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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
876
Sendero Wealth Management
Texas
$920K -$360K -694 -28%
DWM
877
Defined Wealth Management
Oregon
$911K +$519 +1 +0.1%
CA
878
Clearstead Advisors
Ohio
$911K +$2.16K +4 +0.2%
FM
879
Foster & Motley
Ohio
$903K -$132K -254 -13%
GCA
880
Genesee Capital Advisors
New York
$889K +$9.33K +18 +1%
WAS
881
WESPAC Advisors SoCal
California
$888K +$77.8K +150 +10%
OWA
882
Outlook Wealth Advisors
Texas
$887K -$46.7K -90 -5%
CI
883
Conning Inc
Connecticut
$883K -$22.3K -43 -2%
BB
884
Busey Bank
Illinois
$882K +$13K +25 +1%
MWM
885
Meridian Wealth Management
Kentucky
$879K +$239K +461 +37%
BTI
886
Blue Trust Inc
Georgia
$879K +$387K +746 +79%
AAS
887
Ameritas Advisory Services
Nebraska
$876K -$98.5K -189 -10%
GTAM
888
Global Trust Asset Management
Florida
$874K -$16.1K -31 -2%
AWM
889
Axxcess Wealth Management
California
$871K +$203K +392 +30%
KFA
890
Kapstone Financial Advisors
Ohio
$859K +$66.9K +129 +8%
EWM
891
Evermay Wealth Management
Virginia
$859K -$1.04K -2 -0.1%
DA
892
Detalus Advisors
Missouri
$857K – – –
MSAM
893
Moloney Securities Asset Management
Missouri
$856K -$221K -427 -21%
MSCM
894
McElhenny Sheffield Capital Management
Texas
$855K -$30.1K -58 -3%
BFG
895
Beacon Financial Group
Texas
$854K -$35.3K -68 -4%
LTAS
896
Linden Thomas Advisory Services
North Carolina
$854K +$53.9K +104 +7%
BF
897
Brogan Financial
Tennessee
$853K +$2.59K +5 +0.3%
PWMAG
898
Pinnacle Wealth Management Advisory Group
New Jersey
$851K +$3.63K +7 +0.4%
CAMV
899
Concord Asset Management (Virginia)
Virginia
$847K +$141K +271 +20%
MAM
900
McLean Asset Management
Virginia
$846K -$18K -35 -2%
34 35
36
37 38