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Elevance Health

1,582 hedge funds and large institutions have $76.2B invested in Elevance Health in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 468 increasing their positions, 727 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-95
Holders Change %
-5.66%
% of All Funds
21.06%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.51%
New
216
Increased
468
Reduced
727
Closed
280
Calls
$677M
Puts
$619M
Net Calls
+$57.5M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
901
Sendero Wealth Management
Texas
$654K
VIS
902
Vega Investment Solutions
France
$652K +$652K +1,767 New
MCC
903
Money Concepts Capital
Florida
$651K +$53.9K +146 +9%
UCB
904
United Community Bank
South Carolina
$649K +$56.8K +154 +10%
SFM
905
Systematic Financial Management
New Jersey
$649K +$293K +795 +82%
HWMO
906
Heritage Wealth Management (Ohio)
Ohio
$649K -$76.4K -207 -11%
I
907
InvesTrust
Oklahoma
$649K +$649K +1,759 New
KHCM
908
Kirtland Hills Capital Management
Ohio
$647K -$42.8K -116 -6%
GWA
909
Gratus Wealth Advisors
Virginia
$643K -$8.85K -24 -1%
NGA
910
Naples Global Advisors
Florida
$642K +$177K +480 +38%
BFC
911
Bedel Financial Consulting
Indiana
$642K +$134K +334 +26%
CTC
912
Central Trust Company
Missouri
$637K +$71.9K +195 +13%
VFP
913
Verus Financial Partners
Virginia
$635K -$18.3K -48 -3%
FGWP
914
Founders Grove Wealth Partners
Virginia
$632K +$632K +1,712 New
TSS
915
Two Sigma Securities
New York
$627K -$913K -2,476 -59%
DA
916
Detalus Advisors
Missouri
$625K -$41.3K -112 -6%
HI
917
Humankind Investments
New York
$625K +$186K +505 +42%
KFGK
918
Keystone Financial Group (Kentucky)
Kentucky
$625K +$115K +309 +23%
BP
919
Ballentine Partners
Massachusetts
$624K -$225K -611 -27%
DCM
920
DGS Capital Management
New Jersey
$621K -$233K -633 -27%
OWA
921
Outlook Wealth Advisors
Texas
$620K +$2.58K +7 +0.4%
CFG
922
Citizens Financial Group
Rhode Island
$619K -$363K -985 -37%
B
923
Bailard
California
$619K -$1.7M -4,609 -73%
EWM
924
Evermay Wealth Management
Virginia
$615K +$32.8K +89 +6%
PCM
925
Penserra Capital Management
California
$614K +$207K +562 +51%