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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 %
BBHC
876
Brown Brothers Harriman & Co
New York
$760K +$330K +758 +77%
GTAM
877
Global Trust Asset Management
Florida
$759K -$15.2K -35 -2%
CWM
878
Congress Wealth Management
Massachusetts
$746K +$3.48K +8 +0.5%
SAM
879
Smithbridge Asset Management
Pennsylvania
$744K -$10K -23 -1%
FFG
880
Fortem Financial Group
California
$743K +$376K +863 +102%
TCM
881
Twin Capital Management
Pennsylvania
$742K -$76.6K -176 -9%
PA
882
Procyon Advisors
Connecticut
$741K +$492K +1,130 +198%
DF
883
Donoghue Forlines
Massachusetts
$737K +$737K +1,693 New
GL
884
Graypoint LLC
New York
$733K +$84K +193 +13%
FIM
885
Freedom Investment Management
Connecticut
$724K +$419K +961 +137%
EWM
886
Evermay Wealth Management
Virginia
$723K +$17.4K +40 +2%
BF
887
Brogan Financial
Tennessee
$712K
MCC
888
Money Concepts Capital
Florida
$707K +$12.7K +29 +2%
SIA
889
Strategic Investment Advisors
Michigan
$705K +$8.27K +19 +1%
DA
890
Detalus Advisors
Missouri
$704K +$1.74K +4 +0.2%
JWCA
891
J.W. Coons Advisors
Ohio
$703K +$43.5K +100 +7%
AM
892
AGF Management
Ontario, Canada
$702K +$702K +1,612 New
IAP
893
Indie Asset Partners
Indiana
$700K
FMC
894
First Merchants Corp
Indiana
$698K -$20K -46 -3%
BCM
895
Brookstone Capital Management
Illinois
$698K +$67.6K +146 +11%
NS
896
NBC Securities
Alabama
$697K +$697K +1,601 New
CC
897
Constitution Capital
Connecticut
$697K -$65.3K -150 -9%
SAI
898
Systematic Alpha Investments
New Jersey
$695K
CWM
899
Compass Wealth Management
Connecticut
$694K -$28.3K -65 -4%
VA
900
Valmark Advisers
Ohio
$691K +$12.6K +29 +2%