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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 %
AWS
626
Atria Wealth Solutions
New York
$2.32M +$63.2K +134 +3%
DCM
627
Delta Capital Management
New Jersey
$2.32M -$4.72K -10 -0.2%
IB
628
Intrust Bank
Kansas
$2.31M +$180K +382 +8%
LFAS
629
Level Four Advisory Services
Texas
$2.28M -$188K -399 -8%
OA
630
Oak Associates
Ohio
$2.28M +$239K +507 +12%
MCC
631
Malaga Cove Capital
California
$2.27M -$8.49K -18 -0.4%
JIC
632
Johnson Investment Counsel
Ohio
$2.26M +$286K +607 +15%
Nomura Holdings
633
Nomura Holdings
Japan
$2.26M +$2.26M +4,782 New
MGIU
634
M&G Investments (USA)
Illinois
$2.25M +$2.25M +4,765 New
JWM
635
Jackson Wealth Management
Florida
$2.24M -$45.7K -97 -2%
LAM
636
LECAP Asset Management
United Kingdom
$2.24M +$2.24M +4,740 New
HA
637
Harfst & Associates
Wyoming
$2.22M -$50.9K -108 -2%
SC
638
Savant Capital
Illinois
$2.21M +$14.1K +30 +0.6%
CRA
639
Clear Rock Advisors
Texas
$2.2M +$2.2M +4,350 New
AWM
640
Accurate Wealth Management
Florida
$2.19M -$73.8K -153 -3%
ACA
641
Atlas Capital Advisors
Wyoming
$2.18M +$80.2K +170 +4%
ST
642
Sabal Trust
Florida
$2.17M +$497K +1,053 +30%
BFA
643
Bragg Financial Advisors
North Carolina
$2.17M – – –
BHPW
644
Beverly Hills Private Wealth
California
$2.16M +$241K +510 +13%
SPIA
645
Steward Partners Investment Advisory
New York
$2.16M +$396K +840 +22%
ASN
646
Advisory Services Network
Georgia
$2.16M -$365K -774 -14%
AIM
647
Anchor Investment Management
South Carolina
$2.15M +$539K +1,142 +33%
PWW
648
Pettyjohn Wood & White
Virginia
$2.15M – – –
AWM
649
Avitas Wealth Management
California
$2.14M +$2.14M +4,531 New
DAS
650
Dynamic Advisor Solutions
Arizona
$2.14M +$157K +328 +8%
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