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Elevance Health
ELV

Overview Fund Activity

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$503M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
3
Man Group
Man Group
United Kingdom
+$228M
4
Barclays
Barclays
United Kingdom
+$194M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$183M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16B
2
Bank of America
Bank of America
North Carolina
-$595M
3
GQG Partners
GQG Partners
Florida
-$572M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$522M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
926
Baker Tilly Wealth Management
Wisconsin
$629K -$145K -327 -19%
WA
927
Wealth Alliance
New York
$626K +$5.78K +13 +0.9%
KFGK
928
Keystone Financial Group (Kentucky)
Kentucky
$624K +$624K +1,404 New
UCB
929
United Community Bank
South Carolina
$620K +$124K +280 +25%
FCP
930
Fidelis Capital Partners
Florida
$612K +$49.3K +111 +9%
HI
931
Humankind Investments
New York
$611K +$220K +496 +56%
Fuller & Thaler Asset Management
932
Fuller & Thaler Asset Management
California
$608K +$169K +380 +38%
PHAM
933
Palisades Hudson Asset Management
Florida
$607K – – –
VI
934
Versor Investments
New York
$607K -$504K -1,134 -45%
AC
935
Apella Capital
Connecticut
$602K +$602K +1,356 New
JIC
936
Joel Isaacson & Co
New York
$602K +$318K +715 +112%
NB
937
Northwest Bancshares
Pennsylvania
$600K -$63.1K -142 -10%
WMA
938
Wealth Management Associates
New Jersey
$597K -$7.11K -16 -1%
HI
939
Harbour Investments
Wisconsin
$597K +$76.4K +172 +15%
NIM
940
Northeast Investment Management
Massachusetts
$595K -$1.33K -3 -0.2%
QC
941
Quent Capital
New York
$594K -$13.8K -31 -2%
BS
942
Bessemer Securities
New York
$594K -$55.5K -125 -9%
ETC
943
Exchange Traded Concepts
Oklahoma
$593K -$498K -1,121 -46%
CG
944
CFO4Life Group
Texas
$592K +$20.9K +47 +4%
DWA
945
Douglass Winthrop Advisors
New York
$589K – – –
NW
946
Naviter Wealth
Arkansas
$586K +$61.8K +139 +12%
BCM
947
Brookstone Capital Management
Illinois
$584K -$16.8K -39 -3%
PCS
948
Personal CFO Solutions
New Jersey
$582K +$3.11K +7 +0.5%
SRC
949
Shufro Rose & Co
New York
$578K – – –
IA
950
IFP Advisors
Florida
$577K -$55.1K -124 -9%
36 37
38
39 40