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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
951
ROI Financial Advisors
Oregon
$784K -$14K -27 -2%
IWM
952
IHT Wealth Management
Illinois
$780K +$69.9K +135 +10%
DSC
953
Duncker Streett & Co
Missouri
$776K – – –
BAM
954
Berkshire Asset Management
Pennsylvania
$773K – – –
AFG
955
Argent Financial Group
Louisiana
$772K +$772K +1,484 New
PMA
956
Prudent Man Advisors
Illinois
$771K -$13.5K -26 -2%
CHAM
957
Clear Harbor Asset Management
Connecticut
$770K +$129K +248 +20%
JWCA
958
J.W. Coons Advisors
Ohio
$770K -$26K -50 -3%
DFCM
959
Dark Forest Capital Management
Puerto Rico
$769K -$213K -409 -22%
CF
960
Centaurus Financial
California
$768K +$291K +559 +61%
MPWT
961
MassMutual Private Wealth & Trust
Connecticut
$768K -$66K -127 -8%
CIA
962
Concurrent Investment Advisors
Florida
$767K -$31.7K -61 -4%
FCG
963
Fielder Capital Group
Tennessee
$760K +$30.2K +58 +4%
QC
964
Quent Capital
New York
$759K -$12.5K -24 -2%
MAM
965
McLean Asset Management
Virginia
$757K -$3.94K -8 -0.5%
HCM
966
Howard Capital Management
Georgia
$755K +$755K +1,452 New
SBF
967
Sara-Bay Financial
Florida
$755K +$755K +1,452 New
SIA
968
Schechter Investment Advisors
Michigan
$750K +$17.7K +34 +2%
MMA
969
Miracle Mile Advisors
California
$750K +$29.1K +56 +4%
CA
970
Commerzbank Aktiengesellschaft
Germany
$748K +$195K +374 +35%
GT
971
Glenview Trust
Kentucky
$743K -$15.1K -29 -2%
HCM
972
Hollencrest Capital Management
California
$734K -$92K -177 -11%
APWA
973
Atlas Private Wealth Advisors
New Jersey
$732K +$2.08K +4 +0.3%
KFSC
974
Keystone Financial Services (Colorado)
Colorado
$730K +$63.5K +122 +10%
BCM
975
Brookstone Capital Management
Illinois
$728K +$50.5K +97 +7%
37 38
39
40 41