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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 %
SA
851
Strategic Advisors
New York
$943K +$472 +1 +0.1%
FM
852
Foster & Motley
Ohio
$941K -$39.6K -84 -4%
PP
853
Paloma Partners
Connecticut
$939K +$920K +1,950 +4,643%
GL
854
Graypoint LLC
New York
$934K +$140K +297 +18%
CAM
855
Cidel Asset Management
Ontario, Canada
$933K +$933K +1,978 New
FFG
856
Frisch Financial Group
New York
$931K -$8.01K -17 -0.9%
APW
857
Austin Private Wealth
Texas
$927K +$927K +1,965 New
STA
858
Summit Trail Advisors
New York
$926K -$27.4K -58 -3%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$920K +$53.8K +114 +6%
BL
860
Balentine LLC
Georgia
$918K -$182K -386 -17%
UM
861
UniSuper Management
Australia
$914K -$758K -1,607 -45%
SMH
862
Sanders Morris Harris
Texas
$909K – – –
AAS
863
Ameritas Advisory Services
Nebraska
$904K -$42.1K -87 -4%
SFFS
864
Stonehage Fleming Financial Services
Jersey
$904K -$63.2K -134 -7%
BBNA
865
Bremer Bank National Association
Minnesota
$904K – – –
HCM
866
HMS Capital Management
Tennessee
$899K -$94.8K -201 -10%
I
867
InceptionR
California
$897K +$897K +1,902 New
NERM
868
New England Research & Management
Illinois
$896K -$16.5K -35 -2%
BP
869
Ballentine Partners
Massachusetts
$894K -$17.4K -37 -2%
AIIMS
870
Analyst IMS Investment Management Services
Israel
$893K – – –
GC
871
Garde Capital
Washington
$884K +$8.96K +19 +1%
PA
872
Procyon Advisors
Connecticut
$882K +$79.2K +168 +10%
MFG
873
Merit Financial Group
Georgia
$879K -$437K -926 -33%
VFP
874
Verus Financial Partners
Virginia
$874K -$23.2K -48 -3%
OFG
875
Oxford Financial Group
Indiana
$870K +$2.36K +5 +0.3%
33 34
35
36 37