ELV icon

Elevance Health
ELV

Overview Fund Activity

1,582 hedge funds and large institutions have $76.2B invested in Elevance Health in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 468 increasing their positions, 727 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-95
Holders Change %
-5.66%
% of All Funds
21.07%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.51%
New
216
Increased
468
Reduced
727
Closed
280
Calls
$677M
Puts
$619M
Net Calls
+$57.5M
Net Calls Change
+$81.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.34B
2
Harris Associates
Harris Associates
Illinois
$672M
3
OAG
Orbis Allan Gray
Bermuda
$800M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$1.19B
5
DCP
D1 Capital Partners
New York
$295M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$809M
2
Ameriprise
Ameriprise
Minnesota
$706M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$584M
4
Bank of America
Bank of America
North Carolina
$489M
5
Goldman Sachs
Goldman Sachs
New York
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
Harris Associates
26
Harris Associates
Illinois
$672M +$672M +1,821,284 New
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$655M +$196M +532,611 +43%
Legal & General Group
28
Legal & General Group
United Kingdom
$647M -$16.4M -44,489 -2%
Charles Schwab
29
Charles Schwab
California
$617M +$22.8M +61,783 +4%
BWA
30
Brave Warrior Advisors
New York
$601M -$4.22M -11,436 -0.7%
EIG
31
EdgePoint Investment Group
Ontario, Canada
$591M +$107M +288,825 +22%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$584M -$348M -942,104 -37%
Eagle Capital Management (New York)
33
Eagle Capital Management (New York)
New York
$577M -$13.1M -35,614 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$536M -$57.6M -156,230 -10%
Amundi
35
Amundi
France
$496M -$14.8M -38,706 -3%
Bank of America
36
Bank of America
North Carolina
$489M -$315M -853,889 -39%
Goldman Sachs
37
Goldman Sachs
New York
$476M -$260M -704,292 -35%
First Trust Advisors
38
First Trust Advisors
Illinois
$468M +$153M +414,989 +49%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$439M -$18.2M -48,932 -4%
Schroder Investment Management Group
40
Schroder Investment Management Group
United Kingdom
$431M -$190M -515,503 -31%
Franklin Resources
41
Franklin Resources
California
$427M -$20.9M -56,650 -5%
RCG
42
Ruane, Cunniff & Goldfarb
New York
$422M +$51.4M +139,420 +14%
Newport Trust Company
43
Newport Trust Company
District of Columbia
$408M -$8.22M -22,293 -2%
UBS Group
44
UBS Group
Switzerland
$408M +$106M +287,400 +35%
VAM
45
Veritas Asset Management
United Kingdom
$364M -$41M -111,040 -10%
Deutsche Bank
46
Deutsche Bank
Germany
$348M +$18.5M +50,220 +6%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$312M -$3.86M -10,474 -1%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$303M +$49.4M +133,786 +19%
DCP
49
D1 Capital Partners
New York
$295M +$295M +799,000 New
Barrow, Hanley, Mewhinney & Strauss
50
Barrow, Hanley, Mewhinney & Strauss
Texas
$289M -$25M -67,718 -8%
1
2
3 4 5