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Elevance Health

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
551
William Blair & Company
Illinois
$3.02M +$556K +1,251 +23%
Capstone Investment Advisors
552
Capstone Investment Advisors
New York
$2.96M +$1.27M +2,859 +75%
PRS
553
Pinkerton Retirement Specialists
Idaho
$2.95M -$1.24M -2,791 -30%
BMM
554
Buffington Mohr McNeal
Idaho
$2.94M +$1.24M +2,798 +73%
TCPG
555
Trivant Custom Portfolio Group
California
$2.93M +$36.4K +82 +1%
B
556
Bailard
California
$2.92M -$2.2M -4,956 -43%
VF
557
Virtu Financial
New York
$2.92M +$2.92M +6,570 New
FLI
558
Family Legacy Inc
South Carolina
$2.89M -$7.11K -16 -0.2%
KWA
559
KCS Wealth Advisory
California
$2.88M +$221K +497 +8%
LA
560
LBP AM
France
$2.88M -$3.22M -7,237 -53%
NICM
561
Neo Ivy Capital Management
New York
$2.85M +$2.85M +6,411 New
PAM
562
Pegasus Asset Management
New York
$2.84M +$34.2K +77 +1%
JIR
563
James Investment Research
Ohio
$2.84M -$109K -245 -4%
RFN
564
RDA Financial Network
Iowa
$2.8M -$4.89K -11 -0.2%
FWIA
565
Fort Washington Investment Advisors
Ohio
$2.8M -$88.9K -200 -3%
BW
566
Bison Wealth
Georgia
$2.78M +$182K +410 +7%
IAS
567
IMA Advisory Services
Colorado
$2.72M +$395K +890 +17%
ACM
568
Alamar Capital Management
California
$2.71M +$198K +445 +8%
IC
569
IEQ Capital
California
$2.7M -$982K -2,210 -27%
MNBTD
570
Moody National Bank Trust Division
Texas
$2.69M +$51.1K +115 +2%
VLKIM
571
Van Lanschot Kempen Investment Management
Netherlands
$2.68M -$717K -1,613 -21%
S
572
SimplyRich
California
$2.68M +$444 +1 +0%
ECM
573
Everence Capital Management
Indiana
$2.65M
RFC
574
Regions Financial Corp
Alabama
$2.64M -$333K -749 -11%
Carson Wealth (CWM LLC)
575
Carson Wealth (CWM LLC)
Nebraska
$2.63M +$210K +472 +9%