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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
551
Empowered Funds
Pennsylvania
$3.35M -$2.23M -4,723 -40%
CC
552
Chicago Capital
Illinois
$3.31M +$2.35M +4,986 +244%
AF
553
Ally Financial
Michigan
$3.3M – – –
GT
554
Greenleaf Trust
Michigan
$3.28M -$162K -343 -5%
VLKIM
555
Van Lanschot Kempen Investment Management
Netherlands
$3.28M +$613K +1,300 +23%
BSA
556
Bull Street Advisors
Georgia
$3.28M – – –
A
557
AustralianSuper
Australia
$3.25M – – –
IC
558
IEQ Capital
California
$3.2M +$399K +847 +14%
FHB
559
First Hawaiian Bank
Hawaii
$3.2M +$104K +220 +3%
KPWS
560
Kestra Private Wealth Services
Texas
$3.19M +$365K +773 +13%
EWM
561
Elevatus Welath Management
New York
$3.19M +$3.19M +6,769 New
B
562
Bailard
California
$3.18M +$81.6K +173 +3%
Credit Agricole
563
Credit Agricole
France
$3.17M +$2.05M +4,345 +182%
BAMCO Inc
564
BAMCO Inc
New York
$3.16M – – –
OIA
565
OneDigital Investment Advisors
Kansas
$3.15M +$1.48M +3,140 +89%
SWP
566
Strategic Wealth Partners
Ohio
$3.14M -$111K -236 -3%
PAM
567
Pegasus Asset Management
New York
$3.14M +$88.7K +188 +3%
SC
568
Scholtz & Company
Connecticut
$3.13M -$374K -793 -11%
TW
569
Transform Wealth
Colorado
$3.11M -$137K -290 -4%
YIA
570
YHB Investment Advisors
Connecticut
$3.1M -$492K -1,044 -14%
CCM
571
Cinctive Capital Management
New York
$3.1M +$3.1M +6,575 New
FLI
572
Family Legacy Inc
South Carolina
$3.1M +$472 +1 +0%
TCPG
573
Trivant Custom Portfolio Group
California
$3.07M -$46.2K -98 -1%
RFN
574
RDA Financial Network
Iowa
$3.04M +$3.3K +7 +0.1%
SC
575
Syon Capital
California
$3.04M +$1.88M +3,980 +162%
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