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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
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
501
First Trust Direct Indexing
Massachusetts
$5.3M +$821K +1,516 +18%
RWM
502
Rench Wealth Management
Texas
$5.29M +$188K +347 +4%
IA
503
Icon Advisers
Colorado
$5.19M – – –
AC
504
Asio Capital
Kentucky
$5.13M +$77.5K +143 +2%
QCM
505
Quantinno Capital Management
New York
$5.11M +$1.52M +2,813 +43%
TRCT
506
Tower Research Capital (TRC)
New York
$5.02M +$2.56M +4,721 +104%
EF
507
Empirical Finance
Pennsylvania
$4.96M +$285K +526 +6%
PAS
508
Park Avenue Securities
New York
$4.95M +$350K +646 +8%
IAA
509
Independent Advisor Alliance
North Carolina
$4.88M -$108K -199 -2%
LFM
510
LGT Fund Management
Liechtenstein
$4.87M +$1.66M +3,057 +52%
Public Sector Pension Investment Board (PSP Investments)
511
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.84M +$2.01M +3,711 +71%
TIAA Trust, National Association
512
TIAA Trust, National Association
North Carolina
$4.81M -$127K -235 -3%
CA
513
Clearstead Advisors
Ohio
$4.8M +$3.88M +7,167 +424%
GSWM
514
Greenup Street Wealth Management
Michigan
$4.71M +$173K +319 +4%
TAM
515
Tocqueville Asset Management
New York
$4.71M -$2.71K -5 -0.1%
BC
516
Burney Company
Virginia
$4.69M -$137K -252 -3%
KPWS
517
Kestra Private Wealth Services
Texas
$4.65M +$564K +1,040 +14%
FM
518
Family Management
New York
$4.64M +$239K +441 +5%
TFA
519
Toth Financial Advisory
Virginia
$4.63M +$556K +1,027 +14%
Carson Wealth (CWM LLC)
520
Carson Wealth (CWM LLC)
Nebraska
$4.57M +$579K +1,068 +15%
DZ Bank
521
DZ Bank
Germany
$4.55M -$1.57M -2,902 -26%
VIM
522
Vinva Investment Management
Australia
$4.54M +$106K +197 +2%
FMWA
523
Forvis Mazars Wealth Advisors
Missouri
$4.51M +$30.3K +56 +0.7%
NB
524
Norinchukin Bank
Japan
$4.5M +$36.3K +67 +0.8%
BFA
525
Benedict Financial Advisors
Georgia
$4.49M -$74.2K -137 -2%
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