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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
$2.57B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.12B
3
UBS AM
UBS AM
Illinois
$1.15B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$680M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$1.12B

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$29.7M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.26B
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.49B
4
DCP
D1 Capital Partners
New York
$160M
5
BlackRock
BlackRock
New York
$11.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.01B +$12.9M +23,872 +1%
Invesco
27
Invesco
Georgia
$992M -$112M -207,037 -10%
Legal & General Group
28
Legal & General Group
United Kingdom
$965M -$12.6M -23,307 -1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$903M -$24.1M -44,557 -3%
BWA
30
Brave Warrior Advisors
New York
$885M -$6.89M -12,710 -0.8%
Eagle Capital Management (New York)
31
Eagle Capital Management (New York)
New York
$872M +$22.9M +42,280 +3%
Charles Schwab
32
Charles Schwab
California
$864M +$15.2M +28,054 +2%
Amundi
33
Amundi
France
$739M +$15.9M +29,896 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$731M +$55.6M +102,603 +8%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$722M -$86M -159,326 -11%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$712M -$101M -186,960 -12%
EIG
37
EdgePoint Investment Group
Ontario, Canada
$687M +$7.2M +13,291 +1%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$680M +$210M +388,029 +45%
Barrow, Hanley, Mewhinney & Strauss
39
Barrow, Hanley, Mewhinney & Strauss
Texas
$668M -$20.8M -38,447 -3%
Newport Trust Company
40
Newport Trust Company
District of Columbia
$621M -$18.1M -33,408 -3%
VAM
41
Veritas Asset Management
United Kingdom
$616M -$12.4M -22,917 -2%
Franklin Resources
42
Franklin Resources
California
$566M -$41.7M -76,993 -7%
RCG
43
Ruane, Cunniff & Goldfarb
New York
$555M -$27.4M -50,614 -5%
Barclays
44
Barclays
United Kingdom
$536M -$19.2M -35,466 -3%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$506M +$68.8M +126,949 +16%
OAG
46
Orbis Allan Gray
Bermuda
$501M -$18.6M -34,365 -4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$498M +$14M +25,817 +3%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$480M +$28.2M +52,121 +6%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$471M -$18.7M -34,544 -4%
Deutsche Bank
50
Deutsche Bank
Germany
$447M +$29.8M +55,038 +7%
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