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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 %
KFGK
976
Keystone Financial Group (Kentucky)
Kentucky
$665K -$28K -54 -4%
SIM
977
Stratos Investment Management
Ohio
$664K +$25.4K +49 +4%
SRC
978
Shufro Rose & Co
New York
$661K -$13K -25 -2%
FFA
979
First Foundation Advisors
California
$660K -$159K -307 -19%
SW
980
Solidarity Wealth
Utah
$658K – – –
HI
981
Harbour Investments
Wisconsin
$657K +$16.6K +32 +3%
NB
982
Northwest Bancshares
Pennsylvania
$656K +$28K +54 +4%
SCTC
983
Sanibel Captiva Trust Company
Florida
$654K +$4.15K +8 +0.6%
HIC
984
Holderness Investments Company
North Carolina
$651K +$38.9K +75 +6%
TFIPS
985
Towarzystwo Funduszy Inwestycyjnych PZU SA
$650K – – –
MF
986
Magnetar Financial
Illinois
$648K +$648K +1,250 New
PFA
987
Pathway Financial Advisers
Indiana
$647K +$4.67K +9 +0.7%
FNBOH
988
First National Bank of Hutchinson
Kansas
$647K +$7.26K +14 +1%
PMSA
989
Patrick M. Sweeney & Associates
Illinois
$647K +$15.6K +30 +2%
BFC
990
Bedel Financial Consulting
Indiana
$647K +$10.4K +20 +2%
ETC
991
Exchange Traded Concepts
Oklahoma
$646K -$33.2K -64 -5%
JIC
992
Joel Isaacson & Co
New York
$646K – – –
PHAM
993
Palisades Hudson Asset Management
Florida
$642K -$65.3K -126 -9%
AF
994
Allworth Financial
California
$641K +$210K +404 +49%
OFG
995
Oxford Financial Group
Indiana
$639K -$317K -612 -33%
SIM
996
Sentry Investment Management
Wisconsin
$638K – – –
TFA
997
Tranquilli Financial Advisor
New Jersey
$637K -$73.1K -141 -10%
PFS
998
Prospera Financial Services
Texas
$635K +$43.7K +84 +7%
CL
999
Choreo LLC
Illinois
$633K -$11.4K -22 -2%
AI
1000
Accredited Investors
Minnesota
$628K – – –
38 39
40
41 42