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Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
576
Hohimer Wealth Management
Washington
$3.45M +$2.33M +4,309 +210%
SYBT
577
Stock Yards Bank & Trust
Kentucky
$3.44M -$287K -529 -8%
SFA
578
Sequoia Financial Advisors
Ohio
$3.43M +$137K +253 +4%
CG
579
Caprock Group
Idaho
$3.42M +$1.14M +2,108 +50%
Squarepoint
580
Squarepoint
New York
$3.41M -$35.3M -65,134 -91%
TCPG
581
Trivant Custom Portfolio Group
California
$3.41M -$18.4K -34 -0.5%
SC
582
Savant Capital
Illinois
$3.41M +$780K +1,439 +30%
Verition Fund Management
583
Verition Fund Management
Connecticut
$3.38M -$18.4M -33,982 -84%
TW
584
TrinityPoint Wealth
Connecticut
$3.38M -$2.71K -5 -0.1%
DAS
585
Dynamic Advisor Solutions
Arizona
$3.38M +$35.2K +65 +1%
FWIA
586
Fort Washington Investment Advisors
Ohio
$3.36M +$34.1K +63 +1%
B
587
Bailard
California
$3.34M -$51.5K -95 -2%
TCCM
588
Timber Creek Capital Management
Massachusetts
$3.33M +$7.59K +14 +0.2%
JHCP
589
Jackson Hole Capital Partners
Oklahoma
$3.32M +$29.8K +55 +0.9%
S
590
SimplyRich
California
$3.31M +$30.3K +56 +0.9%
Nomura Holdings
591
Nomura Holdings
Japan
$3.3M +$2.28M +4,199 +222%
OIA
592
OneDigital Investment Advisors
Kansas
$3.3M -$851K -1,570 -21%
YIA
593
YHB Investment Advisors
Connecticut
$3.3M +$4.34K +8 +0.1%
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$3.29M -$333K -614 -9%
GCA
595
Guardian Capital Advisors
Ontario, Canada
$3.29M -$321K -600 -9%
PIM
596
Plato Investment Management
Australia
$3.25M +$82.4K +152 +3%
LIM
597
Leavell Investment Management
Alabama
$3.23M +$56.9K +105 +2%
PRS
598
Pinkerton Retirement Specialists
Idaho
$3.21M +$178K +328 +6%
DADC
599
D.A. Davidson & Co
Montana
$3.21M -$170K -314 -5%
HR
600
Hardy Reed
Mississippi
$3.18M +$3.18M +5,875 New
22 23
24
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