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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 %
CAM
1126
Cozad Asset Management
Illinois
$438K +$47.2K +91 +12%
RPWA
1127
Regent Peak Wealth Advisors
Georgia
$433K +$7.26K +14 +2%
CIA
1128
Capital Investment Advisors
Georgia
$432K -$27.5K -53 -6%
AI
1129
AXS Investments
New York
$431K +$56K +108 +15%
KFS
1130
Keynote Financial Services
Connecticut
$430K +$430K +829 New
GM
1131
GeoWealth Management
Illinois
$429K +$382K +736 +800%
BCG
1132
BayBridge Capital Group
California
$428K +$428K +805 New
HT
1133
Headlands Technologies
Illinois
$427K +$390K +752 +1,044%
LCGC
1134
Legacy Capital Group California
California
$426K -$5.19K -10 -1%
CAMG
1135
CWA Asset Management Group
Florida
$426K +$98.5K +190 +30%
HG
1136
Harbor Group
New Hampshire
$425K – – –
SPIS
1137
Steward Partners Investment Solutions
Oregon
$423K +$423K +815 New
FAG
1138
Financial Advisory Group
Texas
$421K -$519 -1 -0.1%
SAM
1139
Sawgrass Asset Management
Florida
$421K -$2.59K -5 -0.6%
AW
1140
Atlas Wealth
Ohio
$420K – – –
HC
1141
Hamilton Capital
Ohio
$419K +$28.5K +55 +7%
CFP
1142
Catalyst Financial Partners
Massachusetts
$418K +$46.8K +92 +13%
LWM
1143
LongView Wealth Management
Georgia
$418K -$7.78K -15 -2%
TWM
1144
Thrive Wealth Management
Pennsylvania
$417K +$49.8K +96 +14%
APG
1145
Abacus Planning Group
South Carolina
$416K +$11.9K +23 +3%
VNA
1146
Valley National Advisers
Pennsylvania
$415K +$3.1K +6 +0.8%
Balyasny Asset Management
1147
Balyasny Asset Management
Illinois
$415K -$1.56M -3,001 -79%
MHC
1148
Meyer Handelman Company
New York
$415K – – –
SFG
1149
SevenBridge Financial Group
Pennsylvania
$414K -$22.7K -43 -5%
FBB
1150
Fulton Breakefield Broenniman
Maryland
$413K – – –
44 45
46
47 48