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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 %
HWA
651
Heritage Wealth Advisors
Virginia
$2.11M -$249K -527 -11%
BFG
652
Bleakley Financial Group
New Jersey
$2.1M +$124K +262 +6%
SS
653
Simplicity Solutions
Minnesota
$2.1M +$122K +258 +6%
IP
654
Intellectus Partners
California
$2.09M +$552K +1,171 +36%
RWM
655
Ritholtz Wealth Management
New York
$2.09M -$389K -824 -16%
GS
656
GTS Securities
New York
$2.08M +$1.17M +2,490 +129%
HA
657
Hofer & Associates
California
$2.07M +$68.9K +146 +3%
ANTB
658
AMG National Trust Bank
Colorado
$2.06M -$57.5K -122 -3%
CG
659
Caprock Group
Idaho
$2.06M -$18.4K -39 -0.9%
LAIC
660
Lederer & Associates Investment Counsel
California
$2.03M -$23.1K -49 -1%
HIS
661
Horizon Investment Services
Indiana
$2M -$220K -466 -10%
CIC
662
Cornercap Investment Counsel
Georgia
$2M -$37.3K -79 -2%
CC
663
Cipher Capital
New York
$1.99M +$624K +1,324 +46%
CCP
664
Clough Capital Partners
Massachusetts
$1.98M -$378K -801 -16%
PA
665
Paralel Advisors
Colorado
$1.96M – – –
MYAM
666
Meiji Yasuda Asset Management
Japan
$1.95M -$57.1K -121 -3%
TCM
667
Tufton Capital Management
Maryland
$1.94M – – –
BIA
668
Benchmark Investment Advisors
Illinois
$1.92M -$29.7K -63 -2%
PS
669
Pensionfund Sabic
Netherlands
$1.91M – – –
CAG
670
Csenge Advisory Group
Florida
$1.91M -$73.1K -155 -4%
S
671
SignatureFD
Georgia
$1.9M -$29.2K -62 -2%
VIM
672
Vista Investment Management
Pennsylvania
$1.9M +$63.2K +134 +3%
PA
673
Profund Advisors
Maryland
$1.89M +$173K +367 +10%
AAM
674
Advisors Asset Management
Colorado
$1.89M -$167K -354 -8%
ZIG
675
Zurich Insurance Group
Switzerland
$1.89M – – –
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