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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
BSA
551
Bull Street Advisors
Georgia
$3.03M +$32.2K +74 +1%
SWP
552
Strategic Wealth Partners
Ohio
$3.01M -$37.9K -87 -1%
TW
553
Transform Wealth
Colorado
$3M +$10K +23 +0.3%
A
554
AustralianSuper
Australia
$3M
KWA
555
KCS Wealth Advisory
California
$2.93M +$108K +248 +4%
SG Americas Securities
556
SG Americas Securities
New York
$2.92M -$2.28M -5,225 -44%
Vontobel Holding
557
Vontobel Holding
Switzerland
$2.92M -$1.02M -2,351 -26%
BAMCO Inc
558
BAMCO Inc
New York
$2.92M -$1.18M -2,700 -29%
PRC
559
Pearl River Capital
Michigan
$2.91M -$1.1M -2,525 -27%
TCPG
560
Trivant Custom Portfolio Group
California
$2.88M +$8.71K +20 +0.3%
FHB
561
First Hawaiian Bank
Hawaii
$2.86M -$214K -492 -7%
FLI
562
Family Legacy Inc
South Carolina
$2.86M +$24.8K +57 +0.9%
B
563
Bailard
California
$2.86M -$4.35K -10 -0.2%
PRS
564
Pinkerton Retirement Specialists
Idaho
$2.84M -$47.9K -110 -2%
EI
565
EDMP Inc
Florida
$2.82M +$241K +554 +9%
PAM
566
Pegasus Asset Management
New York
$2.82M +$33.5K +77 +1%
RFN
567
RDA Financial Network
Iowa
$2.81M +$60.5K +139 +2%
William Blair & Company
568
William Blair & Company
Illinois
$2.78M -$179K -412 -6%
TI
569
Tidal Investments
Wisconsin
$2.77M +$973K +2,234 +54%
JIR
570
James Investment Research
Ohio
$2.76M -$20K -46 -0.7%
Capstone Investment Advisors
571
Capstone Investment Advisors
New York
$2.75M -$152K -350 -5%
PGAM
572
Princeton Global Asset Management
New Jersey
$2.73M +$188K +431 +7%
TW
573
TrinityPoint Wealth
Connecticut
$2.71M +$604K +1,387 +29%
VFA
574
Voya Financial Advisors
Connecticut
$2.71M +$490K +1,096 +22%
FWIA
575
Fort Washington Investment Advisors
Ohio
$2.7M -$45.7K -105 -2%