ELV icon

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 %
DWA
926
Douglass Winthrop Advisors
New York
$784K +$97K +187 +14%
MSWM
927
Mowery & Schoenfeld Wealth Management
Illinois
$784K – – –
BIG
928
Brooklyn Investment Group
New York
$782K +$118K +228 +18%
VT
929
Vise Technologies
New York
$781K -$131K -252 -14%
PTC
930
Private Trust Company
Ohio
$779K +$33.7K +65 +5%
HHRDM
931
H&H Retirement Design & Management
Nevada
$773K +$773K +1,453 New
ACM
932
Advisors Capital Management
New Jersey
$766K +$519 +1 +0.1%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$757K +$132K +254 +21%
THWM
934
Taylor Hoffman Wealth Management
Virginia
$756K – – –
OPTFSNA
935
Old Point Trust & Financial Services N A
Virginia
$756K +$277K +535 +58%
PWM
936
Power Wealth Management
Georgia
$754K +$292K +564 +63%
MMA
937
Miracle Mile Advisors
California
$754K +$4.67K +9 +0.6%
T
938
TOBAM
France
$754K -$44.6K -86 -6%
WMA
939
Wealth Management Associates
New Jersey
$752K -$15.2K -28 -2%
CFG
940
Citizens Financial Group
Rhode Island
$750K +$19.2K +37 +3%
PCIA
941
Prime Capital Investment Advisors
Kansas
$749K -$105K -203 -12%
PMA
942
Prudent Man Advisors
Illinois
$747K -$1.04K -2 -0.1%
IAP
943
Indie Asset Partners
Indiana
$746K -$38.9K -75 -5%
WB
944
WesBanco Bank
West Virginia
$745K -$14.5K -28 -2%
CWM
945
Centric Wealth Management
Illinois
$742K +$742K +1,403 New
QC
946
Quent Capital
New York
$739K -$2.08K -4 -0.3%
CGIM
947
Capital Group Investment Management
Singapore
$733K -$3.18M -6,124 -81%
PPWP
948
Premier Path Wealth Partners
New Jersey
$732K -$13K -25 -2%
FCG
949
Fielder Capital Group
Tennessee
$731K +$4.67K +9 +0.6%
SCM
950
Shelton Capital Management
Colorado
$721K – – –
36 37
38
39 40