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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMH
876
Sanders Morris Harris
Texas
$988K – – –
HIA
877
Harbor Investment Advisory
Maryland
$986K -$17.2K -33 -2%
AIIMS
878
Analyst IMS Investment Management Services
Israel
$985K – – –
DM
879
Delphi Management
Massachusetts
$984K -$114K -219 -10%
AC
880
Apella Capital
Connecticut
$978K +$4.04K +8 +0.4%
EAM
881
Erste Asset Management
Austria
$978K +$75.9K +145 +8%
PA
882
Procyon Advisors
Connecticut
$977K +$520 +1 +0.1%
KHCM
883
Kirtland Hills Capital Management
Ohio
$972K -$29.6K -57 -3%
GC
884
Garde Capital
Washington
$965K – – –
MSAM
885
Moloney Securities Asset Management
Missouri
$962K -$7.28K -14 -0.8%
BBNA
886
Bremer Bank National Association
Minnesota
$961K -$9.88K -19 -1%
FFG
887
Frisch Financial Group
New York
$961K +$2.6K +5 +0.3%
SAM
888
Sompo Asset Management
Japan
$952K +$67.6K +130 +8%
CGL
889
Clarius Group LLC
Washington
$948K -$29.1K -56 -3%
Fuller & Thaler Asset Management
890
Fuller & Thaler Asset Management
California
$946K – – –
DA
891
Detalus Advisors
Missouri
$940K – – –
ACM
892
Advisors Capital Management
New Jersey
$933K +$45.8K +88 +5%
SFS
893
Strategic Financial Services
New York
$927K -$101K -195 -10%
SWM
894
Sendero Wealth Management
Texas
$922K – – –
DWM
895
Defined Wealth Management
Oregon
$920K +$4.68K +9 +0.5%
EWA
896
EverSource Wealth Advisors
Alabama
$916K +$172K +330 +23%
ET
897
Equitable Trust
Tennessee
$915K +$563K +1,082 +160%
IIM
898
Intact Investment Management
Quebec, Canada
$915K +$915K +1,760 New
OFG
899
OmniStar Financial Group
North Carolina
$912K +$69.5K +133 +8%
CI
900
Conning Inc
Connecticut
$909K -$13K -25 -1%
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