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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWA
551
KCS Wealth Advisory
California
$2.75M +$300K +652 +12%
EI
552
EDMP Inc
Florida
$2.74M -$289K -629 -10%
QCM
553
Quantinno Capital Management
New York
$2.74M +$128K +278 +5%
RFWA
554
RPg Family Wealth Advisory
Massachusetts
$2.73M +$241K +524 +10%
MNBTD
555
Moody National Bank Trust Division
Texas
$2.73M -$4.14K -9 -0.2%
CWG
556
Cornerstone Wealth Group
North Carolina
$2.73M +$8.28K +18 +0.3%
ASN
557
Advisory Services Network
Georgia
$2.67M +$207K +451 +8%
BW
558
Bison Wealth
Georgia
$2.67M -$20.1K -44 -0.7%
FC
559
FORA Capital
Florida
$2.65M -$2.12M -4,609 -44%
JHCP
560
Jackson Hole Capital Partners
Oklahoma
$2.62M +$198K +430 +8%
ACM
561
Alamar Capital Management
California
$2.6M +$6.44K +14 +0.2%
SG Americas Securities
562
SG Americas Securities
New York
$2.57M +$2.13M +4,631 +482%
BAM
563
Belpointe Asset Management
Nevada
$2.56M +$1.41M +3,076 +123%
SCA
564
Stonebridge Capital Advisors
Minnesota
$2.52M +$23K +50 +0.9%
Carson Wealth (CWM LLC)
565
Carson Wealth (CWM LLC)
Nebraska
$2.51M -$55.6K -121 -2%
AAS
566
Avantax Advisory Services
Texas
$2.5M +$86K +187 +4%
LCM
567
Legato Capital Management
California
$2.5M – – –
JCM
568
Jag Capital Management
Missouri
$2.49M -$93.3K -203 -4%
BSB
569
Bangor Savings Bank
Maine
$2.48M -$12.9K -28 -0.5%
JWM
570
Jackson Wealth Management
Florida
$2.48M +$42.8K +93 +2%
BS
571
Banco Santander
Spain
$2.48M -$794K -1,727 -24%
GP
572
Geneva Partners
Wisconsin
$2.44M -$2.06M -4,484 -46%
CWM
573
Chemistry Wealth Management
New York
$2.44M +$22.5K +49 +0.9%
EWM
574
Empirical Wealth Management
Washington
$2.42M +$326K +708 +16%
KMWM
575
Keudell/Morrison Wealth Management
Oregon
$2.42M -$5.52K -12 -0.2%
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