ELV icon

Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
901
Conning Inc
Connecticut
$961K +$38.5K +71 +4%
DWM
902
Defined Wealth Management
Oregon
$954K +$1.63K +3 +0.2%
VFP
903
Verus Financial Partners
Virginia
$928K -$51.5K -95 -5%
CWM
904
Congress Wealth Management
Massachusetts
$925K -$58K -107 -6%
EAM
905
Erste Asset Management
Austria
$925K -$88.5K -165 -9%
ACM
906
Advisors Capital Management
New Jersey
$924K +$124K +229 +16%
SAM
907
Sompo Asset Management
Japan
$921K -$65K -120 -7%
PIMJS
908
PKO Investment Management Joint-Stock
Poland
$921K -$1.99M -3,671 -68%
NERM
909
New England Research & Management
Illinois
$921K -$176K -325 -16%
KFA
910
Kapstone Financial Advisors
Ohio
$919K +$21.1K +39 +2%
VC
911
Vestor Capital
Illinois
$919K +$293K +540 +47%
OWA
912
Outlook Wealth Advisors
Texas
$918K -$9.76K -18 -1%
BHBT
913
Burke & Herbert Bank & Trust
Virginia
$915K +$352K +649 +62%
OPTFSNA
914
Old Point Trust & Financial Services N A
Virginia
$911K +$122K +225 +15%
WAP
915
Wealthcare Advisory Partners
Pennsylvania
$905K +$115K +212 +15%
BB
916
Busey Bank
Illinois
$901K -$20.6K -38 -2%
BF
917
Brogan Financial
Tennessee
$894K +$2.71K +5 +0.3%
PTC
918
Private Trust Company
Ohio
$892K +$78.6K +145 +10%
PP
919
PDS Planning
Ohio
$892K +$9.21K +17 +1%
GTAM
920
Global Trust Asset Management
Florida
$889K -$24.4K -45 -3%
VT
921
Vise Technologies
New York
$885K +$68.8K +127 +8%
CCG
922
Catalina Capital Group
California
$883K +$423K +780 +92%
SMA
923
Sage Mountain Advisors
Georgia
$880K +$256K +473 +41%
FW
924
FullCircle Wealth
Texas
$879K +$879K +1,717 New
PL
925
Plancorp LLC
Missouri
$874K +$7.59K +14 +0.9%
35 36
37
38 39