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Elevance Health
ELV

Overview Fund Activity

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$503M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
3
Man Group
Man Group
United Kingdom
+$228M
4
Barclays
Barclays
United Kingdom
+$194M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$183M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16B
2
Bank of America
Bank of America
North Carolina
-$595M
3
GQG Partners
GQG Partners
Florida
-$572M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$522M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
701
Taika Capital
Florida
$1.56M +$1.56M +3,500 New
MC
702
Matisse Capital
Oregon
$1.55M – – –
BC
703
Bartlett & Co
Ohio
$1.54M +$1.12M +2,515 +264%
BCWM
704
Bartlett & Co Wealth Management
Ohio
$1.54M +$1.12M +2,515 +264%
FGI
705
Foresight Global Investors
New York
$1.54M – – –
ST
706
Sabal Trust
Florida
$1.53M +$1.53M +3,445 New
GRP
707
Global Retirement Partners
California
$1.53M +$8K +18 +0.5%
RWM
708
Ritholtz Wealth Management
New York
$1.52M +$179K +404 +13%
WEG
709
World Equity Group
Illinois
$1.51M -$6.03M -13,572 -80%
EWM
710
Evergreen Wealth Management
Michigan
$1.51M +$1.51M +3,398 New
KCM
711
Kornitzer Capital Management
Kansas
$1.5M +$1.78K +4 +0.1%
PA
712
Parallel Advisors
California
$1.5M +$118K +265 +9%
IWC
713
Integrated Wealth Concepts
Massachusetts
$1.5M +$45.3K +102 +3%
HTC
714
Haverford Trust Company
Pennsylvania
$1.49M -$17.3K -39 -1%
TRIA
715
Trail Ridge Investment Advisors
Colorado
$1.48M – – –
GCM
716
Genus Capital Management
British Columbia, Canada
$1.48M +$1.48M +3,323 New
SL
717
Sentry LLC
Tennessee
$1.45M -$12.9K -29 -0.9%
LNC
718
Lincoln National Corp
Pennsylvania
$1.45M +$336K +756 +30%
MYIA
719
Mount Yale Investment Advisors
Colorado
$1.44M +$22.7K +51 +2%
GSEP
720
Golden State Equity Partners
California
$1.43M +$176K +396 +14%
PA
721
Pinnacle Associates
New York
$1.41M +$279K +627 +25%
MMA
722
Miracle Mile Advisors
California
$1.41M -$177K -399 -11%
NERM
723
New England Research & Management
Illinois
$1.39M -$162K -365 -10%
Lido Advisors
724
Lido Advisors
California
$1.38M +$276K +622 +25%
SPIA
725
Steward Partners Investment Advisory
New York
$1.38M -$14.7K -33 -1%
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