ELV icon

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 %
MNBTD
676
Moody National Bank Trust Division
Texas
$1.88M -$1.44M -3,057 -43%
PBK
677
Peoples Bank (Kansas)
Kansas
$1.86M -$15.1K -32 -0.8%
SIM
678
Sterling Investment Management
Arizona
$1.86M -$43.4K -92 -2%
BJL
679
Brighton Jones LLC
Washington
$1.86M -$1.42K -3 -0.1%
EWM
680
Evergreen Wealth Management
Michigan
$1.86M +$48.1K +102 +3%
CGA
681
Channing Global Advisors
Florida
$1.85M -$498K -1,057 -21%
DGAM
682
Desjardins Global Asset Management
Quebec, Canada
$1.85M +$20.7K +44 +1%
FFWA
683
FRG Family Wealth Advisors
Washington
$1.82M – – –
SMC
684
Smith, Moore & Co
Missouri
$1.82M -$20.7K -44 -1%
FMTCOCP
685
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M -$48.6K -103 -3%
Capstone Investment Advisors
686
Capstone Investment Advisors
New York
$1.81M -$1.17M -2,474 -39%
SFS
687
Strategic Financial Services
New York
$1.81M -$261K -553 -13%
Balyasny Asset Management
688
Balyasny Asset Management
Illinois
$1.79M -$41K -87 -2%
CTA
689
Chesley Taft & Associates
Illinois
$1.78M – – –
AGM
690
Alpine Global Management
New York
$1.77M +$1.77M +3,763 New
LNC
691
Lincoln National Corp
Pennsylvania
$1.76M +$232K +492 +15%
AIM
692
Aigen Investment Management
New York
$1.75M -$928K -1,968 -35%
MMPW
693
Mitchell McLeod Pugh & Williams
Alabama
$1.75M -$472 -1 -0%
VCM
694
Violich Capital Management
California
$1.75M -$33K -70 -2%
AIMCA
695
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.74M – – –
A
696
AlphaQuest
New York
$1.71M +$1.71M +3,628 New
DFC
697
DB Fitzpatrick & Co
Idaho
$1.71M -$82.5K -175 -5%
IAN
698
Integrated Advisors Network
Texas
$1.7M +$19.3K +41 +1%
GHA
699
Granite Harbor Advisors
Texas
$1.7M -$42.4K -90 -2%
VLC
700
Van Leeuwen & Company
New Jersey
$1.7M +$1.7M +3,606 New
26 27
28
29 30