ELV icon

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 %
T
926
TOBAM
France
$727K -$325K -689 -31%
HCM
927
Hollencrest Capital Management
California
$725K -$19.8K -42 -3%
VA
928
Valmark Advisers
Ohio
$721K -$27.8K -59 -4%
PTC
929
Petrus Trust Company
Texas
$721K -$448K -951 -38%
MC
930
Middleton & Co
Massachusetts
$719K – – –
PP
931
PDS Planning
Ohio
$716K -$10.8K -23 -1%
NICM
932
Neo Ivy Capital Management
New York
$715K +$715K +1,516 New
IAP
933
Indie Asset Partners
Indiana
$714K -$44.8K -95 -6%
MSWM
934
Mowery & Schoenfeld Wealth Management
Illinois
$713K +$713K +1,511 New
BAM
935
Belpointe Asset Management
Nevada
$708K -$285K -605 -29%
AC
936
AXQ Capital
New Jersey
$707K -$377K -800 -35%
FC
937
Fore Capital
New York
$707K +$707K +1,500 New
LFA
938
Legacy Financial Advisors
Kentucky
$705K +$199K +423 +39%
SAG
939
SageView Advisory Group
California
$697K +$364K +739 +109%
ACM
940
Advisors Capital Management
New Jersey
$696K +$696K +1,475 New
SOS
941
Silver Oak Securities
Tennessee
$695K +$600K +1,272 +630%
NFA
942
Northern Financial Advisors
Michigan
$691K +$62.2K +132 +10%
WB
943
WesBanco Bank
West Virginia
$690K – – –
THWM
944
Taylor Hoffman Wealth Management
Virginia
$687K -$26.9K -57 -4%
MMA
945
Miracle Mile Advisors
California
$682K -$799K -1,695 -54%
PMA
946
Prudent Man Advisors
Illinois
$680K -$43.9K -93 -6%
PTC
947
Private Trust Company
Ohio
$677K -$16.5K -35 -2%
OIS
948
Okabena Investment Services
Minnesota
$677K -$36.8K -78 -5%
PPWP
949
Premier Path Wealth Partners
New Jersey
$677K +$677K +1,436 New
QC
950
Quent Capital
New York
$673K +$55.2K +117 +9%
36 37
38
39 40