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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 %
OFG
926
OmniStar Financial Group
North Carolina
$873K +$7.04K +13 +0.8%
LI
927
LRI Investments
Florida
$870K – – –
MPWT
928
MassMutual Private Wealth & Trust
Connecticut
$869K +$139K +256 +19%
SAI
929
Systematic Alpha Investments
New Jersey
$865K – – –
EWM
930
Evermay Wealth Management
Virginia
$861K -$36.3K -67 -4%
HCM
931
Hollencrest Capital Management
California
$860K +$1.63K +3 +0.2%
MSCM
932
McElhenny Sheffield Capital Management
Texas
$860K -$33.6K -62 -4%
TCM
933
Twin Capital Management
Pennsylvania
$859K -$20K -37 -2%
AW
934
Atlas Wealth
Ohio
$859K +$430K +810 +100%
FMC
935
First Merchants Corp
Indiana
$857K – – –
MCC
936
Money Concepts Capital
Florida
$857K +$27.6K +51 +3%
BFG
937
Beacon Financial Group
Texas
$853K -$39.5K -73 -4%
LTAS
938
Linden Thomas Advisory Services
North Carolina
$852K -$40.1K -74 -4%
CWM
939
Compass Wealth Management
Connecticut
$850K – – –
MHS
940
M Holdings Securities
Oregon
$849K +$849K +1,567 New
BOM
941
Bank of Marin
California
$848K – – –
EWM
942
Empirical Wealth Management
Washington
$847K -$11.9K -22 -1%
TNB
943
Thomasville National Bank
Georgia
$840K – – –
CIA
944
Concurrent Investment Advisors
Florida
$832K +$114K +211 +16%
RFA
945
ROI Financial Advisors
Oregon
$832K +$8.67K +16 +1%
SAM
946
Smithbridge Asset Management
Pennsylvania
$830K – – –
JWCA
947
J.W. Coons Advisors
Ohio
$829K – – –
BCMO
948
Buckingham Capital Management (Ohio)
Ohio
$827K – – –
MAM
949
McLean Asset Management
Virginia
$826K -$52.9K -99 -6%
MC
950
Middleton & Co
Massachusetts
$826K – – –
36 37
38
39 40