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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
701
Chesley Taft & Associates
Illinois
$1.95M – – –
OTL
702
Oak Thistle LLC
New York
$1.95M +$1.95M +3,744 New
HAG
703
HF Advisory Group
Maryland
$1.94M +$216K +415 +13%
MMPW
704
Mitchell McLeod Pugh & Williams
Alabama
$1.93M – – –
UCI
705
Uncommon Cents Investing
Wisconsin
$1.92M +$24.4K +47 +1%
QI
706
Qtron Investments
Massachusetts
$1.92M – – –
SC
707
Syon Capital
California
$1.9M +$6.76K +13 +0.4%
CK
708
Cohen Klingenstein
New York
$1.87M – – –
STA
709
Summit Trail Advisors
New York
$1.84M +$244K +469 +15%
BRWA
710
B. Riley Wealth Advisors
Florida
$1.84M -$212K -411 -10%
DWT
711
Dorsey & Whitney Trust
South Dakota
$1.84M +$77.5K +149 +4%
TCPW
712
Twin City Private Wealth
North Carolina
$1.84M +$84.7K +163 +5%
KCM
713
Kornitzer Capital Management
Kansas
$1.82M – – –
AWM
714
Apollon Wealth Management
South Carolina
$1.81M -$162K -311 -8%
ACS
715
Archford Capital Strategies
Illinois
$1.77M +$59.6K +117 +3%
GS
716
GTS Securities
New York
$1.77M +$1.14M +2,194 +182%
BJL
717
Brighton Jones LLC
Washington
$1.74M -$334K -643 -16%
IFU
718
iSAM Funds (UK)
United Kingdom
$1.74M +$1.1M +2,119 +172%
BAM
719
Belpointe Asset Management
Nevada
$1.74M -$231K -444 -12%
FDS
720
Freedom Day Solutions
Texas
$1.73M +$22.4K +43 +1%
SA
721
SpiderRock Advisors
Delaware
$1.71M +$347K +668 +25%
SFA
722
Souders Financial Advisors
Ohio
$1.71M -$520 -1 -0%
HTC
723
Haverford Trust Company
Pennsylvania
$1.71M +$6.76K +13 +0.4%
WA
724
Waverly Advisors
Alabama
$1.7M +$69.2K +133 +4%
RWM
725
Ritholtz Wealth Management
New York
$1.7M -$620K -1,192 -27%
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