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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 %
ACA
651
Atlas Capital Advisors
Wyoming
$2.38M -$14K -27 -0.6%
BFA
652
Bragg Financial Advisors
North Carolina
$2.37M -$10.4K -20 -0.4%
AWM
653
AE Wealth Management
Kansas
$2.37M -$5.95M -11,476 -72%
IP
654
Intellectus Partners
California
$2.37M +$65.3K +126 +3%
TRCT
655
Tower Research Capital (TRC)
New York
$2.36M -$13.9M -26,764 -85%
BCWM
656
Bartlett & Co Wealth Management
Ohio
$2.35M +$505K +973 +27%
AAM
657
Advisors Asset Management
Colorado
$2.34M +$262K +505 +13%
RWM
658
Ritholtz Wealth Management
New York
$2.34M +$33.2K +64 +1%
DSC
659
Duncker Streett & Co
Missouri
$2.33M -$1.56M -3,000 -40%
ASN
660
Advisory Services Network
Georgia
$2.33M -$45.1K -87 -2%
HWA
661
Heritage Wealth Advisors
Virginia
$2.32M – – –
CRA
662
Clear Rock Advisors
Texas
$2.31M +$56.5K +109 +3%
ST
663
Sabal Trust
Florida
$2.31M -$76.2K -147 -3%
LFAS
664
Level Four Advisory Services
Texas
$2.28M – – –
SC
665
Sapient Capital
Indiana
$2.26M -$363K -700 -14%
HA
666
Hofer & Associates
California
$2.24M -$30.6K -59 -1%
HIS
667
Horizon Investment Services
Indiana
$2.24M +$33.7K +65 +2%
LAIC
668
Lederer & Associates Investment Counsel
California
$2.23M -$4.15K -8 -0.2%
S
669
SignatureFD
Georgia
$2.21M +$122K +235 +6%
CIC
670
Cornercap Investment Counsel
Georgia
$2.19M -$6.22K -12 -0.3%
CG
671
Caprock Group
Idaho
$2.18M -$77.8K -150 -3%
ANTB
672
AMG National Trust Bank
Colorado
$2.16M -$107K -206 -5%
PA
673
Paralel Advisors
Colorado
$2.16M – – –
BCM
674
Barden Capital Management
Texas
$2.14M -$2.99M -5,774 -58%
TCM
675
Tufton Capital Management
Maryland
$2.14M – – –
25 26
27
28 29