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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
1026
Laidlaw Wealth Management
New York
$464K -$41.4K -95 -8%
SIC
1027
Samalin Investment Counsel
New York
$464K -$5.22K -12 -1%
FMLI
1028
Fukoku Mutual Life Insurance
Japan
$463K
WAM
1029
Weinberger Asset Management
California
$461K +$1.31K +3 +0.3%
EWA
1030
EverSource Wealth Advisors
Alabama
$460K -$8.71K -20 -2%
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$459K -$13.9K -32 -3%
W
1032
WealthOne
New York
$457K -$435 -1 -0.1%
TYCC
1033
Texas Yale Capital Corp
Florida
$457K
CAM
1034
Campion Asset Management
Virginia
$457K
AOWM
1035
Alpha Omega Wealth Management
Virginia
$457K
CWM
1036
Circle Wealth Management
New Jersey
$454K +$145K +334 +47%
BHBT
1037
Burke & Herbert Bank & Trust
Virginia
$453K
ECM
1038
Evergreen Capital Management
Washington
$445K +$5.23K +12 +1%
VIM
1039
VELA Investment Management
Ohio
$443K +$443K +1,018 New
HCM
1040
Hengehold Capital Management
Ohio
$442K
PWM
1041
PBMares Wealth Management
Virginia
$442K
CIAS
1042
Capital Investment Advisory Services
North Carolina
$441K +$8.71K +20 +2%
BTI
1043
Blue Trust Inc
Georgia
$439K +$153K +344 +53%
NP
1044
NorthRock Partners
Minnesota
$438K +$85.3K +196 +24%
SC
1045
SRB Corp
Massachusetts
$438K +$20K +46 +5%
KWM
1046
KFG Wealth Management
Indiana
$436K -$53.1K -122 -11%
RIM
1047
Redwood Investment Management
Arizona
$431K -$1.19M -2,729 -73%
CSI
1048
Cross Staff Investments
New York
$425K
CT
1049
Colonial Trust
South Carolina
$425K +$21.8K +50 +5%
AG
1050
Ascent Group
Virginia
$423K -$9.97K -22 -2%