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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
826
United Community Bank
South Carolina
$991K +$326K +692 +49%
CCG
827
Cypress Capital Group
Florida
$988K -$107K -226 -10%
DM
828
Delphi Management
Massachusetts
$988K -$1.89K -4 -0.2%
VCWA
829
Vanguard Capital Wealth Advisors
Colorado
$987K +$2.83K +6 +0.3%
RC
830
Roundview Capital
New Jersey
$981K – – –
MSAM
831
Moloney Securities Asset Management
Missouri
$980K -$40.1K -85 -4%
CWM
832
Congress Wealth Management
Massachusetts
$978K +$169K +359 +21%
TFG
833
Taylor Financial Group
Virginia
$974K +$974K +2,065 New
FT
834
Fiduciary Trust
Massachusetts
$971K +$89.6K +190 +10%
MC
835
Maverick Capital
Texas
$970K +$970K +2,057 New
GT
836
Glenview Trust
Kentucky
$968K +$336K +713 +53%
FCI
837
Financial Counselors Inc
Kansas
$965K -$112K -237 -10%
SCA
838
Snowden Capital Advisors
New York
$962K -$114K -242 -11%
WH
839
Willner & Heller
California
$962K +$962K +2,039 New
GWA
840
Gratus Wealth Advisors
Virginia
$960K +$960K +2,035 New
RA
841
RFG Advisory
Alabama
$959K +$245K +520 +34%
DCM
842
Donaldson Capital Management
Indiana
$955K -$199K -421 -17%
OTL
843
Oak Thistle LLC
New York
$953K -$1.58M -3,351 -62%
PWM
844
Perigon Wealth Management
California
$952K +$74K +157 +8%
HWM
845
Hohimer Wealth Management
Washington
$949K +$8.96K +19 +1%
PGIM
846
Pacific Global Investment Management
California
$948K +$20.7K +44 +2%
HIA
847
Harbor Investment Advisory
Maryland
$946K -$68.8K -146 -7%
MWM
848
Mission Wealth Management
California
$944K +$13.7K +29 +1%
GPA
849
Garrison Point Advisors
California
$943K -$70.7K -150 -7%
NSEDCP
850
NJ State Employees Deferred Compensation Plan
New Jersey
$943K – – –
32 33
34
35 36