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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 %
XT
1026
XTX Topco
Cayman Islands
$586K +$339K +653 +137%
CPA
1027
Cardiff Park Advisors
California
$585K – – –
KFSC
1028
Keystone Financial Services (Colorado)
Colorado
$583K -$5.19K -10 -0.9%
MGIA
1029
Moneta Group Investment Advisors
Missouri
$582K +$4.67K +9 +0.8%
JC
1030
JB Capital
Connecticut
$581K -$38.9K -75 -6%
FTC
1031
Farmers Trust Company
Ohio
$580K -$9.33K -18 -2%
EFG
1032
Everhart Financial Group
Ohio
$580K +$88.7K +171 +18%
CW
1033
CreativeOne Wealth
Kansas
$577K +$169K +326 +41%
CCB
1034
Country Club Bank
Missouri
$574K -$20.7K -40 -3%
Dodge & Cox
1035
Dodge & Cox
California
$570K – – –
NGA
1036
Naples Global Advisors
Florida
$570K +$570K +1,100 New
PCM
1037
Penserra Capital Management
California
$570K -$533K -1,029 -48%
FB
1038
Fulton Bank
Pennsylvania
$570K -$25.9K -50 -4%
HT
1039
Heritage Trust
Oklahoma
$568K +$568K +1,096 New
NL
1040
NVWM LLC
Pennsylvania
$568K -$9.33K -18 -2%
TPI
1041
Trust Point Inc
Wisconsin
$567K +$7.26K +14 +1%
VFPW
1042
Vantage Financial Partners (Wisconsin)
Wisconsin
$565K +$565K +1,090 New
CIM
1043
CIM Investment Management
Pennsylvania
$565K – – –
FPWM
1044
FSB Premier Wealth Management
Iowa
$564K +$234K +451 +71%
LA
1045
Lifeworks Advisors
Michigan
$560K +$76.2K +147 +16%
PWM
1046
PBMares Wealth Management
Virginia
$559K +$29.6K +57 +6%
LA
1047
Legacy Advisors
Pennsylvania
$558K -$8.3K -16 -1%
FWTB
1048
First Western Trust Bank
Colorado
$553K -$29K -56 -5%
WWM
1049
Whalen Wealth Management
Nevada
$552K – – –
IWM
1050
IHT Wealth Management
Illinois
$546K +$73.6K +142 +16%
40 41
42
43 44