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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 %
SWC
1101
Spectrum Wealth Counsel
Indiana
$510K -$5.96K -11 -1%
SXL
1102
Summit X LLC
Missouri
$507K +$123K +229 +32%
AP
1103
Adero Partners
California
$505K +$168K +310 +50%
RDFA
1104
Ritter Daniher Financial Advisory
Ohio
$500K -$10.8K -20 -2%
CF
1105
Centaurus Financial
California
$498K +$200K +368 +67%
WWM
1106
Western Wealth Management
Colorado
$494K -$11.9K -22 -2%
DWM
1107
Drive Wealth Management
Utah
$494K +$16.2K +30 +3%
WAS
1108
Wealth Advisory Solutions
Indiana
$492K – – –
FFBTD
1109
First Financial Bank - Trust Division
Ohio
$492K -$3.79K -7 -0.8%
IP
1110
Ignite Planners
California
$491K +$81.1K +153 +20%
SAG
1111
SageView Advisory Group
California
$490K +$18.4K +34 +4%
HA
1112
HFG Advisors
Ohio
$490K +$1.08K +2 +0.2%
IBOK
1113
Independence Bank of Kentucky
Kentucky
$489K -$10.8K -20 -2%
MCM
1114
Manchester Capital Management
Vermont
$489K +$14.6K +27 +3%
HS
1115
Horan Securities
United States
$488K – – –
HP
1116
Hilltop Partners
Indiana
$486K – – –
CFP
1117
Catalyst Financial Partners
Massachusetts
$483K +$37.9K +70 +9%
APA
1118
Astoria Portfolio Advisors
New York
$482K +$55.8K +103 +13%
CWM
1119
Circle Wealth Management
New Jersey
$480K -$167K -309 -26%
FAFN
1120
First Affirmative Financial Network
Colorado
$477K -$25.5K -47 -5%
Connor, Clark & Lunn Investment Management (CC&L)
1121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$476K -$747K -1,378 -61%
WPP
1122
Whalerock Point Partners
Rhode Island
$475K – – –
EFP
1123
Elser Financial Planning
Indiana
$475K +$475K +876 New
SIC
1124
Samalin Investment Counsel
New York
$474K +$7.6K +14 +2%
CAM
1125
Cozad Asset Management
Illinois
$471K +$14.1K +26 +3%
43 44
45
46 47