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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 %
CL
826
CSS LLC
Illinois
$1.25M -$27.1K -50 -2%
SWM
827
SeaCrest Wealth Management
New York
$1.24M +$17.3K +32 +1%
BMCM
828
Bryn Mawr Capital Management
Pennsylvania
$1.24M +$2.71K +5 +0.2%
SPC
829
Sigma Planning Corp
Michigan
$1.23M +$21.1K +39 +2%
PWM
830
Perigon Wealth Management
California
$1.23M -$51.5K -95 -4%
NP
831
Nilsine Partners
Colorado
$1.23M +$6.5K +12 +0.5%
DCM
832
DGS Capital Management
New Jersey
$1.22M +$45.5K +84 +4%
SCI
833
Stableford Capital II
Arizona
$1.21M +$4.17K +8 +0.3%
CWP
834
Concord Wealth Partners
Virginia
$1.21M -$63.9K -118 -5%
AI
835
Atom Investors
Texas
$1.21M -$3.91M -7,211 -76%
PRC
836
Pearl River Capital
Michigan
$1.21M +$1.21M +2,224 New
BWM
837
Buckley Wealth Management
Nevada
$1.2M +$27.6K +51 +2%
PFA
838
Pure Financial Advisors
California
$1.19M -$21.7K -40 -2%
SLI
839
Sumitomo Life Insurance
Japan
$1.19M -$146K -269 -11%
RBC
840
Romano Brothers & Co
Illinois
$1.19M -$5.42K -10 -0.5%
FNBOH
841
First National Bank of Hutchinson
Kansas
$1.19M +$513K +947 +76%
FTWA
842
Fifth Third Wealth Advisors
Ohio
$1.17M +$1.17M +2,167 New
RC
843
Roundview Capital
New Jersey
$1.17M +$23.8K +44 +2%
BFS
844
Bard Financial Services
Connecticut
$1.16M – – –
AAS
845
Ameritas Advisory Services
Nebraska
$1.16M +$247K +456 +27%
AC
846
AXQ Capital
New Jersey
$1.15M +$1.15M +2,131 New
APF
847
Alaska Permanent Fund
Alaska
$1.15M +$788K +1,481 +217%
DWP
848
Daymark Wealth Partners
Ohio
$1.15M +$34.7K +64 +3%
MWM
849
Mission Wealth Management
California
$1.15M -$33.6K -62 -3%
DM
850
Delphi Management
Massachusetts
$1.14M – – –
32 33
34
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