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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 %
KHCM
876
Kirtland Hills Capital Management
Ohio
$1.04M -$16.8K -31 -2%
FPWM
877
FSB Premier Wealth Management
Iowa
$1.04M +$448K +826 +76%
SFFS
878
Stonehage Fleming Financial Services
Jersey
$1.04M +$1.04M +1,913 New
UCB
879
United Community Bank
South Carolina
$1.03M +$313K +578 +43%
SAM
880
Smartleaf Asset Management
Massachusetts
$1.03M +$412K +768 +66%
FCI
881
Financial Counselors Inc
Kansas
$1.03M -$113K -209 -10%
SMH
882
Sanders Morris Harris
Texas
$1.03M – – –
AIIMS
883
Analyst IMS Investment Management Services
Israel
$1.03M – – –
DFCM
884
Dark Forest Capital Management
Puerto Rico
$1.02M +$1.02M +1,888 New
AC
885
Apella Capital
Connecticut
$1.02M +$311K +587 +44%
EWA
886
EP Wealth Advisors
California
$1.02M +$157K +289 +18%
CGL
887
Clarius Group LLC
Washington
$1.02M -$32.5K -60 -3%
PA
888
Procyon Advisors
Connecticut
$1.02M +$10.8K +20 +1%
BBNA
889
Bremer Bank National Association
Minnesota
$1.01M -$6.5K -12 -0.6%
MSAM
890
Moloney Securities Asset Management
Missouri
$1.01M +$116K +214 +13%
GC
891
Garde Capital
Washington
$1.01M -$24.4K -45 -2%
BSW
892
Buckingham Strategic Wealth
Missouri
$1M +$132K +243 +15%
BCM
893
Bridgeway Capital Management
Texas
$1M -$2.84M -5,250 -74%
FFG
894
Frisch Financial Group
New York
$999K -$74.8K -138 -7%
Fuller & Thaler Asset Management
895
Fuller & Thaler Asset Management
California
$986K – – –
VA
896
Valmark Advisers
Ohio
$979K +$15.7K +29 +2%
DA
897
Detalus Advisors
Missouri
$979K +$83.4K +154 +9%
CAMV
898
Concord Asset Management (Virginia)
Virginia
$977K +$92.1K +170 +10%
SWM
899
Sendero Wealth Management
Texas
$961K – – –
GWA
900
Gratus Wealth Advisors
Virginia
$961K -$57K -114 -6%
34 35
36
37 38