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Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
651
Pettyjohn Wood & White
Virginia
$2.49M -$11.9K -22 -0.5%
BFA
652
Bragg Financial Advisors
North Carolina
$2.47M -$5.42K -10 -0.2%
AG
653
AIA Group
Hong Kong
$2.47M -$49.3K -91 -2%
HA
654
Harfst & Associates
Wyoming
$2.47M -$75.3K -139 -3%
BCWM
655
Bartlett & Co Wealth Management
Ohio
$2.45M -$7.59K -14 -0.3%
SAM
656
Sectoral Asset Management
Quebec, Canada
$2.44M +$542K +1,000 +29%
RFC
657
Regions Financial Corp
Alabama
$2.44M -$56.9K -105 -2%
HWA
658
Heritage Wealth Advisors
Virginia
$2.42M – – –
RWM
659
Ritholtz Wealth Management
New York
$2.42M -$18.4K -34 -0.8%
HIS
660
Horizon Investment Services
Indiana
$2.39M +$54.2K +100 +2%
TAMH
661
Taikang Asset Management (HK)
Hong Kong
$2.39M +$1.25M +2,307 +110%
PA
662
Paralel Advisors
Colorado
$2.39M +$132K +243 +6%
SC
663
Sapient Capital
Indiana
$2.38M +$8.67K +16 +0.4%
ST
664
Sabal Trust
Florida
$2.36M -$47.1K -87 -2%
HA
665
Hofer & Associates
California
$2.35M +$1.63K +3 +0.1%
MYAM
666
Meiji Yasuda Asset Management
Japan
$2.34M +$418K +771 +22%
ACA
667
Atlas Capital Advisors
Wyoming
$2.3M -$188K -347 -8%
DW30
668
Drucker Wealth 3.0
New Jersey
$2.3M +$2.3M +4,245 New
MW
669
Maia Wealth
Colorado
$2.29M +$2.29M +4,306 New
IP
670
Intellectus Partners
California
$2.27M -$209K -386 -8%
MNBTD
671
Moody National Bank Trust Division
Texas
$2.26M +$65.6K +121 +3%
Lido Advisors
672
Lido Advisors
California
$2.25M +$305K +563 +16%
BCM
673
Barden Capital Management
Texas
$2.25M +$13.5K +25 +0.6%
TCM
674
Tufton Capital Management
Maryland
$2.23M – – –
PCP
675
Perbak Capital Partners
United Kingdom
$2.23M +$2.23M +4,109 New
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27
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