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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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$887M -$52.1M -100,518 -6%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$885M +$111M +213,472 +14%
UBS AM
28
UBS AM
Illinois
$865M -$19.9M -38,282 -2%
BWA
29
Brave Warrior Advisors
New York
$853M -$57.5M -110,816 -6%
Eagle Capital Management (New York)
30
Eagle Capital Management (New York)
New York
$812M -$22.9M -44,233 -3%
Charles Schwab
31
Charles Schwab
California
$812M +$19.1M +36,797 +2%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$798M +$284M +548,168 +55%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$779M -$70.1M -134,609 -8%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$778M -$59M -113,791 -7%
Amundi
35
Amundi
France
$715M -$2.24M -4,262 -0.3%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$660M -$49.5M -95,516 -7%
EIG
37
EdgePoint Investment Group
Ontario, Canada
$650M +$55.8M +107,563 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$647M +$170M +328,504 +36%
Newport Trust Company
39
Newport Trust Company
District of Columbia
$611M -$16.3M -31,343 -3%
VAM
40
Veritas Asset Management
United Kingdom
$601M -$6.19M -11,946 -1%
Franklin Resources
41
Franklin Resources
California
$582M -$40.1M -77,376 -6%
RCG
42
Ruane, Cunniff & Goldfarb
New York
$557M -$24.3M -46,958 -4%
Barclays
43
Barclays
United Kingdom
$532M -$109M -209,835 -17%
OAG
44
Orbis Allan Gray
Bermuda
$497M +$29.8M +57,548 +6%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$469M +$23.8M +45,965 +5%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$463M +$86.2M +166,261 +23%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$449M +$47.3M +91,198 +12%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$437M +$6.41M +12,352 +1%
First Trust Advisors
49
First Trust Advisors
Illinois
$434M +$197M +380,068 +83%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$432M +$64.3M +123,988 +17%
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