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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
1001
Boothbay Fund Management
New York
$683K +$490K +943 +254%
PCIA
1002
Prime Capital Investment Advisors
Kansas
$683K -$81.1K -156 -11%
IBOK
1003
Independence Bank of Kentucky
Kentucky
$678K +$208K +400 +44%
CC
1004
Constitution Capital
Connecticut
$676K – – –
LI
1005
LRI Investments
Florida
$676K +$22.4K +55 +3%
IAP
1006
Indie Asset Partners
Indiana
$674K -$2.08K -4 -0.3%
CT
1007
Colonial Trust
South Carolina
$669K +$20.8K +40 +3%
HWMG
1008
Hurlow Wealth Management Group
Indiana
$661K +$21.8K +42 +3%
SW
1009
Solidarity Wealth
Utah
$659K – – –
FM
1010
Foster & Motley
Ohio
$658K -$84.2K -162 -11%
BFC
1011
Bedel Financial Consulting
Indiana
$656K -$34.3K -66 -5%
CM
1012
Crestline Management
Texas
$656K +$656K +1,262 New
HIC
1013
Holderness Investments Company
North Carolina
$656K +$520 +1 +0.1%
AAP
1014
Arax Advisory Partners
Colorado
$655K +$7.8K +15 +1%
NGA
1015
Naples Global Advisors
Florida
$655K +$62.4K +120 +11%
LA
1016
Legacy Advisors
Pennsylvania
$652K +$31.7K +61 +5%
GFP
1017
Gryphon Financial Partners
Ohio
$650K -$9.36K -18 -1%
JIC
1018
Joel Isaacson & Co
New York
$646K +$53.6K +103 +9%
WEG
1019
World Equity Group
Illinois
$645K -$1.29M -2,486 -67%
PFS
1020
Prospera Financial Services
Texas
$640K -$3.13K -6 -0.5%
JGGDR
1021
JGP Global Gestao de Recursos
Brazil
$638K +$29.6K +57 +5%
GM
1022
GeoWealth Management
Illinois
$635K -$3.64K -7 -0.6%
TFA
1023
Tranquilli Financial Advisor
New Jersey
$632K -$2.6K -5 -0.4%
TFIPS
1024
Towarzystwo Funduszy Inwestycyjnych PZU SA
$631K – – –
AI
1025
Accredited Investors
Minnesota
$631K +$520 +1 +0.1%
39 40
41
42 43