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Elevance Health

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$527K -$431K -970 -45%
DIA
977
Dean Investment Associates
Ohio
$522K -$26.7K -60 -5%
CCG
978
Cloverfields Capital Group
Minnesota
$519K +$187K +420 +56%
LWM
979
Laidlaw Wealth Management
New York
$516K +$49.3K +111 +11%
PCIA
980
Prime Capital Investment Advisors
Kansas
$512K +$52.9K +119 +12%
HIC
981
Holderness Investments Company
North Carolina
$511K +$72K +162 +16%
CBNLCF
982
Cognios Beta Neutral Large Cap Fund
Kansas
$510K -$75.1K -169 -13%
CAM
983
Cozad Asset Management
Illinois
$510K -$475K -1,069 -48%
JSL
984
JT Stratford LLC
Georgia
$507K +$110K +248 +28%
LAM
985
Lingohr Asset Management
Germany
$506K
CIA
986
Capital Investment Advisors
Georgia
$505K +$121K +273 +32%
IUHSA
987
Itau Unibanco Holding S.A.
Brazil
$502K +$465K +1,047 +1,277%
CPA
988
Cardiff Park Advisors
California
$501K
CCB
989
Country Club Bank
Missouri
$500K -$2.2K -5 -0.4%
NL
990
NVWM LLC
Pennsylvania
$499K -$680K -1,530 -58%
KWM
991
KFG Wealth Management
Indiana
$499K -$40K -90 -7%
CIM
992
CIM Investment Management
Pennsylvania
$495K +$889 +2 +0.2%
FTC
993
Farmers Trust Company
Ohio
$489K -$11.6K -26 -2%
Dodge & Cox
994
Dodge & Cox
California
$489K
JC
995
JB Capital
Connecticut
$488K
GIA
996
Gladstone Institutional Advisory
Florida
$487K +$66.6K +150 +16%
SVWAG
997
Sound View Wealth Advisors Group
Georgia
$487K -$8.44K -19 -2%
PWMG
998
Prestige Wealth Management Group
New Jersey
$485K -$308K -694 -39%
CFG
999
Citizens Financial Group
Rhode Island
$484K -$109K -245 -18%
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$482K -$134K -301 -22%