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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 %
ADL
751
Asset Dedication LLC
California
$1.49M -$18.2K -35 -1%
OWG
752
Oxford Wealth Group
Florida
$1.49M -$523K -1,005 -26%
CM
753
Churchill Management
California
$1.48M -$54.6K -105 -4%
FFM
754
Forum Financial Management
Illinois
$1.47M +$60.8K +117 +4%
SC
755
Searle & Co
Connecticut
$1.47M – – –
SAM
756
Smithbridge Asset Management
Pennsylvania
$1.47M +$669K +1,287 +84%
MCCP
757
Mission Creek Capital Partners
California
$1.46M +$51.5K +99 +4%
KWMG
758
King Wealth Management Group
Florida
$1.45M – – –
HWAM
759
Hennion & Walsh Asset Management
New Jersey
$1.45M -$545K -1,049 -27%
HAG
760
HighPoint Advisor Group
Illinois
$1.44M +$10.8K +26 +0.8%
PWM
761
Power Wealth Management
Georgia
$1.43M +$153K +294 +12%
GLLW
762
Graves Light Lenhart Wealth
Virginia
$1.43M -$66.6K -128 -4%
TFS
763
Thoroughbred Financial Services
Tennessee
$1.43M +$12.5K +24 +0.9%
RSWM
764
Robertson Stephens Wealth Management
California
$1.42M -$36.4K -70 -2%
GL
765
Graypoint LLC
New York
$1.42M +$133K +256 +10%
CC
766
Copperleaf Capital
North Carolina
$1.42M -$25.5K -49 -2%
IIL
767
Insight Inv LLC
California
$1.41M -$16.6K -32 -1%
TAM
768
Trust Asset Management
Texas
$1.41M – – –
RGF
769
Retirement Guys Formula
Ohio
$1.41M +$108K +208 +8%
WWM
770
Western Wealth Management
Colorado
$1.4M +$930K +1,788 +196%
SCA
771
Snowden Capital Advisors
New York
$1.4M -$3.64K -7 -0.3%
WC
772
Whitney & Co
New York
$1.39M -$53K -102 -4%
CFG
773
Citizens Financial Group
Rhode Island
$1.39M +$171K +328 +14%
MOS
774
MGO One Seven
Ohio
$1.38M -$41.1K -79 -3%
FT
775
Fiduciary Trust
Massachusetts
$1.38M +$305K +586 +28%
29 30
31
32 33