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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWG
776
Oxford Wealth Group
Florida
$1.35M +$1.35M +2,605 New
RCAG
777
Rehmann Capital Advisory Group
Michigan
$1.35M +$337K +649 +33%
BIA
778
Benchmark Investment Advisors
Illinois
$1.35M -$763K -1,472 -36%
HI
779
Handelsinvest Investeringsforvaltning
Denmark
$1.33M -$241K -464 -15%
AIP
780
Ameritas Investment Partners
Nebraska
$1.32M -$36.3K -70 -3%
P
781
Pitcairn
Pennsylvania
$1.31M +$55.5K +107 +4%
QI
782
Qtron Investments
Massachusetts
$1.31M +$124K +239 +10%
BCM
783
Bayesian Capital Management
New York
$1.3M +$809K +1,561 +164%
RIA
784
Richwood Investment Advisors
Ohio
$1.3M -$19.2K -37 -1%
CI
785
Cigna Investments
Connecticut
$1.3M -$13K -25 -1%
SLI
786
Sumitomo Life Insurance
Japan
$1.28M -$57K -110 -4%
PWP
787
Principle Wealth Partners
Connecticut
$1.27M – – –
9WM
788
9258 Wealth Management
Ohio
$1.26M +$1.04K +2 +0.1%
TWM
789
Trueblood Wealth Management
Ohio
$1.26M +$17.6K +34 +1%
ACA
790
Aptus Capital Advisors
Alabama
$1.26M -$7.95M -15,333 -86%
FFG
791
Fortem Financial Group
California
$1.25M +$74.7K +144 +6%
FBFS
792
First Business Financial Services
Wisconsin
$1.25M +$7.26K +14 +0.6%
RGF
793
Retirement Guys Formula
Ohio
$1.25M +$148K +286 +14%
BRWA
794
B. Riley Wealth Advisors
Florida
$1.24M +$74.9K +172 +6%
FCP
795
Fidelis Capital Partners
Florida
$1.24M +$436K +840 +54%
FRM
796
Fox Run Management
Connecticut
$1.24M +$1.24M +2,382 New
PWM
797
Perigon Wealth Management
California
$1.23M +$182K +351 +17%
CWP
798
Concord Wealth Partners
Virginia
$1.22M +$291K +561 +31%
CL
799
CSS LLC
Illinois
$1.22M – – –
SCI
800
Stableford Capital II
Arizona
$1.21M +$2.07K +4 +0.2%
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