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Elevance Health

1,582 hedge funds and large institutions have $76.2B invested in Elevance Health in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 468 increasing their positions, 727 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-95
Holders Change %
-5.66%
% of All Funds
21.06%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.51%
New
216
Increased
468
Reduced
727
Closed
280
Calls
$677M
Puts
$619M
Net Calls
+$57.5M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GTAM
951
Global Trust Asset Management
Florida
$558K -$23.2K -63 -4%
DWA
952
Douglass Winthrop Advisors
New York
$558K
HIA
953
Harbor Investment Advisory
Maryland
$557K -$143K -387 -20%
AWM
954
Axxcess Wealth Management
California
$557K +$181K +490 +48%
CRI
955
Colonial River Investments
Virginia
$557K +$349K +946 +168%
BOM
956
Bank of Marin
California
$557K
KFA
957
Kapstone Financial Advisors
Ohio
$552K -$98.9K -247 -15%
QC
958
Quent Capital
New York
$549K +$11.1K +30 +2%
HT
959
Heritage Trust
Oklahoma
$544K +$544K +1,475 New
CL
960
CVFG LLC
Indiana
$543K +$543K +1,473 New
GM
961
GeoWealth Management
Illinois
$542K +$91.5K +248 +20%
CWM
962
Compass Wealth Management
Connecticut
$542K -$18.4K -50 -3%
SAM
963
Sompo Asset Management
Japan
$539K -$136K -370 -20%
SFS
964
Strategic Financial Services
New York
$538K -$120K -325 -18%
BIG
965
Brooklyn Investment Group
New York
$537K -$48.3K -131 -8%
CIA
966
Concurrent Investment Advisors
Florida
$536K -$7.75K -21 -1%
EWA
967
EverSource Wealth Advisors
Alabama
$536K -$114K -308 -17%
HA
968
Herold Advisors
New York
$532K -$359K -973 -40%
OPWM
969
Oregon Pacific Wealth Management
Oregon
$532K +$532K +1,441 New
KFSC
970
Keystone Financial Services (Colorado)
Colorado
$530K +$12.2K +33 +2%
BFG
971
Beacon Financial Group
Texas
$527K -$53.1K -144 -9%
EFM
972
E Fund Management
China
$526K +$280K +760 +114%
HCM
973
Hollencrest Capital Management
California
$522K +$1.48K +4 +0.3%
MAM
974
McLean Asset Management
Virginia
$519K -$48.3K -131 -9%
RIA
975
Realta Investment Advisors
Delaware
$518K -$2.97K -8 -0.6%