ELV icon

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 %
PPC
1151
Park Place Capital
Alabama
$440K -$4.68K -9 -1%
DJSG
1152
D.J. St. Germain
Massachusetts
$440K – – –
APG
1153
Abacus Planning Group
South Carolina
$438K +$25K +48 +6%
WANY
1154
Wealthspire Advisors (New York)
New York
$437K +$188K +362 +76%
CIA
1155
Capital Investment Advisors
Georgia
$437K -$10.9K -21 -2%
Fisher Asset Management
1156
Fisher Asset Management
Washington
$436K +$16.1K +31 +4%
CC
1157
Callan Capital
California
$435K -$12K -23 -3%
FNT
1158
First National Trust
Pennsylvania
$435K +$52K +100 +14%
HP
1159
Hilltop Partners
Indiana
$430K -$36.4K -70 -8%
AWA
1160
Aaron Wealth Advisors
Illinois
$430K +$29.1K +56 +7%
WFI
1161
West Family Investments
California
$428K -$5.18M -9,964 -92%
GA
1162
Geller Advisors
New York
$426K +$8.32K +16 +2%
NRD
1163
Nebula Research & Development
New York
$425K -$296K -570 -41%
FAFN
1164
First Affirmative Financial Network
Colorado
$422K -$35.3K -68 -8%
IWA
1165
Icon Wealth Advisors
Texas
$422K +$520 +1 +0.1%
AW
1166
Atlas Wealth
Ohio
$421K -$421K -810 -50%
AWM
1167
Angeles Wealth Management
California
$421K +$5.2K +10 +1%
MAM
1168
Milestone Asset Management
Pennsylvania
$417K +$9.89K +19 +2%
TWM
1169
Thrive Wealth Management
Pennsylvania
$416K -$2.08K -4 -0.5%
FBB
1170
Fulton Breakefield Broenniman
Maryland
$414K – – –
AOWM
1171
Alpha Omega Wealth Management
Virginia
$412K -$133K -256 -24%
HG
1172
Harbor Group
New Hampshire
$412K – – –
KFS
1173
Keynote Financial Services
Connecticut
$411K – – –
WA
1174
Waddell & Associates
Tennessee
$410K – – –
AWE
1175
Avidian Wealth Enterprises
Texas
$408K -$23.9K -46 -6%
45 46
47
48 49