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Elevance Health
ELV

1,706 hedge funds and large institutions have $113B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 711 increasing their positions, 548 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 87

30% more repeat investments, than reductions

Existing positions increased: 711 | Existing positions reduced: 548

4% more funds holding in top 10

Funds holding in top 10: 52 → 54 (+2)

2% more funds holding

Funds holding: 1,667 → 1,706 (+39)

5% more capital invested

Capital invested by funds: $107B → $113B (+$5.23B)

0.36% more ownership

Funds ownership: 89.15% → 89.51% (+0.36%)

1% less call options, than puts

Call options by funds: $680M | Put options by funds: $688M

Holders
1,706
Holders Change
+39
Holders Change %
+2.34%
% of All Funds
24.64%
Holding in Top 10
54
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.85%
% of All Funds
0.78%
New
148
Increased
711
Reduced
548
Closed
87
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$367M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$277M
3
UBS AM
UBS AM
Illinois
+$239M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$205M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$186M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$202M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$129M
4
DCP
D1 Capital Partners
New York
-$124M
5
BlackRock
BlackRock
New York
-$114M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
851
Ameritas Advisory Services
Nebraska
$1.16M +$241K +456 +27%
AC
852
AXQ Capital
New Jersey
$1.15M +$1.13M +2,131 New
APF
853
Alaska Permanent Fund
Alaska
$1.15M +$783K +1,481 +217%
DWP
854
Daymark Wealth Partners
Ohio
$1.15M +$33.8K +64 +3%
MWM
855
Mission Wealth Management
California
$1.15M -$32.8K -62 -3%
DM
856
Delphi Management
Massachusetts
$1.14M – – –
VCWA
857
Vanguard Capital Wealth Advisors
Colorado
$1.14M +$3.17K +6 +0.3%
HWMO
858
Heritage Wealth Management (Ohio)
Ohio
$1.13M +$1.13M +2,136 New
HI
859
Harbour Investments
Wisconsin
$1.13M +$434K +822 +65%
1SB
860
1ST Source Bank
Indiana
$1.13M +$42.8K +81 +4%
FT
861
Fiduciary Trust
Massachusetts
$1.12M +$1.59K +3 +0.1%
RA
862
RFG Advisory
Alabama
$1.12M +$27K +51 +3%
TFG
863
Taylor Financial Group
Virginia
$1.12M – – –
CAM
864
Cidel Asset Management
Ontario, Canada
$1.12M +$18.5K +35 +2%
WPC
865
Wedmont Private Capital
Pennsylvania
$1.12M +$122K +230 +12%
PGIM
866
Pacific Global Investment Management
California
$1.11M +$3.17K +6 +0.3%
WAS
867
WESPAC Advisors SoCal
California
$1.11M +$176K +333 +19%
SI
868
Seeds Investor
New York
$1.1M +$74.5K +141 +7%
CC
869
Chicago Capital
Illinois
$1.1M -$2.29M -4,336 -68%
NP
870
NorthRock Partners
Minnesota
$1.1M +$49.7K +94 +5%
MC
871
Moors & Cabot
Massachusetts
$1.09M -$95.1K -180 -8%
SA
872
Strategic Advisors
New York
$1.08M – – –
AF
873
Ally Financial
Michigan
$1.08M -$2.64M -5,000 -71%
GPA
874
Garrison Point Advisors
California
$1.08M – – –
NSEDCP
875
NJ State Employees Deferred Compensation Plan
New Jersey
$1.08M – – –
33 34
35
36 37

ELV Hedge Fund Activity: Q2 2024 in Review

1,706 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2024, worth a combined $113B — up 4.9% from $107B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new ELV positions and 87 closed out — a net gain of 61 holders — while 711 added to existing stakes and 548 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $367M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $202M.

  • 1,706 institutional investors held Elevance Health (ELV) as of Q2 2024, up from 1,667 in Q1 2024.
  • Funds reported $113B of Elevance Health stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 148 funds opened new Elevance Health positions in Q2 2024 and 87 closed out, a net change of +61 holders.
  • The largest Elevance Health buyer in Q2 2024 was Fidelity Investments, an estimated $367M added.
  • The largest Elevance Health seller in Q2 2024 was Qube Research & Technologies (QRT), an estimated $202M sold.

Based on aggregated 13F filings for Q2 2024.