ELV icon

Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
576
Hennion & Walsh Asset Management
New Jersey
$3.18M -$684K -1,319 -18%
TCCM
577
Timber Creek Capital Management
Massachusetts
$3.18M -$952K -1,835 -23%
FWIA
578
Fort Washington Investment Advisors
Ohio
$3.18M -$41.5K -80 -1%
BHPW
579
Beverly Hills Private Wealth
California
$3.16M +$783K +1,510 +33%
TC
580
TownSquare Capital
Utah
$3.16M +$1.99M +3,836 +170%
YIA
581
YHB Investment Advisors
Connecticut
$3.15M -$263K -507 -8%
SFA
582
Sequoia Financial Advisors
Ohio
$3.15M -$2M -3,859 -39%
JHCP
583
Jackson Hole Capital Partners
Oklahoma
$3.14M +$204K +393 +7%
CWM
584
Chemistry Wealth Management
New York
$3.14M +$94.9K +183 +3%
S
585
SimplyRich
California
$3.14M +$7.26K +14 +0.2%
OC
586
Oppenheimer & Co
New York
$3.11M +$148K +285 +5%
PI
587
PGGM Investments
Netherlands
$3.1M -$1.33M -2,557 -30%
LFM
588
LGT Fund Management
Liechtenstein
$3.07M -$942K -1,816 -23%
LIM
589
Leavell Investment Management
Alabama
$3.04M +$1.33M +2,559 +78%
WEG
590
World Equity Group
Illinois
$3.04M -$30.1K -58 -1%
PIM
591
Plato Investment Management
Australia
$3.03M +$2.47M +4,758 +437%
OTPPB
592
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.02M -$1.22M -2,349 -29%
JIC
593
Johnson Investment Counsel
Ohio
$2.97M +$486K +937 +20%
QIM
594
Quantitative Investment Management
Virginia
$2.96M -$9.5M -18,320 -76%
MIF
595
Mediolanum International Funds
Ireland
$2.96M +$2.96M +5,686 New
AAS
596
Avantax Advisory Services
Texas
$2.94M +$52.4K +101 +2%
DCM
597
Donaldson Capital Management
Indiana
$2.94M +$1.89M +3,638 +180%
IAN
598
Integrated Advisors Network
Texas
$2.94M +$1.06M +2,053 +57%
Capstone Investment Advisors
599
Capstone Investment Advisors
New York
$2.93M +$942K +1,816 +47%
PRS
600
Pinkerton Retirement Specialists
Idaho
$2.9M -$53.4K -103 -2%
22 23
24
25 26