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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 %
ET
951
Entropy Technologies
New York
$670K +$670K +1,420 New
WMA
952
Wealth Management Associates
New Jersey
$667K +$26.4K +56 +4%
CFG
953
Citizens Financial Group
Rhode Island
$664K +$129K +273 +24%
AT
954
Arden Trust
Delaware
$661K -$16K -34 -2%
FCG
955
Fielder Capital Group
Tennessee
$661K +$661K +1,401 New
CIC
956
Carnegie Investment Counsel
Ohio
$660K +$660K +1,401 New
SHA
957
Seneca House Advisors
Virginia
$660K -$11.8K -25 -2%
APWA
958
Atlas Private Wealth Advisors
New Jersey
$658K +$2.83K +6 +0.4%
SCM
959
Shelton Capital Management
Colorado
$655K -$38.2K -81 -6%
BWCS
960
Beirne Wealth Consulting Services
Connecticut
$651K +$651K +1,379 New
AC
961
Apella Capital
Connecticut
$650K +$1.46K +3 +0.2%
TFA
962
Tranquilli Financial Advisor
New Jersey
$646K -$50.9K -108 -7%
PHAM
963
Palisades Hudson Asset Management
Florida
$643K +$471 +1 +0.1%
CAMV
964
Concord Asset Management (Virginia)
Virginia
$642K +$642K +1,362 New
BBP
965
Banco BTG Pactual
Brazil
$633K +$70.3K +150 +13%
WA
966
Wealth Alliance
New York
$631K -$2.83K -6 -0.4%
KFGK
967
Keystone Financial Group (Kentucky)
Kentucky
$630K -$32.5K -69 -5%
CIA
968
Concurrent Investment Advisors
Florida
$629K +$629K +1,335 New
GDP
969
Great Diamond Partners
Maine
$629K -$34K -72 -5%
HI
970
Humankind Investments
New York
$629K -$4.72K -10 -0.7%
LJAC
971
L.J. Altfest & Co
New York
$625K +$32.1K +68 +5%
DWA
972
Douglass Winthrop Advisors
New York
$625K – – –
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$623K +$56.6K +120 +10%
SIC
974
Salem Investment Counselors
North Carolina
$618K +$39.1K +83 +7%
ETC
975
Exchange Traded Concepts
Oklahoma
$618K +$472 +1 +0.1%
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