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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 %
VCWA
851
Vanguard Capital Wealth Advisors
Colorado
$1.14M +$3.25K +6 +0.3%
HWMO
852
Heritage Wealth Management (Ohio)
Ohio
$1.13M +$1.13M +2,136 New
HI
853
Harbour Investments
Wisconsin
$1.13M +$445K +822 +65%
1SB
854
1ST Source Bank
Indiana
$1.13M +$43.9K +81 +4%
FT
855
Fiduciary Trust
Massachusetts
$1.12M +$1.63K +3 +0.1%
RA
856
RFG Advisory
Alabama
$1.12M +$27.6K +51 +3%
TFG
857
Taylor Financial Group
Virginia
$1.12M – – –
CAM
858
Cidel Asset Management
Ontario, Canada
$1.12M +$19K +35 +2%
WPC
859
Wedmont Private Capital
Pennsylvania
$1.12M +$123K +230 +12%
PGIM
860
Pacific Global Investment Management
California
$1.11M +$3.25K +6 +0.3%
WAS
861
WESPAC Advisors SoCal
California
$1.11M +$180K +333 +19%
SI
862
Seeds Investor
New York
$1.1M +$76.4K +141 +7%
CC
863
Chicago Capital
Illinois
$1.1M -$2.35M -4,336 -68%
NP
864
NorthRock Partners
Minnesota
$1.1M +$50.9K +94 +5%
MC
865
Moors & Cabot
Massachusetts
$1.09M -$97.5K -180 -8%
SA
866
Strategic Advisors
New York
$1.08M – – –
AF
867
Ally Financial
Michigan
$1.08M -$2.71M -5,000 -71%
NSEDCP
868
NJ State Employees Deferred Compensation Plan
New Jersey
$1.08M – – –
GPA
869
Garrison Point Advisors
California
$1.08M – – –
WH
870
Willner & Heller
California
$1.08M +$3.25K +6 +0.3%
BTI
871
Blue Trust Inc
Georgia
$1.07M +$194K +375 +22%
SFS
872
Strategic Financial Services
New York
$1.07M -$56.9K -105 -5%
APW
873
Austin Private Wealth
Texas
$1.07M +$542 +1 +0.1%
NFA
874
Northern Financial Advisors
Michigan
$1.06M +$101K +187 +11%
HIA
875
Harbor Investment Advisory
Maryland
$1.05M -$8.67K -16 -0.8%
33 34
35
36 37