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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
901
PDS Planning
Ohio
$845K +$57K +110 +7%
TCM
902
Twin Capital Management
Pennsylvania
$842K -$10.9K -21 -1%
GSC
903
Grey Street Capital
Illinois
$841K +$841K +1,622 New
BSW
904
Buckingham Strategic Wealth
Missouri
$835K -$94.9K -183 -10%
LI
905
LRI Investments
Florida
$833K +$833K +1,606 New
BAM
906
Belpointe Asset Management
Nevada
$832K +$53.9K +104 +7%
PL
907
Plancorp LLC
Missouri
$829K +$28.5K +55 +4%
OFG
908
OmniStar Financial Group
North Carolina
$829K +$829K +1,598 New
SAI
909
Systematic Alpha Investments
New Jersey
$828K – – –
EWA
910
EP Wealth Advisors
California
$826K -$562K -1,084 -40%
HCM
911
Hollencrest Capital Management
California
$822K +$24.9K +48 +3%
EWM
912
Empirical Wealth Management
Washington
$822K +$822K +1,585 New
FMC
913
First Merchants Corp
Indiana
$820K -$10.4K -20 -1%
CWM
914
Compass Wealth Management
Connecticut
$813K – – –
WI
915
WBI Investments
New Jersey
$812K +$812K +1,567 New
BOM
916
Bank of Marin
California
$812K – – –
TNB
917
Thomasville National Bank
Georgia
$804K -$2.59K -5 -0.3%
SAM
918
Smithbridge Asset Management
Pennsylvania
$794K -$74.2K -143 -9%
TC
919
TwinBeech Capital
New York
$794K -$27.7M -53,336 -97%
MCC
920
Money Concepts Capital
Florida
$794K -$33.7K -65 -4%
JWCA
921
J.W. Coons Advisors
Ohio
$793K -$44.1K -85 -5%
BCMO
922
Buckingham Capital Management (Ohio)
Ohio
$791K +$791K +1,526 New
LFA
923
Legacy Financial Advisors
Kentucky
$791K +$15.6K +30 +2%
MC
924
Middleton & Co
Massachusetts
$791K – – –
RFA
925
ROI Financial Advisors
Oregon
$788K -$22.8K -44 -3%
35 36
37
38 39