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Elevance Health

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
851
Petrus Trust Company
Texas
$819K +$313K +705 +62%
DFCM
852
Dark Forest Capital Management
Puerto Rico
$816K +$640K +1,440 +364%
BAM
853
Belpointe Asset Management
Nevada
$800K -$1.67M -3,768 -68%
GTAM
854
Global Trust Asset Management
Florida
$790K +$40.4K +91 +5%
MA
855
Mutual Advisors
Nebraska
$788K -$67.5K -152 -8%
CC
856
Constitution Capital
Connecticut
$778K
DWM
857
Defined Wealth Management
Oregon
$776K +$444 +1 +0.1%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$773K -$16.9K -38 -2%
SAM
859
Smithbridge Asset Management
Pennsylvania
$770K -$1.33K -3 -0.2%
CI
860
Conning Inc
Connecticut
$769K -$222K -500 -22%
CWM
861
Congress Wealth Management
Massachusetts
$758K +$8K +18 +1%
VEA
862
Virtus ETF Advisers
New York
$756K -$68.9K -155 -8%
BC
863
Bridgefront Capital
Texas
$756K +$269K +606 +55%
LTAS
864
Linden Thomas Advisory Services
North Carolina
$755K +$15.1K +34 +2%
SIM
865
Sentry Investment Management
Wisconsin
$752K +$51.1K +115 +7%
MAM
866
McLean Asset Management
Virginia
$750K
CWM
867
Compass Wealth Management
Connecticut
$737K
FMC
868
First Merchants Corp
Indiana
$733K -$1.78K -4 -0.2%
WFC
869
Western Financial Corp
California
$731K -$23.1K -52 -3%
GCA
870
Genesee Capital Advisors
New York
$727K -$571K -1,285 -44%
BF
871
Brogan Financial
Tennessee
$726K
BOM
872
Bank of Marin
California
$724K -$735K -1,655 -50%
TNBTD
873
Trustmark National Bank Trust Department
Mississippi
$724K -$466K -1,048 -39%
TNB
874
Thomasville National Bank
Georgia
$723K
EWM
875
Evermay Wealth Management
Virginia
$720K +$26.2K +59 +4%