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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
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHPW
501
Beverly Hills Private Wealth
California
$4.86M +$985K +1,895 +25%
EF
502
Empirical Finance
Pennsylvania
$4.85M +$93.6K +180 +2%
PAS
503
Park Avenue Securities
New York
$4.84M +$85.3K +164 +2%
TAMH
504
Taikang Asset Management (HK)
Hong Kong
$4.74M +$2.45M +4,707 +107%
ECM
505
Everence Capital Management
Indiana
$4.69M – – –
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$4.66M +$42.1K +81 +0.9%
NTIC
507
Napean Trading & Investment Company
Singapore
$4.61M -$1.49M -2,870 -24%
AM
508
AGF Management
Ontario, Canada
$4.61M +$1.1M +2,114 +31%
AIMCA
509
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.58M +$1.82M +3,503 +66%
CA
510
Clearstead Advisors
Ohio
$4.56M -$49.4K -95 -1%
SAM
511
Simplify Asset Management
Nevada
$4.56M +$1.83M +3,526 +67%
KPWS
512
Kestra Private Wealth Services
Texas
$4.55M +$85.3K +164 +2%
TC
513
TownSquare Capital
Utah
$4.54M +$269K +517 +6%
NIM
514
NEOS Investment Management
Connecticut
$4.52M +$844K +1,624 +23%
A
515
AustralianSuper
Australia
$4.42M +$316K +607 +8%
IAA
516
Independent Advisor Alliance
North Carolina
$4.42M -$266K -512 -6%
TAM
517
Tocqueville Asset Management
New York
$4.42M -$96.2K -185 -2%
VIM
518
Vinva Investment Management
Australia
$4.42M -$18.9K -36 -0.4%
LFM
519
LGT Fund Management
Liechtenstein
$4.4M -$139K -275 -3%
FMWA
520
Forvis Mazars Wealth Advisors
Missouri
$4.39M +$56.7K +109 +1%
MIF
521
Mediolanum International Funds
Ireland
$4.36M +$1.57M +3,007 +57%
AAM
522
Advisors Asset Management
Colorado
$4.36M +$1.59M +3,054 +57%
BFA
523
Benedict Financial Advisors
Georgia
$4.29M -$16.6K -32 -0.4%
AA
524
Axiom Advisory
California
$4.27M +$66.8K +125 +2%
SF
525
Synovus Financial
Georgia
$4.27M +$20.8K +40 +0.5%
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