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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
$1.24B
2
Stifel Financial
Stifel Financial
Missouri
$371M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$876M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
5
BlackRock
BlackRock
New York
$10.9B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.28B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$408M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$442M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$882M
5
TGA
TPG GP A
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$925M -$46.1M -88,695 -5%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$882M -$197M -375,391 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
28
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$876M +$174M +334,790 +25%
BWA
29
Brave Warrior Advisors
New York
$854M +$4.31M +8,286 +0.5%
Charles Schwab
30
Charles Schwab
California
$838M +$9.12M +17,536 +1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$837M -$29.2M -56,143 -3%
Eagle Capital Management (New York)
32
Eagle Capital Management (New York)
New York
$832M -$4.31M -8,286 -0.5%
EIG
33
EdgePoint Investment Group
Ontario, Canada
$683M +$23.8M +45,720 +4%
Amundi
34
Amundi
France
$652M -$29.8M -60,870 -4%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$646M -$36.7M -70,578 -5%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$640M -$55M -105,950 -8%
Franklin Resources
37
Franklin Resources
California
$617M +$85.6M +168,220 +16%
Newport Trust Company
38
Newport Trust Company
District of Columbia
$587M -$9.03M -17,362 -2%
VAM
39
Veritas Asset Management
United Kingdom
$571M -$20.4M -39,284 -3%
RCG
40
Ruane, Cunniff & Goldfarb
New York
$522M -$10.2M -19,538 -2%
OAG
41
Orbis Allan Gray
Bermuda
$471M -$10.3M -19,892 -2%
Deutsche Bank
42
Deutsche Bank
Germany
$465M +$35.4M +68,060 +8%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$445M +$25.9M +49,755 +6%
First Trust Advisors
44
First Trust Advisors
Illinois
$443M +$23.5M +45,137 +6%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$442M -$199M -382,829 -31%
UBS Group
46
UBS Group
Switzerland
$426M +$49.4M +94,992 +13%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$413M +$74.2M +142,605 +22%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$411M -$74.7M -143,695 -15%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$408M -$244M -469,134 -37%
Ninety One (UK)
50
Ninety One (UK)
United Kingdom
$381M -$71.3M -137,098 -16%
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