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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 %
BIA
1076
Bell Investment Advisors
California
$466K +$9.43K +20 +2%
CFG
1077
Carr Financial Group
Massachusetts
$464K +$236K +500 +103%
AG
1078
Ascent Group
Virginia
$463K -$9.09K -18 -2%
CSI
1079
Cross Staff Investments
New York
$460K – – –
AWA
1080
Arete Wealth Advisors
Illinois
$457K +$62.3K +132 +16%
KP
1081
Keel Point
Alabama
$456K +$16K +34 +4%
TIMH
1082
Tilt Investment Management Holdings
New York
$454K -$142K -301 -24%
CWAG
1083
Compton Wealth Advisory Group
Virginia
$450K – – –
CAM
1084
CenterStar Asset Management
Illinois
$448K +$448K +949 New
BCM
1085
Bayesian Capital Management
New York
$448K +$448K +949 New
HA
1086
HFG Advisors
Ohio
$447K +$943 +2 +0.2%
EFG
1087
Everhart Financial Group
Ohio
$447K +$16K +34 +4%
NS
1088
NBC Securities
Alabama
$446K -$308K -654 -41%
II
1089
Inspire Investing
Idaho
$445K +$50.5K +107 +13%
FFA
1090
Farther Finance Advisors
California
$445K +$151K +321 +52%
GWM
1091
GSB Wealth Management
Connecticut
$445K +$472 +1 +0.1%
ZIM
1092
Zacks Investment Management
Illinois
$444K +$203K +430 +84%
RDFA
1093
Ritter Daniher Financial Advisory
Ohio
$444K +$349K +740 +366%
EHC
1094
Everett Harris & Co
California
$444K -$3.77K -8 -0.8%
CWG
1095
Cornerstone Wealth Group
North Carolina
$443K +$6.6K +14 +2%
AIM
1096
Aspen Investment Management
Michigan
$441K +$441K +935 New
LA
1097
Lifeworks Advisors
Michigan
$440K +$6.13K +13 +1%
OFS
1098
OneAscent Financial Services
Alabama
$439K +$35.8K +76 +9%
LA
1099
Latitude Advisors
Florida
$436K +$3.77K +8 +0.9%
OPTFSNA
1100
Old Point Trust & Financial Services N A
Virginia
$435K +$435K +922 New
42 43
44
45 46