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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 %
GVAG
676
Great Valley Advisor Group
Delaware
$2.23M -$540K -997 -20%
LAIC
677
Lederer & Associates Investment Counsel
California
$2.22M -$111K -204 -5%
VIM
678
Vista Investment Management
Pennsylvania
$2.21M +$17.9K +33 +0.8%
CAG
679
Csenge Advisory Group
Florida
$2.2M +$41.7K +77 +2%
ANTB
680
AMG National Trust Bank
Colorado
$2.2M -$56.4K -104 -2%
MAS
681
Meeder Advisory Services
Ohio
$2.19M +$508K +937 +30%
PA
682
Pinnacle Associates
New York
$2.19M +$433K +800 +25%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M +$247K +456 +13%
LA
684
LBP AM
France
$2.17M -$14.1K -26 -0.6%
ZIG
685
Zurich Insurance Group
Switzerland
$2.17M – – –
BJL
686
Brighton Jones LLC
Washington
$2.16M +$4.88K +9 +0.2%
BRWA
687
B. Riley Wealth Advisors
Florida
$2.16M +$611K +1,127 +39%
MYIA
688
Mount Yale Investment Advisors
Colorado
$2.15M +$78.6K +145 +4%
FMTCOCP
689
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.15M +$7.04K +13 +0.3%
EWM
690
Evergreen Wealth Management
Michigan
$2.13M – – –
SMC
691
Smith, Moore & Co
Missouri
$2.13M – – –
GHA
692
Granite Harbor Advisors
Texas
$2.13M +$140K +258 +7%
PA
693
Parallel Advisors
California
$2.12M +$184K +339 +9%
FRA
694
Frank Rimerman Advisors
California
$2.12M +$2.12M +3,908 +35,527%
CGA
695
Channing Global Advisors
Florida
$2.12M – – –
ECU
696
Eisler Capital (UK)
United Kingdom
$2.1M +$565K +1,043 +37%
OWG
697
Oxford Wealth Group
Florida
$2.1M +$684K +1,263 +48%
GRP
698
Global Retirement Partners
California
$2.09M +$185K +341 +10%
HWAM
699
Hennion & Walsh Asset Management
New Jersey
$2.08M -$1.25M -2,300 -37%
WS
700
Wedbush Securities
California
$2.08M -$11.9K -22 -0.6%
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