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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
901
Detalus Advisors
Missouri
$780K +$17K +36 +2%
FIM
902
Freedom Investment Management
Connecticut
$778K -$6.6K -14 -0.8%
PCIA
903
Prime Capital Investment Advisors
Kansas
$777K +$258K +547 +50%
TCM
904
Twin Capital Management
Pennsylvania
$775K -$28.8K -61 -4%
BF
905
Brogan Financial
Tennessee
$773K +$2.36K +5 +0.3%
PWMAG
906
Pinnacle Wealth Management Advisory Group
New Jersey
$771K +$46.2K +98 +6%
GI
907
GAMMA Investing
California
$767K +$767K +1,554 New
JWCA
908
J.W. Coons Advisors
Ohio
$762K – – –
BCM
909
Brookstone Capital Management
Illinois
$758K +$48.1K +102 +7%
MCC
910
Money Concepts Capital
Florida
$757K -$8.07K -17 -1%
FMC
911
First Merchants Corp
Indiana
$755K -$943 -2 -0.1%
SAI
912
Systematic Alpha Investments
New Jersey
$753K – – –
FFA
913
First Foundation Advisors
California
$745K -$736K -1,560 -50%
SAM
914
Sompo Asset Management
Japan
$745K +$108K +230 +17%
BCM
915
BlueCrest Capital Management
Jersey
$742K +$742K +1,574 New
CWM
916
Compass Wealth Management
Connecticut
$739K -$11.8K -25 -2%
BOM
917
Bank of Marin
California
$738K – – –
WAS
918
WESPAC Advisors SoCal
California
$737K +$113K +240 +18%
RFA
919
ROI Financial Advisors
Oregon
$737K +$737K +1,563 New
KFA
920
Kapstone Financial Advisors
Ohio
$734K +$20.2K +42 +3%
TNB
921
Thomasville National Bank
Georgia
$733K +$2.36K +5 +0.3%
NP
922
Nilsine Partners
Colorado
$731K +$22.6K +48 +3%
FCP
923
Fidelis Capital Partners
Florida
$728K +$109K +232 +18%
PL
924
Plancorp LLC
Missouri
$728K +$36.3K +77 +5%
LTAS
925
Linden Thomas Advisory Services
North Carolina
$727K +$50K +106 +7%
35 36
37
38 39