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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 %
HA
1126
HFG Advisors
Ohio
$471K +$1.04K +2 +0.2%
PTC
1127
Petrus Trust Company
Texas
$471K +$471K +906 New
HS
1128
Horan Securities
United States
$469K – – –
CAMG
1129
CWA Asset Management Group
Florida
$469K +$469K +901 New
LSV Asset Management
1130
LSV Asset Management
Illinois
$468K -$21.3M -41,000 -98%
AP
1131
Adero Partners
California
$464K -$20.8K -40 -4%
EFP
1132
Elser Financial Planning
Indiana
$461K +$5.2K +10 +1%
CWM
1133
Circle Wealth Management
New Jersey
$460K – – –
BCG
1134
BayBridge Capital Group
California
$458K +$27.6K +53 +6%
IAS
1135
Insigneo Advisory Services
Florida
$458K +$9.36K +18 +2%
WPP
1136
Whalerock Point Partners
Rhode Island
$456K – – –
SIC
1137
Samalin Investment Counsel
New York
$455K +$1.04K +2 +0.2%
VI
1138
Versor Investments
New York
$455K +$455K +875 New
PFG
1139
Prosperity Financial Group
California
$454K +$54.1K +104 +14%
SWA
1140
Stratos Wealth Advisors
Ohio
$453K +$1.56K +3 +0.3%
NLP
1141
Next Level Private
New York
$451K +$1.04K +2 +0.2%
RPWA
1142
Regent Peak Wealth Advisors
Georgia
$449K +$1.04K +2 +0.2%
BIA
1143
BHK Investment Advisors
Alabama
$449K +$2.6K +5 +0.6%
CAM
1144
Cozad Asset Management
Illinois
$447K -$5.2K -10 -1%
TPI
1145
Trust Point Inc
Wisconsin
$446K +$4.68K +9 +1%
JCM
1146
Jacobi Capital Management
Pennsylvania
$445K +$98.3K +189 +28%
FHA
1147
First Horizon Advisors
Tennessee
$444K +$27K +52 +6%
CPC
1148
Consolidated Planning Corp
Georgia
$444K +$444K +853 New
C1AG
1149
Client 1st Advisory Group
Florida
$442K -$58.2K -112 -12%
SCM
1150
Schnieders Capital Management
California
$441K +$43.2K +83 +11%
44 45
46
47 48