571M -$14.7M -31,119 -3%
Franklin Resources
38
Franklin Resources
California
$565M -$9.56M -20,275 -2%
VAM
39
Veritas Asset Management
United Kingdom
$553M -$14.1M -29,864 -2%
EIG
40
EdgePoint Investment Group
Ontario, Canada
$540M -$4.32M -9,160 -0.8%
RCG
41
Ruane, Cunniff & Goldfarb
New York
$529M -$13.5M -28,578 -2%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$467M +$467M +990,628 New
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$433M +$13.6M +28,849 +3%
Deutsche Bank
44
Deutsche Bank
Germany
$425M +$90.2M +191,259 +27%
OAG
45
Orbis Allan Gray
Bermuda
$425M +$7.44M +15,775 +2%
Ninety One (UK)
46
Ninety One (UK)
United Kingdom
$405M +$69.4M +147,103 +21%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$392M +$868K +1,841 +0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
48
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$385M +$83M +176,040 +27%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$365M -$112M -237,737 -23%
Millennium Management
50
Millennium Management
New York
$357M -$109M -231,392 -23%
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