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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
826
Stableford Capital II
Arizona
$1.17M -$1.51K -3 -0.1%
PCM
827
Prelude Capital Management
New York
$1.17M +$1.17M +2,245 New
BMCM
828
Bryn Mawr Capital Management
Pennsylvania
$1.17M -$21.8K -42 -2%
PWM
829
Perigon Wealth Management
California
$1.16M -$23.4K -45 -2%
BWM
830
Buckley Wealth Management
Nevada
$1.16M +$6.24K +12 +0.5%
FCA
831
Fortis Capital Advisors
Kansas
$1.16M -$255K -491 -18%
WPC
832
Wedmont Private Capital
Pennsylvania
$1.16M +$130K +265 +13%
PI
833
PGGM Investments
Netherlands
$1.15M -$54.1K -104 -4%
PFA
834
Pure Financial Advisors
California
$1.15M +$6.24K +12 +0.5%
SAM
835
Smartleaf Asset Management
Massachusetts
$1.15M +$141K +270 +14%
FTWA
836
Fifth Third Wealth Advisors
Ohio
$1.15M +$20.3K +39 +2%
RBC
837
Romano Brothers & Co
Illinois
$1.14M – – –
RC
838
Roundview Capital
New Jersey
$1.13M +$3.64K +7 +0.3%
APF
839
Alaska Permanent Fund
Alaska
$1.13M – – –
Acadian Asset Management
840
Acadian Asset Management
Massachusetts
$1.12M -$2.44M -4,695 -69%
DWP
841
Daymark Wealth Partners
Ohio
$1.12M +$15.6K +30 +1%
CWM
842
Congress Wealth Management
Massachusetts
$1.12M +$230K +443 +26%
MWM
843
Modern Wealth Management
Kansas
$1.11M -$336K -645 -23%
NP
844
Nilsine Partners
Colorado
$1.11M -$66.5K -128 -6%
AAS
845
Ameritas Advisory Services
Nebraska
$1.11M -$520 -1 -0%
MWM
846
Mission Wealth Management
California
$1.1M +$3.64K +7 +0.3%
VT
847
Vise Technologies
New York
$1.1M +$252K +484 +30%
CL
848
CSS LLC
Illinois
$1.09M -$104K -200 -9%
PIMJS
849
PKO Investment Management Joint-Stock
Poland
$1.09M +$208K +400 +24%
UFF
850
USA Financial Formulas
Michigan
$1.09M -$244K -470 -18%
32 33
34
35 36