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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
NERM
851
New England Research & Management
Illinois
$843K -$518K -1,190 -38%
VFP
852
Verus Financial Partners
Virginia
$842K +$454 +1 +0.1%
BP
853
Ballentine Partners
Massachusetts
$842K -$15.7K -36 -2%
GS
854
GTS Securities
New York
$839K +$839K +1,927 New
AWM
855
Apollon Wealth Management
South Carolina
$837K -$465K -1,068 -36%
BBNA
856
Bremer Bank National Association
Minnesota
$834K -$7.4K -17 -0.9%
SMH
857
Sanders Morris Harris
Texas
$831K
RGF
858
Retirement Guys Formula
Ohio
$829K +$829K +1,903 New
IIM
859
Intact Investment Management
Quebec, Canada
$827K +$827K +1,900 New
PFGIA
860
Patriot Financial Group Insurance Agency
Massachusetts
$823K +$148K +340 +22%
SL
861
Salomon & Ludwin
Virginia
$819K -$26.6K -61 -3%
FT
862
Fiduciary Trust
Massachusetts
$814K -$71.4K -164 -8%
PWM
863
Perigon Wealth Management
California
$810K -$119K -274 -13%
GC
864
Garde Capital
Washington
$808K +$2.18K +5 +0.3%
QI
865
Qtron Investments
Massachusetts
$808K -$518K -1,189 -39%
CL
866
CSS LLC
Illinois
$806K +$523K +1,200 +185%
BB
867
Busey Bank
Illinois
$801K -$80.1K -184 -9%
OFG
868
Oxford Financial Group
Indiana
$801K +$472K +1,084 +144%
RCAG
869
Rehmann Capital Advisory Group
Michigan
$800K +$42.7K +98 +6%
BAM
870
Blueshift Asset Management
New Jersey
$798K -$163K -375 -17%
BSW
871
Buckingham Strategic Wealth
Missouri
$787K -$67.9K -156 -8%
CI
872
Conning Inc
Connecticut
$764K +$10.9K +25 +1%
MAM
873
McLean Asset Management
Virginia
$764K -$4.1K -9 -0.5%
DWM
874
Defined Wealth Management
Oregon
$763K +$3.05K +7 +0.4%
VT
875
Vise Technologies
New York
$762K +$81K +186 +12%