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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 %
GFP
1001
Gryphon Financial Partners
Ohio
$687K +$39K +72 +6%
SW
1002
Solidarity Wealth
Utah
$687K – – –
SRC
1003
Shufro Rose & Co
New York
$684K -$6.5K -12 -0.9%
AT
1004
Arden Trust
Delaware
$683K -$22.8K -42 -3%
PMSA
1005
Patrick M. Sweeney & Associates
Illinois
$683K +$7.04K +13 +1%
HIC
1006
Holderness Investments Company
North Carolina
$683K +$2.17K +4 +0.3%
BCM
1007
Brookstone Capital Management
Illinois
$678K -$28.1K -54 -4%
PFA
1008
Pathway Financial Advisers
Indiana
$677K +$8.04K +15 +1%
CT
1009
Colonial Trust
South Carolina
$675K +$56.4K +104 +9%
AAP
1010
Arax Advisory Partners
Colorado
$675K +$54.7K +101 +9%
PHAM
1011
Palisades Hudson Asset Management
Florida
$671K – – –
GDP
1012
Great Diamond Partners
Maine
$670K -$37.9K -70 -5%
CW
1013
CreativeOne Wealth
Kansas
$670K +$67.2K +124 +11%
PFS
1014
Prospera Financial Services
Texas
$669K +$4.89K +9 +0.7%
CHAM
1015
Clear Harbor Asset Management
Connecticut
$668K +$105K +193 +19%
IFU
1016
iSAM Funds (UK)
United Kingdom
$668K +$668K +1,233 New
Westfield Capital Management
1017
Westfield Capital Management
Massachusetts
$666K +$666K +1,230 New
AWM
1018
Axxcess Wealth Management
California
$666K -$244K -450 -27%
HWMG
1019
Hurlow Wealth Management Group
Indiana
$666K +$12.5K +23 +2%
FIM
1020
Freedom Investment Management
Connecticut
$666K +$45.5K +84 +7%
GM
1021
GeoWealth Management
Illinois
$665K +$217K +400 +48%
KP
1022
Keel Point
Alabama
$661K +$45.7K +86 +7%
TFIPS
1023
Towarzystwo Funduszy Inwestycyjnych PZU SA
$657K -$21.7K -40 -3%
AI
1024
Accredited Investors
Minnesota
$657K – – –
AF
1025
Allworth Financial
California
$653K +$36K +72 +6%
39 40
41
42 43