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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
901
WESPAC Advisors SoCal
California
$648K -$46.9K -102 -7%
SFS
902
Sowell Financial Services
Arkansas
$643K +$643K +1,398 New
WA
903
Wealth Alliance
New York
$643K +$34K +74 +6%
WG
904
Winton Group
United Kingdom
$642K -$2.82M -6,138 -81%
CCA
905
Column Capital Advisors
Indiana
$642K +$222K +483 +53%
PTC
906
Private Trust Company
Ohio
$641K -$30.8K -67 -5%
VT
907
Vise Technologies
New York
$640K +$175K +381 +38%
BBA
908
Baader Bank Aktiengesellschaft
Germany
$639K -$276K -600 -30%
PWPS
909
Pinnacle Wealth Planning Services
Ohio
$638K +$1.84K +4 +0.3%
QC
910
Quent Capital
New York
$630K -$14.3K -31 -2%
PHAM
911
Palisades Hudson Asset Management
Florida
$628K – – –
FB
912
Fulton Bank
Pennsylvania
$626K +$82.3K +179 +15%
WMA
913
Wealth Management Associates
New Jersey
$625K – – –
STA
914
Summit Trail Advisors
New York
$619K +$217K +472 +54%
NIM
915
Northeast Investment Management
Massachusetts
$618K -$1.84K -4 -0.3%
CFG
916
Citizens Financial Group
Rhode Island
$613K -$93.3K -203 -13%
CA
917
Continuum Advisory
Idaho
$611K +$14.3K +31 +2%
DWA
918
Douglass Winthrop Advisors
New York
$609K -$16.5K -36 -3%
LIA
919
LS Investment Advisors
Michigan
$605K +$172K +375 +40%
CBNLCF
920
Cognios Beta Neutral Large Cap Fund
Kansas
$605K +$605K +1,317 New
PCM
921
Penserra Capital Management
California
$603K +$25.2K +55 +4%
KWM
922
KFG Wealth Management
Indiana
$602K – – –
NP
923
Ninepoint Partners
Ontario, Canada
$602K +$193K +420 +47%
PCS
924
Personal CFO Solutions
New Jersey
$599K -$25.7K -56 -4%
SRC
925
Shufro Rose & Co
New York
$598K -$46K -100 -7%
35 36
37
38 39