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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 %
AC
1076
Avestar Capital
New York
$518K +$115K +221 +28%
SG
1077
StoneX Group
New York
$514K +$232K +447 +82%
CIAS
1078
Capital Investment Advisory Services
North Carolina
$513K -$24.4K -47 -5%
CFG
1079
Carr Financial Group
Massachusetts
$511K – – –
AIM
1080
Aspen Investment Management
Michigan
$499K +$14K +27 +3%
KWM
1081
KFG Wealth Management
Indiana
$499K -$20.7K -40 -4%
NS
1082
NBC Securities
Alabama
$497K +$6.73K +13 +1%
LA
1083
Latitude Advisors
Florida
$496K +$16.6K +32 +3%
AA
1084
Advisory Alpha
Michigan
$495K +$201K +387 +68%
CWAG
1085
Compton Wealth Advisory Group
Virginia
$495K – – –
SWC
1086
Spectrum Wealth Counsel
Indiana
$494K -$10.4K -20 -2%
TFS
1087
Thoroughbred Financial Services
Tennessee
$492K -$693K -1,338 -58%
GWM
1088
GSB Wealth Management
Connecticut
$490K +$1.04K +2 +0.2%
RDFA
1089
Ritter Daniher Financial Advisory
Ohio
$488K – – –
EHC
1090
Everett Harris & Co
California
$488K – – –
WWM
1091
Western Wealth Management
Colorado
$484K -$999K -1,927 -67%
DWM
1092
Dakota Wealth Management
Florida
$482K +$159K +306 +49%
FAFN
1093
First Affirmative Financial Network
Colorado
$480K +$14.5K +28 +3%
SWM
1094
Spire Wealth Management
Virginia
$480K -$67.4K -130 -12%
FFM
1095
Fullerton Fund Management
Singapore
$479K +$479K +924 New
IBOK
1096
Independence Bank of Kentucky
Kentucky
$479K +$154K +297 +47%
KI
1097
Kapitalo Investimentos
Brazil
$474K -$196K -378 -29%
FFBTD
1098
First Financial Bank - Trust Division
Ohio
$474K -$1.04K -2 -0.2%
BBHC
1099
Brown Brothers Harriman & Co
New York
$473K -$76.2K -147 -14%
WAS
1100
Wealth Advisory Solutions
Indiana
$471K +$81.9K +158 +21%
42 43
44
45 46