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Elevance Health
ELV

1,706 hedge funds and large institutions have $113B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 711 increasing their positions, 548 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 87

30% more repeat investments, than reductions

Existing positions increased: 711 | Existing positions reduced: 548

4% more funds holding in top 10

Funds holding in top 10: 52 → 54 (+2)

2% more funds holding

Funds holding: 1,667 → 1,706 (+39)

5% more capital invested

Capital invested by funds: $107B → $113B (+$5.23B)

0.36% more ownership

Funds ownership: 89.15% → 89.51% (+0.36%)

1% less call options, than puts

Call options by funds: $680M | Put options by funds: $688M

Holders
1,706
Holders Change
+39
Holders Change %
+2.34%
% of All Funds
24.64%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
148
Increased
711
Reduced
548
Closed
87
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$367M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$277M
3
UBS AM
UBS AM
Illinois
+$239M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$205M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$186M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$202M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$129M
4
DCP
D1 Capital Partners
New York
-$124M
5
BlackRock
BlackRock
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
676
Intellectus Partners
California
$2.27M -$204K -386 -8%
MNBTD
677
Moody National Bank Trust Division
Texas
$2.26M +$64K +121 +3%
Lido Advisors
678
Lido Advisors
California
$2.25M +$298K +563 +16%
BCM
679
Barden Capital Management
Texas
$2.25M +$13.2K +25 +0.6%
TCM
680
Tufton Capital Management
Maryland
$2.23M – – –
PCP
681
Perbak Capital Partners
United Kingdom
$2.23M +$2.17M +4,109 New
GVAG
682
Great Valley Advisor Group
Delaware
$2.23M -$527K -997 -20%
LAIC
683
Lederer & Associates Investment Counsel
California
$2.22M -$108K -204 -5%
VIM
684
Vista Investment Management
Pennsylvania
$2.21M +$17.4K +33 +0.8%
CAG
685
Csenge Advisory Group
Florida
$2.2M +$40.7K +77 +2%
ANTB
686
AMG National Trust Bank
Colorado
$2.2M -$55K -104 -2%
MAS
687
Meeder Advisory Services
Ohio
$2.19M +$495K +937 +30%
PA
688
Pinnacle Associates
New York
$2.19M +$423K +800 +25%
PFGIA
689
Patriot Financial Group Insurance Agency
Massachusetts
$2.17M +$241K +456 +13%
LA
690
LBP AM
France
$2.17M -$13.7K -26 -0.6%
ZIG
691
Zurich Insurance Group
Switzerland
$2.17M – – –
BJL
692
Brighton Jones LLC
Washington
$2.16M +$4.76K +9 +0.2%
BRWA
693
B. Riley Wealth Advisors
Florida
$2.16M +$596K +1,127 +39%
MYIA
694
Mount Yale Investment Advisors
Colorado
$2.15M +$76.6K +145 +4%
FMTCOCP
695
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.15M +$6.87K +13 +0.3%
EWM
696
Evergreen Wealth Management
Michigan
$2.13M – – –
SMC
697
Smith, Moore & Co
Missouri
$2.13M – – –
GHA
698
Granite Harbor Advisors
Texas
$2.13M +$136K +258 +7%
PA
699
Parallel Advisors
California
$2.12M +$179K +339 +9%
FRA
700
Frank Rimerman Advisors
California
$2.12M +$2.07M +3,908 +35,527%
26 27
28
29 30

ELV Hedge Fund Activity: Q2 2024 in Review

1,706 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2024, worth a combined $113B — up 4.9% from $107B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new ELV positions and 87 closed out — a net gain of 61 holders — while 711 added to existing stakes and 548 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $367M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $202M.

  • 1,706 institutional investors held Elevance Health (ELV) as of Q2 2024, up from 1,667 in Q1 2024.
  • Funds reported $113B of Elevance Health stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 148 funds opened new Elevance Health positions in Q2 2024 and 87 closed out, a net change of +61 holders.
  • The largest Elevance Health buyer in Q2 2024 was Fidelity Investments, an estimated $367M added.
  • The largest Elevance Health seller in Q2 2024 was Qube Research & Technologies (QRT), an estimated $202M sold.

Based on aggregated 13F filings for Q2 2024.