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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 %
Fuller & Thaler Asset Management
876
Fuller & Thaler Asset Management
California
$858K +$165K +350 +24%
ADIM
877
Alpha DNA Investment Management
Maryland
$858K -$1.38M -2,919 -62%
SI
878
Seeds Investor
New York
$855K +$855K +1,813 New
NW
879
Naviter Wealth
Arkansas
$853K +$184K +390 +28%
OWA
880
Outlook Wealth Advisors
Texas
$849K -$142K -301 -14%
WPC
881
Wedmont Private Capital
Pennsylvania
$848K +$257K +536 +44%
CWP
882
Concord Wealth Partners
Virginia
$846K +$511K +1,083 +152%
BSW
883
Buckingham Strategic Wealth
Missouri
$846K -$7.07K -15 -0.8%
EAM
884
Erste Asset Management
Austria
$833K +$135K +289 +19%
M1FG
885
Mach-1 Financial Group
Arkansas
$832K -$1.36M -2,887 -62%
VT
886
Vise Technologies
New York
$829K +$3.3K +7 +0.4%
NP
887
NorthRock Partners
Minnesota
$829K +$354K +751 +75%
DWM
888
Defined Wealth Management
Oregon
$828K +$1.42K +3 +0.2%
CI
889
Conning Inc
Connecticut
$823K -$4.72K -10 -0.6%
SL
890
Salomon & Ludwin
Virginia
$819K – – –
GTAM
891
Global Trust Asset Management
Florida
$810K -$12.3K -26 -1%
BFG
892
Beacon Financial Group
Texas
$809K +$809K +1,715 New
JFL
893
Jarislowsky, Fraser Ltd
Quebec, Canada
$809K +$809K +1,715 New
MAM
894
McLean Asset Management
Virginia
$806K +$480 +1 +0.1%
MSCM
895
McElhenny Sheffield Capital Management
Texas
$805K +$541K +1,147 +205%
GCA
896
Genesee Capital Advisors
New York
$800K +$63.6K +135 +9%
CA
897
Clearstead Advisors
Ohio
$796K -$1.58M -3,345 -66%
BB
898
Busey Bank
Illinois
$790K -$76.9K -163 -9%
SAM
899
Smithbridge Asset Management
Pennsylvania
$790K -$16K -34 -2%
EWM
900
Evermay Wealth Management
Virginia
$782K -$943 -2 -0.1%
34 35
36
37 38