ELV icon

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 %
HI
1051
Humankind Investments
New York
$609K -$103K -190 -14%
CFGS
1052
Concourse Financial Group Securities
Alabama
$609K -$45.5K -84 -7%
CIC
1053
Carnegie Investment Counsel
Ohio
$605K -$125K -231 -17%
BBI
1054
Baxter Bros Inc
Connecticut
$601K -$108K -200 -15%
IDA
1055
Intelligence Driven Advisers
California
$600K +$275K +508 +85%
VFPW
1056
Vantage Financial Partners (Wisconsin)
Wisconsin
$600K +$8.67K +16 +1%
Dodge & Cox
1057
Dodge & Cox
California
$596K – – –
FTC
1058
Farmers Trust Company
Ohio
$595K -$11.4K -21 -2%
PCM
1059
Penserra Capital Management
California
$594K -$2.71K -5 -0.5%
HT
1060
Heritage Trust
Oklahoma
$594K – – –
NL
1061
NVWM LLC
Pennsylvania
$591K -$2.17K -4 -0.4%
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$591K -$30.9K -57 -5%
PWM
1063
PBMares Wealth Management
Virginia
$588K +$3.79K +7 +0.6%
CIM
1064
CIM Investment Management
Pennsylvania
$587K -$3.25K -6 -0.6%
FWTB
1065
First Western Trust Bank
Colorado
$581K +$3.25K +6 +0.6%
WPW
1066
Waldron Private Wealth
Pennsylvania
$578K +$34.1K +63 +6%
WWM
1067
Whalen Wealth Management
Nevada
$577K – – –
CA
1068
Commerzbank Aktiengesellschaft
Germany
$576K -$430K -794 -43%
CCB
1069
Country Club Bank
Missouri
$574K -$18.8K -35 -3%
HCM
1070
Hengehold Capital Management
Ohio
$571K +$19.5K +36 +4%
TYCC
1071
Texas Yale Capital Corp
Florida
$569K – – –
CAM
1072
Campion Asset Management
Virginia
$569K – – –
PWPS
1073
Pinnacle Wealth Planning Services
Ohio
$568K -$542 -1 -0.1%
AOWM
1074
Alpha Omega Wealth Management
Virginia
$568K – – –
KWM
1075
KFG Wealth Management
Indiana
$559K +$37.9K +70 +7%
41 42
43
44 45