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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 %
William Blair & Company
601
William Blair & Company
Illinois
$2.61M -$402K -852 -13%
OCAM
602
Onex Canada Asset Management
Ontario, Canada
$2.59M -$763K -1,617 -23%
AG
603
AIA Group
Hong Kong
$2.57M -$954K -2,023 -27%
CW
604
Connectus Wealth
Ohio
$2.56M -$1.66M -3,490 -39%
LCM
605
Legato Capital Management
California
$2.56M – – –
BSB
606
Bangor Savings Bank
Maine
$2.54M +$21.7K +46 +0.9%
ONB
607
Old National Bancorp
Indiana
$2.52M +$51.9K +110 +2%
Public Sector Pension Investment Board (PSP Investments)
608
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.51M -$9.39M -19,921 -79%
EFS
609
Essex Financial Services
Connecticut
$2.49M +$190K +403 +8%
KMWM
610
Keudell/Morrison Wealth Management
Oregon
$2.49M +$2.83K +6 +0.1%
RFC
611
Regions Financial Corp
Alabama
$2.49M -$147K -311 -6%
RJT
612
Raymond James Trust
Florida
$2.47M +$25.9K +55 +1%
TAIM
613
Te Ahumairangi Investment Management
New Zealand
$2.47M +$2.47M +5,228 New
SCA
614
Stonebridge Capital Advisors
Minnesota
$2.46M +$61.3K +130 +3%
AIM
615
Allen Investment Management
New York
$2.46M -$7.55K -16 -0.3%
TFA
616
Toth Financial Advisory
Virginia
$2.45M +$901K +1,911 +58%
LT
617
Legacy Trust
Michigan
$2.45M – – –
GSB
618
Greenfield Savings Bank
Massachusetts
$2.43M +$11.8K +25 +0.5%
UWS
619
Unique Wealth Strategies
Illinois
$2.42M +$2.42M +5,129 New
VFA
620
Valeo Financial Advisors
Indiana
$2.39M +$472 +1 +0%
SC
621
Sapient Capital
Indiana
$2.39M +$2.39M +5,068 New
GVAG
622
Great Valley Advisor Group
Delaware
$2.38M -$235K -498 -9%
CB
623
Community Bank
New York
$2.36M +$267K +566 +13%
BW
624
Bison Wealth
Georgia
$2.36M -$259K -550 -10%
TMAM
625
Tokio Marine Asset Management
Japan
$2.36M +$62.7K +133 +3%
23 24
25
26 27