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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 %
BBHC
1051
Brown Brothers Harriman & Co
New York
$499K -$324K -687 -39%
SMA
1052
Sage Mountain Advisors
Georgia
$497K +$53.3K +113 +12%
AIA
1053
Affinity Investment Advisors
California
$497K +$191K +404 +62%
LWM
1054
Laidlaw Wealth Management
New York
$497K -$6.13K -13 -1%
CAM
1055
Campion Asset Management
Virginia
$495K – – –
TYCC
1056
Texas Yale Capital Corp
Florida
$495K – – –
AOWM
1057
Alpha Omega Wealth Management
Virginia
$495K – – –
PWPS
1058
Pinnacle Wealth Planning Services
Ohio
$494K -$2.83K -6 -0.6%
RAM
1059
RWC Asset Management
United Kingdom
$493K -$2.81M -5,966 -85%
SWM
1060
Spire Wealth Management
Virginia
$491K +$57.6K +124 +13%
WPW
1061
Waldron Private Wealth
Pennsylvania
$490K -$28.3K -60 -5%
BHBT
1062
Burke & Herbert Bank & Trust
Virginia
$490K – – –
AL
1063
Aspiriant LLC
California
$490K -$28.3K -60 -5%
CIAS
1064
Capital Investment Advisory Services
North Carolina
$489K +$11.3K +24 +2%
PWM
1065
PBMares Wealth Management
Virginia
$482K +$3.3K +7 +0.7%
VIM
1066
VELA Investment Management
Ohio
$480K – – –
HCM
1067
Hengehold Capital Management
Ohio
$479K +$471 +1 +0.1%
KLCM
1068
KG&L Capital Management
Louisiana
$477K +$477K +1,011 New
KCIC
1069
Kuhn & Co Investment Counsel
Illinois
$474K +$474K +1,006 New
CBNLCF
1070
Cognios Beta Neutral Large Cap Fund
Kansas
$474K -$57.5K -122 -11%
LF
1071
Lee Financial
Texas
$473K +$464K +983 +4,915%
KWM
1072
KFG Wealth Management
Indiana
$473K – – –
LWA
1073
Lantern Wealth Advisors
New York
$472K +$472K +1,000 New
FMLI
1074
Fukoku Mutual Life Insurance
Japan
$471K -$30.7K -65 -6%
JWCA
1075
J.W. Cole Advisors
Florida
$469K +$51.4K +109 +12%
41 42
43
44 45