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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 %
CWG
1051
Cornerstone Wealth Group
North Carolina
$546K +$58.1K +112 +12%
TYCC
1052
Texas Yale Capital Corp
Florida
$544K – – –
CAM
1053
Campion Asset Management
Virginia
$544K – – –
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$544K +$1.04K +2 +0.2%
MS
1055
Maven Securities
Jersey
$544K +$204K +394 +60%
AOWM
1056
Alpha Omega Wealth Management
Virginia
$544K – – –
AL
1057
Aspiriant LLC
California
$544K +$5.19K +10 +1%
AIA
1058
Affinity Investment Advisors
California
$543K -$3.63K -7 -0.7%
FFA
1059
Farther Finance Advisors
California
$540K +$52.6K +102 +11%
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$539K – – –
CHAM
1061
Clear Harbor Asset Management
Connecticut
$539K +$151K +291 +39%
VIM
1062
VELA Investment Management
Ohio
$534K +$5.7K +11 +1%
SFM
1063
Signet Financial Management
New Jersey
$532K -$18.7K -36 -3%
GIA
1064
Gladstone Institutional Advisory
Florida
$531K -$77.3K -149 -13%
HCM
1065
Hengehold Capital Management
Ohio
$528K +$519 +1 +0.1%
LCWP
1066
Legacy Capital Wealth Partners
Arkansas
$526K +$526K +1,168 New
EWA
1067
EverSource Wealth Advisors
Alabama
$525K -$69.3K -131 -12%
DIA
1068
Dean Investment Associates
Ohio
$523K -$57.6K -111 -10%
KCIC
1069
Kuhn & Co Investment Counsel
Illinois
$522K – – –
LF
1070
Lee Financial
Texas
$520K – – –
WPW
1071
Waldron Private Wealth
Pennsylvania
$520K -$19.2K -37 -4%
BIA
1072
Bell Investment Advisors
California
$520K +$7.26K +14 +1%
SBWIC
1073
Schaper Benz & Wise Investment Counsel
Wisconsin
$519K +$519K +1,001 New
LWA
1074
Lantern Wealth Advisors
New York
$519K – – –
FMLI
1075
Fukoku Mutual Life Insurance
Japan
$518K – – –
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