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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 %
EAM
601
Eagle Asset Management
Florida
$2.88M +$2.88M +5,581 New
TMAM
602
Tokio Marine Asset Management
Japan
$2.87M +$277K +535 +11%
GCM
603
Genus Capital Management
British Columbia, Canada
$2.84M +$2.84M +5,484 New
CTC
604
Cetera Trust Company
Minnesota
$2.83M -$64.8K -125 -2%
LCM
605
Legato Capital Management
California
$2.81M – – –
PIMJS
606
PKO Investment Management Joint-Stock
Poland
$2.8M +$1.24M +2,371 +79%
AWM
607
Accurate Wealth Management
Florida
$2.79M +$377K +709 +16%
SCA
608
Stonebridge Capital Advisors
Minnesota
$2.77M +$64.3K +124 +2%
KMWM
609
Keudell/Morrison Wealth Management
Oregon
$2.74M +$519 +1 +0%
RJT
610
Raymond James Trust
Florida
$2.72M +$2.59K +5 +0.1%
SAM
611
Simplify Asset Management
Nevada
$2.72M +$2.72M +5,239 New
Public Sector Pension Investment Board (PSP Investments)
612
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.71M -$51.9K -100 -2%
AIM
613
Allen Investment Management
New York
$2.71M – – –
LT
614
Legacy Trust
Michigan
$2.7M +$13K +25 +0.5%
WIS
615
Wright Investors Service
Connecticut
$2.7M -$179K -345 -6%
UWS
616
Unique Wealth Strategies
Illinois
$2.7M +$37.9K +73 +1%
GSB
617
Greenfield Savings Bank
Massachusetts
$2.7M +$24.9K +48 +0.9%
CG
618
Castellan Group
Kentucky
$2.7M +$2.7M +5,201 New
OAM
619
Oppenheimer Asset Management
New York
$2.69M -$2.07M -3,995 -43%
AWCI
620
Alpine Woods Capital Investors
New York
$2.69M -$4.18M -7,910 -61%
Walleye Capital
621
Walleye Capital
New York
$2.68M -$11.9M -23,033 -82%
EFS
622
Essex Financial Services
Connecticut
$2.67M -$65.3K -126 -2%
BSB
623
Bangor Savings Bank
Maine
$2.67M -$118K -228 -4%
AWS
624
Atria Wealth Solutions
New York
$2.66M +$106K +205 +4%
GVAG
625
Great Valley Advisor Group
Delaware
$2.65M +$32.7K +63 +1%
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25
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