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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 %
PCA
1001
Prosperity Capital Advisors
Ohio
$626K +$302K +583 +93%
CFGS
1002
Concourse Financial Group Securities
Alabama
$626K +$63.3K +122 +11%
HWMG
1003
Hurlow Wealth Management Group
Indiana
$625K – – –
CG
1004
CFO4Life Group
Texas
$625K -$8.81K -17 -1%
HCMT
1005
Highland Capital Management (Tennessee)
Tennessee
$622K -$9.01M -17,384 -94%
GFP
1006
Gryphon Financial Partners
Ohio
$620K +$620K +1,196 New
CWM
1007
Circle Wealth Management
New Jersey
$619K +$9.85K +19 +2%
AWP
1008
Ascent Wealth Partners
New York
$619K +$10.9K +21 +2%
P
1009
&Partners
Tennessee
$617K +$343K +661 +125%
JGGDR
1010
JGP Global Gestao de Recursos
Brazil
$614K -$2.59K -5 -0.4%
SPW
1011
Sonoma Private Wealth
California
$612K +$36.8K +71 +6%
ECM
1012
Evergreen Capital Management
Washington
$608K +$32.2K +62 +6%
SAM
1013
Smartleaf Asset Management
Massachusetts
$602K +$220K +423 +58%
SFS
1014
Stiles Financial Services
Minnesota
$602K -$10.9K -21 -2%
KP
1015
Keel Point
Alabama
$600K +$99.1K +191 +20%
VC
1016
Vestor Capital
Illinois
$599K -$3.11K -6 -0.5%
MCM
1017
Monarch Capital Management
Indiana
$598K -$28.5K -55 -5%
SMA
1018
Sage Mountain Advisors
Georgia
$597K +$50.3K +97 +9%
SVWAG
1019
Sound View Wealth Advisors Group
Georgia
$595K -$29.6K -57 -5%
AAP
1020
Arax Advisory Partners
Colorado
$594K +$33.7K +65 +6%
FIM
1021
Freedom Investment Management
Connecticut
$594K -$261K -504 -31%
WAM
1022
Weinberger Asset Management
California
$593K +$3.11K +6 +0.5%
CT
1023
Colonial Trust
South Carolina
$592K -$2.59K -5 -0.4%
JWCA
1024
J.W. Cole Advisors
Florida
$589K +$74.1K +143 +14%
CM
1025
Capula Management
Cayman Islands
$589K +$121K +234 +26%
39 40
41
42 43