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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 %
DWA
951
Douglass Winthrop Advisors
New York
$819K – – –
MSWM
952
Mowery & Schoenfeld Wealth Management
Illinois
$819K – – –
PMA
953
Prudent Man Advisors
Illinois
$817K +$36.8K +68 +5%
VAM
954
Verity Asset Management
North Carolina
$814K +$353K +651 +76%
DSC
955
Duncker Streett & Co
Missouri
$808K -$1.63M -3,000 -67%
SCTC
956
Sanibel Captiva Trust Company
Florida
$808K +$125K +230 +18%
QC
957
Quent Capital
New York
$803K +$31.4K +58 +4%
PCIA
958
Prime Capital Investment Advisors
Kansas
$797K +$14.1K +26 +2%
KLCM
959
KG&L Capital Management
Louisiana
$795K +$78.6K +145 +11%
GT
960
Glenview Trust
Kentucky
$790K -$293K -541 -27%
BIG
961
Brooklyn Investment Group
New York
$782K – – –
THWM
962
Taylor Hoffman Wealth Management
Virginia
$779K – – –
FM
963
Foster & Motley
Ohio
$774K -$170K -314 -18%
BAM
964
Berkshire Asset Management
Pennsylvania
$773K +$464K +856 +150%
WB
965
WesBanco Bank
West Virginia
$767K -$11.4K -21 -1%
PPWP
966
Premier Path Wealth Partners
New Jersey
$764K -$542 -1 -0.1%
SIA
967
Schechter Investment Advisors
Michigan
$763K +$30.9K +57 +4%
EWA
968
EverSource Wealth Advisors
Alabama
$762K +$233K +438 +44%
FCG
969
Fielder Capital Group
Tennessee
$761K -$3.25K -6 -0.4%
APWA
970
Atlas Private Wealth Advisors
New Jersey
$761K +$381K +704 +101%
GCA
971
Genesee Capital Advisors
New York
$755K -$173K -320 -19%
SCM
972
Shelton Capital Management
Colorado
$753K – – –
NRD
973
Nebula Research & Development
New York
$752K +$339K +625 +82%
WMA
974
Wealth Management Associates
New Jersey
$752K – – –
SFM
975
Systematic Financial Management
New Jersey
$751K – – –
37 38
39
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