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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
826
Pure Financial Advisors
California
$854K +$46.9K +102 +6%
VEA
827
Virtus ETF Advisers
New York
$854K +$159K +346 +23%
GC
828
Garde Capital
Washington
$851K – – –
VFP
829
Verus Financial Partners
Virginia
$847K -$90.9K -199 -10%
HAG
830
HF Advisory Group
Maryland
$844K +$103K +225 +14%
HA
831
Herold Advisors
New York
$843K +$331K +720 +65%
WEG
832
World Equity Group
Illinois
$833K +$669K +13,626 +407%
OWA
833
Outlook Wealth Advisors
Texas
$822K +$608K +1,322 +284%
PWMG
834
Prestige Wealth Management Group
New Jersey
$821K +$326K +709 +66%
RCAG
835
Rehmann Capital Advisory Group
Michigan
$817K +$17K +37 +2%
PFGIA
836
Patriot Financial Group Insurance Agency
Massachusetts
$814K +$32.2K +70 +4%
CC
837
Constitution Capital
Connecticut
$805K – – –
DWM
838
Defined Wealth Management
Oregon
$802K – – –
MGIA
839
Moneta Group Investment Advisors
Missouri
$802K +$452K +982 +129%
BTWM
840
Baker Tilly Wealth Management
Wisconsin
$801K +$320K +695 +66%
SAM
841
Smithbridge Asset Management
Pennsylvania
$798K -$5.52K -12 -0.7%
MFG
842
Merit Financial Group
Georgia
$788K +$185K +403 +31%
HI
843
Horizon Investments
North Carolina
$786K -$1.76M -3,837 -69%
AAS
844
Ameritas Advisory Services
Nebraska
$784K -$197K -426 -20%
CRI
845
Colonial River Investments
Virginia
$784K +$1.38K +3 +0.2%
MC
846
Middleton & Co
Massachusetts
$782K – – –
DAS
847
Dynamic Advisor Solutions
Arizona
$781K -$32.2K -70 -4%
WFC
848
Western Financial Corp
California
$781K +$19.3K +42 +3%
CWM
849
Congress Wealth Management
Massachusetts
$777K -$106K -230 -12%
MAM
850
McLean Asset Management
Virginia
$776K -$13.3K -29 -2%
32 33
34
35 36