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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 %
FPAS
1026
Focus Partners Advisor Solutions
Missouri
$628K +$179K +345 +40%
KP
1027
Keel Point
Alabama
$624K -$22.4K -43 -3%
FFA
1028
First Foundation Advisors
California
$624K -$38.5K -74 -6%
HCMT
1029
Highland Capital Management (Tennessee)
Tennessee
$624K – – –
First Manhattan
1030
First Manhattan
New York
$623K +$9.88K +19 +2%
AC
1031
Avestar Capital
New York
$620K +$28.6K +55 +5%
HI
1032
Humankind Investments
New York
$619K +$34.3K +66 +6%
VFPW
1033
Vantage Financial Partners (Wisconsin)
Wisconsin
$617K +$41.6K +80 +7%
FRM
1034
Fox Run Management
Connecticut
$616K +$170K +327 +38%
IDA
1035
Intelligence Driven Advisers
California
$613K +$36.9K +71 +6%
AWM
1036
Avior Wealth Management
Nebraska
$613K +$3.12K +6 +0.5%
WAM
1037
Weinberger Asset Management
California
$613K -$2.08K -4 -0.3%
CG
1038
CFO4Life Group
Texas
$613K -$10.9K -21 -2%
AC
1039
AXQ Capital
New Jersey
$612K -$496K -954 -45%
AIA
1040
Affinity Investment Advisors
California
$608K – – –
SHA
1041
Seneca House Advisors
Virginia
$608K -$14.6K -28 -2%
MGIA
1042
Moneta Group Investment Advisors
Missouri
$608K +$21.3K +41 +4%
EI
1043
Ellevest Inc
New York
$605K +$17.2K +33 +3%
IA
1044
IFP Advisors
Florida
$603K +$158K +303 +35%
CWM
1045
Centric Wealth Management
Illinois
$602K – – –
MCM
1046
Monarch Capital Management
Indiana
$600K – – –
SPW
1047
Sonoma Private Wealth
California
$599K -$5.2K -10 -0.9%
SVWAG
1048
Sound View Wealth Advisors Group
Georgia
$596K +$29.1K +56 +5%
WPW
1049
Waldron Private Wealth
Pennsylvania
$594K +$40K +77 +7%
OFG
1050
Oxford Financial Group
Indiana
$592K -$78.5K -151 -12%
40 41
42
43 44