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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 %
VIM
1076
VELA Investment Management
Ohio
$558K – – –
BIA
1077
Bell Investment Advisors
California
$557K +$14.1K +26 +3%
AWP
1078
Ascent Wealth Partners
New York
$556K -$90.5K -167 -14%
NS
1079
NBC Securities
Alabama
$555K +$35.2K +65 +7%
SIM
1080
Sentry Investment Management
Wisconsin
$554K -$113K -209 -17%
AA
1081
Advisory Alpha
Michigan
$552K +$34.2K +63 +7%
LRIA
1082
Leonard Rickey Investment Advisors
Washington
$550K +$86.7K +160 +19%
LA
1083
Lifeworks Advisors
Michigan
$548K -$36.8K -68 -6%
KCIC
1084
Kuhn & Co Investment Counsel
Illinois
$545K – – –
ALAM
1085
Asahi Life Asset Management
Japan
$545K +$545K +1,005 New
SFM
1086
Signet Financial Management
New Jersey
$544K -$11.4K -21 -2%
AIM
1087
Aspen Investment Management
Michigan
$544K +$22.8K +42 +4%
EHC
1088
Everett Harris & Co
California
$542K +$32.5K +60 +6%
LWA
1089
Lantern Wealth Advisors
New York
$542K – – –
FMLI
1090
Fukoku Mutual Life Insurance
Japan
$541K – – –
CIAS
1091
Capital Investment Advisory Services
North Carolina
$536K – – –
CFG
1092
Carr Financial Group
Massachusetts
$535K +$1.08K +2 +0.2%
OIS
1093
Okabena Investment Services
Minnesota
$529K -$170K -314 -24%
C1AG
1094
Client 1st Advisory Group
Florida
$521K +$42.8K +79 +9%
AWM
1095
Adams Wealth Management
Utah
$518K +$141K +261 +38%
CI
1096
CacheTech Inc
Utah
$518K +$518K +956 New
CWAG
1097
Compton Wealth Advisory Group
Virginia
$517K – – –
LA
1098
Latitude Advisors
Florida
$515K -$3.25K -6 -0.6%
DWM
1099
Dakota Wealth Management
Florida
$513K +$8.67K +16 +2%
GWM
1100
GSB Wealth Management
Connecticut
$513K +$542 +1 +0.1%
42 43
44
45 46