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Elevance Health
ELV

Overview Fund Activity

1,636 hedge funds and large institutions have $87.1B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 646 increasing their positions, 530 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
+54
Holders Change %
+3.41%
% of All Funds
22.22%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.58%
New
217
Increased
646
Reduced
530
Closed
136
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$729M
2
Bank of America
Bank of America
North Carolina
+$382M
3
BlackRock
BlackRock
New York
+$378M
4
OAG
Orbis Allan Gray
Bermuda
+$296M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
BCI
Brinker Capital Investments
Pennsylvania
-$387M
3
OPS
Orion Portfolio Solutions
Nebraska
-$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
5
First Trust Advisors
First Trust Advisors
Illinois
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCB
876
United Community Bank
South Carolina
$771K +$5.65K +13 +0.7%
SFM
877
Systematic Financial Management
New Jersey
$766K – – –
I
878
InvesTrust
Oklahoma
$765K – – –
TI
879
Trexquant Investment
Connecticut
$764K +$764K +1,756 New
HT
880
Heritage Trust
Oklahoma
$763K +$121K +279 +19%
HI
881
Harbour Investments
Wisconsin
$756K -$64.8K -149 -8%
CF
882
Convergence Financial
Missouri
$752K +$199K +457 +36%
FGWP
883
Founders Grove Wealth Partners
Virginia
$745K – – –
MSAM
884
Moloney Securities Asset Management
Missouri
$743K -$31.3K -72 -4%
BEI
885
Benjamin Edwards Inc
Missouri
$739K -$171K -393 -19%
CFG
886
Citizens Financial Group
Rhode Island
$739K +$8.27K +19 +1%
EWA
887
EverSource Wealth Advisors
Alabama
$738K +$106K +244 +17%
GWA
888
Gratus Wealth Advisors
Virginia
$738K -$20.4K -47 -3%
DA
889
Detalus Advisors
Missouri
$737K – – –
KHCM
890
Kirtland Hills Capital Management
Ohio
$732K -$12.7K -30 -2%
CTC
891
Central Trust Company
Missouri
$732K -$19.1K -44 -3%
VFP
892
Verus Financial Partners
Virginia
$729K – – –
OWA
893
Outlook Wealth Advisors
Texas
$728K -$2.61K -6 -0.4%
BF
894
Brogan Financial
Tennessee
$726K +$3.04K +7 +0.4%
LI
895
LRI Investments
Florida
$726K +$10K +23 +1%
NRD
896
Nebula Research & Development
New York
$725K -$1.54M -3,547 -68%
RA
897
Ruggaard & Associates
Ohio
$718K +$17.8K +41 +3%
BHBT
898
Burke & Herbert Bank & Trust
Virginia
$716K – – –
FFG
899
Fortem Financial Group
California
$714K -$311K -714 -30%
FCP
900
Fidelis Capital Partners
Florida
$713K +$27.4K +65 +4%
34 35
36
37 38