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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 %
MMA
976
Miracle Mile Advisors
California
$751K -$37.4K -69 -5%
IWM
977
IHT Wealth Management
Illinois
$743K +$172K +318 +30%
ACM
978
Alamar Capital Management
California
$741K +$741K +1,368 New
ECM
979
Evergreen Capital Management
Washington
$740K +$105K +194 +17%
CWM
980
Centric Wealth Management
Illinois
$740K – – –
NB
981
Northwest Bancshares
Pennsylvania
$738K +$52K +96 +8%
HHRDM
982
H&H Retirement Design & Management
Nevada
$735K +$2.52K +5 +0.3%
SIM
983
Stratos Investment Management
Ohio
$728K +$34.2K +63 +5%
PFMU
984
Privium Fund Management (UK)
United Kingdom
$727K +$727K +1,357 New
BFC
985
Bedel Financial Consulting
Indiana
$720K +$43.9K +81 +6%
CIS
986
Custom Index Systems
New York
$720K +$476K +878 +195%
WA
987
Wealth Alliance
New York
$712K -$5.42K -10 -0.8%
AWA
988
Arete Wealth Advisors
Illinois
$711K +$711K +1,314 New
SIC
989
Salem Investment Counselors
North Carolina
$710K -$31.4K -58 -4%
KFGK
990
Keystone Financial Group (Kentucky)
Kentucky
$710K +$15.2K +28 +2%
ETC
991
Exchange Traded Concepts
Oklahoma
$708K +$32.5K +60 +5%
IAP
992
Indie Asset Partners
Indiana
$705K -$74.3K -137 -10%
CC
993
Constitution Capital
Connecticut
$704K – – –
LFA
994
Legacy Financial Advisors
Kentucky
$702K -$125K -230 -15%
EFG
995
Everhart Financial Group
Ohio
$699K +$92.7K +171 +15%
OFG
996
Oxford Financial Group
Indiana
$698K +$30.9K +57 +5%
KFSC
997
Keystone Financial Services (Colorado)
Colorado
$694K +$85.1K +157 +14%
OTPPB
998
Ontario Teachers' Pension Plan Board
Ontario, Canada
$693K -$2.47M -4,554 -78%
JWCA
999
J.W. Cole Advisors
Florida
$692K +$75.3K +139 +12%
FFA
1000
First Foundation Advisors
California
$690K +$542 +1 +0.1%
38 39
40
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