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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 %
ZIM
1101
Zacks Investment Management
Illinois
$468K -$20.2K -39 -4%
HA
1102
HFG Advisors
Ohio
$468K -$23.3K -45 -5%
HS
1103
Horan Securities
United States
$467K – – –
DJSG
1104
D.J. St. Germain
Massachusetts
$466K – – –
BIA
1105
BHK Investment Advisors
Alabama
$466K +$182K +350 +64%
HP
1106
Hilltop Partners
Indiana
$465K -$2.07K -4 -0.4%
BAM
1107
Blueshift Asset Management
New Jersey
$463K -$213K -410 -31%
C1AG
1108
Client 1st Advisory Group
Florida
$458K +$65.9K +127 +17%
DWM
1109
Drive Wealth Management
Utah
$457K +$18.1K +35 +4%
WPP
1110
Whalerock Point Partners
Rhode Island
$455K – – –
MCM
1111
Manchester Capital Management
Vermont
$454K +$22.8K +44 +5%
FHA
1112
First Horizon Advisors
Tennessee
$453K +$19.7K +38 +5%
SAG
1113
SageView Advisory Group
California
$452K -$283K -545 -38%
IAS
1114
Insigneo Advisory Services
Florida
$451K +$147K +284 +49%
KFP
1115
Keener Financial Planning
Texas
$450K – – –
CBNLCF
1116
Cognios Beta Neutral Large Cap Fund
Kansas
$449K -$72.6K -140 -14%
DA
1117
Dover Advisors
Virginia
$449K +$25.9K +50 +6%
AC
1118
Allstate Corporation
Illinois
$448K -$4.67K -9 -1%
SIC
1119
Samalin Investment Counsel
New York
$446K -$117K -225 -21%
PAMG
1120
Patton Albertson Miller Group
Tennessee
$446K -$13K -25 -3%
NLP
1121
Next Level Private
New York
$444K +$444K +856 New
LRIA
1122
Leonard Rickey Investment Advisors
Washington
$443K +$43K +83 +11%
II
1123
Inspire Investing
Idaho
$442K -$47.7K -92 -10%
VAM
1124
Verity Asset Management
North Carolina
$441K – – –
CCG
1125
Catalina Capital Group
California
$440K +$203K +392 +86%
43 44
45
46 47