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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
1101
GSA Capital Partners
United Kingdom
$518K +$518K +996 New
AWA
1102
Arkadios Wealth Advisors
Georgia
$516K +$65K +125 +14%
CFG
1103
Carr Financial Group
Massachusetts
$514K +$520 +1 +0.1%
TI
1104
Truepoint Inc
Ohio
$513K +$96.7K +186 +23%
IWA
1105
IBEX Wealth Advisors
New Jersey
$511K +$507K +20,047 +11,521%
ZIM
1106
Zacks Investment Management
Illinois
$511K +$511K +983 New
FMLI
1107
Fukoku Mutual Life Insurance
Japan
$511K -$8.32K -16 -2%
PHAM
1108
Palisades Hudson Asset Management
Florida
$509K -$135K -260 -21%
CAM
1109
Campion Asset Management
Virginia
$505K -$41.1K -79 -8%
SFM
1110
Signet Financial Management
New Jersey
$505K -$17.7K -34 -3%
LA
1111
Latitude Advisors
Florida
$503K +$8.32K +16 +2%
SFM
1112
Systematic Financial Management
New Jersey
$502K -$219K -421 -30%
CWAG
1113
Compton Wealth Advisory Group
Virginia
$496K – – –
GWM
1114
GSB Wealth Management
Connecticut
$493K +$520 +1 +0.1%
SWC
1115
Spectrum Wealth Counsel
Indiana
$490K – – –
BTWM
1116
Brass Tax Wealth Management
Ohio
$488K +$257K +494 +111%
FFO
1117
Fiduciary Family Office
Florida
$486K +$486K +934 New
LAM
1118
Lountzis Asset Management
Pennsylvania
$485K +$92K +177 +23%
CI
1119
CacheTech Inc
Utah
$482K -$15.6K -30 -3%
AWM
1120
Adams Wealth Management
Utah
$482K -$15.6K -30 -3%
DWM
1121
Drive Wealth Management
Utah
$481K +$6.76K +13 +1%
RDFA
1122
Ritter Daniher Financial Advisory
Ohio
$479K – – –
CFP
1123
Catalyst Financial Partners
Massachusetts
$477K +$13.5K +26 +3%
PWM
1124
PBMares Wealth Management
Virginia
$474K -$91K -175 -16%
WAS
1125
Wealth Advisory Solutions
Indiana
$472K – – –
43 44
45
46 47