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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 %
TFA
1026
Tranquilli Financial Advisor
New Jersey
$653K -$4.28K -8 -0.7%
GS
1027
GTS Securities
New York
$652K +$652K +1,203 New
HCMT
1028
Highland Capital Management (Tennessee)
Tennessee
$650K – – –
CG
1029
CFO4Life Group
Texas
$650K -$3.25K -6 -0.5%
SG
1030
StoneX Group
New York
$649K +$112K +207 +21%
SHA
1031
Seneca House Advisors
Virginia
$649K -$50.9K -94 -7%
LA
1032
Legacy Advisors
Pennsylvania
$646K +$63.4K +117 +11%
FFA
1033
Farther Finance Advisors
California
$645K +$85.5K +160 +15%
WAM
1034
Weinberger Asset Management
California
$641K +$21.1K +39 +3%
First Manhattan
1035
First Manhattan
New York
$639K +$375K +692 +142%
AWM
1036
Avior Wealth Management
Nebraska
$635K -$118K -217 -16%
FFM
1037
Fullerton Fund Management
Singapore
$635K +$134K +248 +27%
JGGDR
1038
JGP Global Gestao de Recursos
Brazil
$634K -$7.59K -14 -1%
AIA
1039
Affinity Investment Advisors
California
$634K +$66.6K +123 +12%
SPW
1040
Sonoma Private Wealth
California
$630K -$10.3K -19 -2%
MCM
1041
Monarch Capital Management
Indiana
$625K – – –
SFS
1042
Stiles Financial Services
Minnesota
$618K -$9.75K -18 -2%
NGA
1043
Naples Global Advisors
Florida
$618K +$21.7K +40 +4%
JIC
1044
Joel Isaacson & Co
New York
$618K -$56.9K -105 -8%
AC
1045
Avestar Capital
New York
$617K +$75.9K +140 +14%
EI
1046
Ellevest Inc
New York
$612K +$218K +403 +55%
FB
1047
Fulton Bank
Pennsylvania
$612K +$16.8K +31 +3%
CPA
1048
Cardiff Park Advisors
California
$611K – – –
MGIA
1049
Moneta Group Investment Advisors
Missouri
$611K +$3.25K +6 +0.5%
JC
1050
JB Capital
Connecticut
$610K +$3.25K +6 +0.5%
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42
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