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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 %
SFA
801
Souders Financial Advisors
Ohio
$1.2M -$23.3K -45 -2%
FSA
802
Financial Security Advisor
Virginia
$1.2M +$1.56K +3 +0.1%
CTC
803
Central Trust Company
Missouri
$1.19M +$17.6K +34 +2%
HA
804
Herold Advisors
New York
$1.19M +$2.59K +5 +0.2%
BMCM
805
Bryn Mawr Capital Management
Pennsylvania
$1.18M -$83K -160 -7%
HI
806
Horizon Investments
North Carolina
$1.18M +$5.19K +10 +0.4%
SWM
807
SeaCrest Wealth Management
New York
$1.17M -$24.4K -47 -2%
Connor, Clark & Lunn Investment Management (CC&L)
808
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.17M -$11.9M -22,878 -91%
NP
809
Nilsine Partners
Colorado
$1.17M +$364K +701 +45%
PFA
810
Pure Financial Advisors
California
$1.16M +$11.4K +22 +1%
SPC
811
Sigma Planning Corp
Michigan
$1.16M +$818K +1,578 +239%
GLLW
812
Graves Light Lenhart Wealth
Virginia
$1.16M – – –
IIM
813
InTrack Investment Management
Vermont
$1.16M -$207K -400 -15%
GL
814
Graypoint LLC
New York
$1.16M +$128K +247 +12%
RBC
815
Romano Brothers & Co
Illinois
$1.15M -$5.7K -11 -0.5%
MC
816
Moors & Cabot
Massachusetts
$1.13M +$31.6K +61 +3%
MWM
817
Mission Wealth Management
California
$1.13M +$89.7K +173 +9%
DCM
818
DGS Capital Management
New Jersey
$1.13M +$530K +1,022 +89%
BWM
819
Buckley Wealth Management
Nevada
$1.12M +$8.82K +17 +0.8%
BFS
820
Bard Financial Services
Connecticut
$1.11M – – –
VA
821
Verdad Advisers
Massachusetts
$1.11M +$1.11M +2,150 New
QCG
822
Quadrant Capital Group
Ohio
$1.11M -$52.4K -101 -4%
RC
823
Roundview Capital
New Jersey
$1.1M +$18.7K +36 +2%
DM
824
Delphi Management
Massachusetts
$1.1M +$8.81K +17 +0.8%
FCI
825
Financial Counselors Inc
Kansas
$1.09M +$33.2K +64 +3%
31 32
33
34 35