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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 %
TWM
1151
Thrive Wealth Management
Pennsylvania
$436K +$542 +1 +0.1%
GA
1152
Geller Advisors
New York
$435K +$17.9K +33 +4%
FHA
1153
First Horizon Advisors
Tennessee
$435K -$38.5K -71 -8%
TI
1154
Truepoint Inc
Ohio
$434K +$434K +801 New
AWM
1155
Angeles Wealth Management
California
$433K +$62.3K +115 +17%
DA
1156
Dover Advisors
Virginia
$432K -$36.8K -68 -8%
FBB
1157
Fulton Breakefield Broenniman
Maryland
$431K – – –
IWA
1158
Icon Wealth Advisors
Texas
$431K +$431K +810 New
APG
1159
Abacus Planning Group
South Carolina
$430K -$4.88K -9 -1%
CT
1160
Chicago Trust
Illinois
$430K +$8.67K +16 +2%
HG
1161
Harbor Group
New Hampshire
$429K -$15.2K -28 -3%
KFS
1162
Keynote Financial Services
Connecticut
$428K -$21.1K -39 -5%
WA
1163
Waddell & Associates
Tennessee
$428K – – –
VNA
1164
Valley National Advisers
Pennsylvania
$427K -$7.57K -14 -2%
FCB
1165
First County Bank
Connecticut
$426K – – –
BMO
1166
Beck Mack & Oliver
New York
$425K – – –
MAM
1167
Milestone Asset Management
Pennsylvania
$424K +$34.7K +64 +9%
RCG
1168
Regatta Capital Group
California
$423K +$3.25K +6 +0.8%
KFA
1169
Kelleher Financial Advisors
New York
$423K +$423K +780 New
LJAC
1170
L.J. Altfest & Co
New York
$422K +$5.95K +11 +1%
PFA
1171
Pettinga Financial Advisors
Indiana
$418K – – –
PI
1172
PFG Investments
New York
$418K +$1.08K +2 +0.3%
FPCP
1173
Fort Point Capital Partners
California
$418K -$5.96K -11 -1%
MSRI
1174
Michael S. Ryan Inc
New York
$417K -$10.8K -20 -3%
AWA
1175
Aaron Wealth Advisors
Illinois
$417K +$113K +208 +37%
45 46
47
48 49