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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
1151
CreativeOne Wealth
Kansas
$371K +$135K +285 +57%
CRI
1152
Colonial River Investments
Virginia
$371K +$127K +270 +52%
IP
1153
Ignite Planners
California
$370K – – –
FPCP
1154
Fort Point Capital Partners
California
$369K -$472 -1 -0.1%
APG
1155
Abacus Planning Group
South Carolina
$368K -$60.8K -129 -14%
MWM
1156
Modern Wealth Management
Kansas
$367K +$367K +779 New
AT
1157
Arlington Trust
Alabama
$367K +$367K +779 New
MWM
1158
Mosley Wealth Management
California
$367K +$367K +778 New
AC
1159
Avestar Capital
New York
$366K +$110K +233 +43%
CCM
1160
Canal Capital Management
Virginia
$366K +$28.7K +61 +9%
LRIA
1161
Leonard Rickey Investment Advisors
Washington
$364K +$3.3K +7 +0.9%
PFA
1162
Pettinga Financial Advisors
Indiana
$364K -$92K -195 -20%
HSA
1163
HBK Sorce Advisory
Pennsylvania
$364K +$6.6K +14 +2%
BHCM
1164
Brevan Howard Capital Management
Jersey
$363K +$363K +770 New
CT
1165
Chicago Trust
Illinois
$363K +$74K +157 +26%
SFG
1166
StrategIQ Financial Group
Indiana
$363K +$107K +227 +42%
HTIM
1167
Harbour Trust & Investment Management
Indiana
$363K +$363K +769 New
SCM
1168
Schnieders Capital Management
California
$361K -$9.43K -20 -3%
RWP
1169
Ridgecrest Wealth Partners
California
$361K – – –
MA
1170
Montag & Associates
Georgia
$361K +$70.7K +150 +24%
IA
1171
IFP Advisors
Florida
$359K -$906K -1,922 -72%
CM
1172
Capital Management
Virginia
$358K – – –
CT
1173
Clearstead Trust
Maine
$357K -$2.36K -5 -0.7%
GA
1174
Geller Advisors
New York
$356K +$10.8K +23 +3%
C1AG
1175
Client 1st Advisory Group
Florida
$356K +$64.1K +136 +22%
45 46
47
48 49