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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 %
SWA
1126
Stratos Wealth Advisors
Ohio
$471K +$117K +215 +33%
AWA
1127
Arkadios Wealth Advisors
Georgia
$471K +$98.1K +181 +26%
KFP
1128
Keener Financial Planning
Texas
$469K – – –
NLP
1129
Next Level Private
New York
$468K +$4.87K +9 +1%
AC
1130
Allstate Corporation
Illinois
$468K – – –
FPAS
1131
Focus Partners Advisor Solutions
Missouri
$467K +$107K +198 +30%
RPWA
1132
Regent Peak Wealth Advisors
Georgia
$467K +$14.1K +26 +3%
CIA
1133
Capital Investment Advisors
Georgia
$467K +$14.6K +27 +3%
CC
1134
Callan Capital
California
$466K +$212K +391 +83%
BIA
1135
BHK Investment Advisors
Alabama
$465K -$21.7K -40 -4%
FRM
1136
Fox Run Management
Connecticut
$465K -$826K -1,524 -64%
AWM
1137
Arista Wealth Management
Nevada
$465K +$465K +858 New
PPC
1138
Park Place Capital
Alabama
$463K +$213K +393 +85%
IA
1139
IFP Advisors
Florida
$463K +$53.1K +98 +13%
IIM
1140
InTrack Investment Management
Vermont
$462K -$745K -1,375 -62%
TPI
1141
Trust Point Inc
Wisconsin
$459K -$133K -246 -22%
DJSG
1142
D.J. St. Germain
Massachusetts
$458K -$28.7K -53 -6%
IAS
1143
Insigneo Advisory Services
Florida
$451K -$3.67K -7 -0.8%
AWE
1144
Avidian Wealth Enterprises
Texas
$450K +$112K +206 +33%
BCG
1145
BayBridge Capital Group
California
$449K +$12.5K +23 +3%
RIL
1146
Rothschild Investment LLC
Illinois
$445K +$85.6K +158 +24%
MWM
1147
Mosley Wealth Management
California
$442K +$34.7K +64 +9%
LA
1148
LVW Advisors
New York
$440K +$53.1K +98 +14%
Fisher Asset Management
1149
Fisher Asset Management
Washington
$438K +$16.3K +30 +4%
LWM
1150
LongView Wealth Management
Georgia
$437K – – –
44 45
46
47 48