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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 %
CK
701
Cohen Klingenstein
New York
$1.7M – – –
RIM
702
Redwood Investment Management
Arizona
$1.69M +$1.23M +2,603 +263%
MYIA
703
Mount Yale Investment Advisors
Colorado
$1.69M -$60.8K -129 -3%
UCI
704
Uncommon Cents Investing
Wisconsin
$1.67M -$28.3K -60 -2%
BC
705
Bartlett & Co
Ohio
$1.67M +$46.4K +99 +3%
BCWM
706
Bartlett & Co Wealth Management
Ohio
$1.67M +$46.4K +99 +3%
CM
707
Churchill Management
California
$1.65M +$1.65M +3,492 New
Lido Advisors
708
Lido Advisors
California
$1.64M +$23.6K +50 +1%
CCM
709
Coldstream Capital Management
Washington
$1.64M +$10.8K +23 +0.7%
HW
710
Hancock Whitney
Mississippi
$1.63M -$18.9K -40 -1%
DWT
711
Dorsey & Whitney Trust
South Dakota
$1.63M -$206K -436 -11%
UB
712
UMB Bank
Missouri
$1.62M -$293K -621 -15%
KCM
713
Kornitzer Capital Management
Kansas
$1.62M – – –
WBC
714
Westpac Banking Corp
Australia
$1.6M +$251K +532 +19%
HAG
715
HighPoint Advisor Group
Illinois
$1.6M +$1.6M +3,138 New
HTC
716
Haverford Trust Company
Pennsylvania
$1.6M +$16.5K +35 +1%
GSEP
717
Golden State Equity Partners
California
$1.58M -$9.9K -21 -0.6%
GRP
718
Global Retirement Partners
California
$1.57M +$46.4K +98 +3%
LIM
719
Leavell Investment Management
Alabama
$1.56M +$121K +257 +8%
ACS
720
Archford Capital Strategies
Illinois
$1.55M -$72.1K -153 -4%
WS
721
Wedbush Securities
California
$1.55M -$53.8K -114 -3%
NIM
722
NEOS Investment Management
Connecticut
$1.54M +$478K +1,013 +45%
PA
723
Pinnacle Associates
New York
$1.52M +$42K +89 +3%
IWC
724
Integrated Wealth Concepts
Massachusetts
$1.52M +$11.8K +25 +0.8%
SL
725
Sentry LLC
Tennessee
$1.51M – – –
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