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Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
801
Principle Wealth Partners
Connecticut
$1.38M +$56.4K +104 +4%
MC
802
Matisse Capital
Oregon
$1.38M -$74.2K -137 -5%
ACA
803
Aptus Capital Advisors
Alabama
$1.37M +$60.1K +111 +5%
MFS
804
Mirabella Financial Services
United Kingdom
$1.37M +$1.37M +2,532 New
FFG
805
Fortem Financial Group
California
$1.36M +$45K +83 +3%
RGF
806
Retirement Guys Formula
Ohio
$1.36M +$54.7K +101 +4%
Capstone Investment Advisors
807
Capstone Investment Advisors
New York
$1.35M -$1.71M -3,165 -56%
RIA
808
Richwood Investment Advisors
Ohio
$1.35M -$10.8K -20 -0.8%
FBFS
809
First Business Financial Services
Wisconsin
$1.35M +$43.9K +81 +3%
PWMAG
810
Pinnacle Wealth Management Advisory Group
New Jersey
$1.34M +$453K +836 +51%
GL
811
Graypoint LLC
New York
$1.34M +$134K +247 +11%
TWM
812
Trueblood Wealth Management
Ohio
$1.34M +$19K +35 +1%
PWM
813
Power Wealth Management
Georgia
$1.33M +$546K +1,008 +69%
HA
814
Herold Advisors
New York
$1.33M +$88.4K +163 +7%
HI
815
Horizon Investments
North Carolina
$1.33M +$95.4K +176 +8%
AIP
816
Ameritas Investment Partners
Nebraska
$1.33M -$51.5K -95 -4%
9WM
817
9258 Wealth Management
Ohio
$1.32M – – –
PAMG
818
Patton Albertson Miller Group
Tennessee
$1.32M +$849K +1,567 +182%
CI
819
Cigna Investments
Connecticut
$1.31M -$48.8K -90 -4%
BIA
820
Benchmark Investment Advisors
Illinois
$1.29M -$122K -225 -9%
CTC
821
Central Trust Company
Missouri
$1.27M +$28.7K +53 +2%
QCG
822
Quadrant Capital Group
Ohio
$1.27M +$102K +189 +9%
CFG
823
Citizens Financial Group
Rhode Island
$1.27M +$482K +890 +62%
FSA
824
Financial Security Advisor
Virginia
$1.26M +$1.63K +3 +0.1%
PI
825
PGGM Investments
Netherlands
$1.26M -$1.98M -3,659 -61%
31 32
33
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