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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1026
Weinberger Asset Management
California
$536K +$37.2K +79 +7%
KFSC
1027
Keystone Financial Services (Colorado)
Colorado
$535K +$8.49K +18 +2%
TSS
1028
Two Sigma Securities
New York
$532K -$149K -317 -22%
CPA
1029
Cardiff Park Advisors
California
$532K – – –
EWA
1030
EverSource Wealth Advisors
Alabama
$530K +$32.1K +68 +6%
FWTB
1031
First Western Trust Bank
Colorado
$530K -$19.8K -42 -4%
DIA
1032
Dean Investment Associates
Ohio
$528K -$18.9K -40 -3%
NL
1033
NVWM LLC
Pennsylvania
$525K -$1.42K -3 -0.3%
MGIA
1034
Moneta Group Investment Advisors
Missouri
$525K -$28.8K -61 -5%
ECM
1035
Evergreen Capital Management
Washington
$523K +$41.5K +88 +9%
SPW
1036
Sonoma Private Wealth
California
$523K +$145K +308 +38%
Dodge & Cox
1037
Dodge & Cox
California
$519K – – –
NFG
1038
Nations Financial Group
Iowa
$517K +$2.83K +6 +0.6%
LA
1039
Legacy Advisors
Pennsylvania
$515K -$2.11M -4,477 -80%
CIM
1040
CIM Investment Management
Pennsylvania
$514K – – –
PIM
1041
Plato Investment Management
Australia
$513K +$513K +1,088 New
CFGS
1042
Concourse Financial Group Securities
Alabama
$512K -$179K -380 -26%
SIC
1043
Samalin Investment Counsel
New York
$512K +$9.44K +20 +2%
SC
1044
SRB Corp
Massachusetts
$510K +$35.8K +76 +8%
TPI
1045
Trust Point Inc
Wisconsin
$509K +$509K +1,080 New
AAP
1046
Arax Advisory Partners
Colorado
$509K +$152K +322 +42%
DL
1047
DOHJ LLC
Washington
$506K +$506K +1,073 New
LIA
1048
LS Investment Advisors
Michigan
$505K +$505K +1,070 New
WWM
1049
Whalen Wealth Management
Nevada
$502K +$502K +1,064 New
SFM
1050
Signet Financial Management
New Jersey
$500K -$20.3K -43 -4%
40 41
42
43 44