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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
1101
Atlas Wealth
Ohio
$353K
BIA
1102
BHK Investment Advisors
Alabama
$350K +$350K +803 New
SPW
1103
Sonoma Private Wealth
California
$349K +$36.6K +84 +12%
MHC
1104
Meyer Handelman Company
New York
$348K
FCB
1105
First County Bank
Connecticut
$345K -$28.3K -65 -8%
RPWA
1106
Regent Peak Wealth Advisors
Georgia
$345K +$2.18K +5 +0.6%
FOA
1107
Five Oceans Advisors
California
$345K +$871 +2 +0.3%
MCM
1108
Manchester Capital Management
Vermont
$344K +$1.31K +3 +0.4%
WA
1109
Waddell & Associates
Tennessee
$344K
IP
1110
Ignite Planners
California
$343K +$61.7K +139 +22%
HB
1111
Horizon Bancorp
Indiana
$342K
SCM
1112
Schnieders Capital Management
California
$342K
FPCP
1113
Fort Point Capital Partners
California
$341K +$11.8K +27 +4%
Cohen & Steers
1114
Cohen & Steers
New York
$341K
VNA
1115
Valley National Advisers
Pennsylvania
$339K -$6.09K -14 -2%
DWM
1116
Drive Wealth Management
Utah
$338K +$95.4K +219 +39%
AI
1117
AXS Investments
New York
$337K -$61K -140 -15%
TCA
1118
Transcend Capital Advisors
New Jersey
$337K +$11.8K +27 +4%
TWM
1119
Thrive Wealth Management
Pennsylvania
$336K +$30.1K +69 +10%
LRIA
1120
Leonard Rickey Investment Advisors
Washington
$333K +$333K +765 New
FHA
1121
First Horizon Advisors
Tennessee
$333K +$38.3K +88 +13%
AT
1122
American Trust
Kentucky
$333K -$61.8K -142 -16%
RWP
1123
Ridgecrest Wealth Partners
California
$333K
CT
1124
Clearstead Trust
Maine
$332K -$12.6K -29 -4%
RFM
1125
Royal Fund Management
Florida
$331K -$30.5K -70 -8%