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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 %
AWM
951
Avior Wealth Management
Nebraska
$721K +$408K +786 +130%
SRL
952
Scientech Research LLC
New Jersey
$719K +$719K +1,387 New
SFM
953
Systematic Financial Management
New Jersey
$719K +$700K +1,350 +3,750%
SIC
954
Salem Investment Counselors
North Carolina
$710K +$30.1K +58 +4%
BCM
955
Brookstone Capital Management
Illinois
$703K -$131K -252 -16%
SIA
956
Schechter Investment Advisors
Michigan
$701K +$65.9K +127 +10%
BBP
957
Banco BTG Pactual
Brazil
$700K – – –
CIC
958
Carnegie Investment Counsel
Ohio
$698K -$28K -54 -4%
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$698K +$13K +25 +2%
EP
960
Edgestream Partners
New Jersey
$698K +$698K +1,346 New
SC
961
SRB Corp
Massachusetts
$697K +$136K +262 +24%
DS
962
DRW Securities
Illinois
$691K +$368K +710 +114%
AC
963
Apella Capital
Connecticut
$690K – – –
UCB
964
United Community Bank
South Carolina
$689K -$401K -773 -37%
CIA
965
Concurrent Investment Advisors
Florida
$687K -$5.18K -10 -0.7%
WA
966
Wealth Alliance
New York
$687K -$6.74K -13 -1%
KLCM
967
KG&L Capital Management
Louisiana
$686K +$162K +312 +31%
HI
968
Humankind Investments
New York
$681K -$10.4K -20 -1%
MCCP
969
Mission Creek Capital Partners
California
$680K +$244K +470 +56%
BBI
970
Baxter Bros Inc
Connecticut
$679K +$13K +25 +2%
GDP
971
Great Diamond Partners
Maine
$678K -$14K -27 -2%
AT
972
Arden Trust
Delaware
$676K -$51.3K -99 -7%
CC
973
Constitution Capital
Connecticut
$674K – – –
SHA
974
Seneca House Advisors
Virginia
$670K -$56K -108 -8%
OIS
975
Okabena Investment Services
Minnesota
$669K -$75.2K -145 -10%
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