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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 %
EI
576
EDMP Inc
Florida
$3.03M -$22.6K -48 -0.7%
PGAM
577
Princeton Global Asset Management
New Jersey
$3.02M +$64.6K +137 +2%
SAM
578
Strategy Asset Managers
California
$3M +$156K +331 +5%
TW
579
TrinityPoint Wealth
Connecticut
$2.94M +$4.72K +10 +0.2%
FWIA
580
Fort Washington Investment Advisors
Ohio
$2.93M +$3.3K +7 +0.1%
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$2.86M +$66K +140 +2%
S
582
SimplyRich
California
$2.85M +$5.66K +12 +0.2%
LOIM
583
Liberty One Investment Management
Illinois
$2.83M +$167K +355 +6%
SHFP
584
Second Half Financial Partners
Florida
$2.81M +$2.81M +5,965 New
CA
585
Cetera Advisors
Colorado
$2.81M +$647K +1,372 +30%
FM
586
Family Management
New York
$2.8M +$2.8M +5,948 New
SFA
587
Semmax Financial Advisors
North Carolina
$2.8M +$249K +493 +10%
TI
588
Tidal Investments
Wisconsin
$2.79M -$205K -434 -7%
WEG
589
World Equity Group
Illinois
$2.79M -$618K -1,310 -18%
CWM
590
Chemistry Wealth Management
New York
$2.77M +$82.5K +175 +3%
JIR
591
James Investment Research
Ohio
$2.72M -$265K -561 -9%
OC
592
Oppenheimer & Co
New York
$2.7M -$72.6K -154 -3%
PRS
593
Pinkerton Retirement Specialists
Idaho
$2.69M -$388K -822 -13%
JHCP
594
Jackson Hole Capital Partners
Oklahoma
$2.67M +$307K +650 +13%
DADC
595
D.A. Davidson & Co
Montana
$2.67M +$32.5K +69 +1%
VFA
596
Voya Financial Advisors
Connecticut
$2.64M -$198K -422 -7%
CTC
597
Cetera Trust Company
Minnesota
$2.64M +$2.64M +5,592 New
QCM
598
Quantinno Capital Management
New York
$2.62M +$596K +1,263 +29%
AAS
599
Avantax Advisory Services
Texas
$2.62M +$350K +742 +15%
WIS
600
Wright Investors Service
Connecticut
$2.62M -$1.29M -2,739 -33%
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