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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 %
AT
1176
American Trust
Kentucky
$356K -$4.72K -10 -1%
LAM
1177
Lountzis Asset Management
Pennsylvania
$356K – – –
HC
1178
Hamilton Capital
Ohio
$356K +$472 +1 +0.1%
CAM
1179
Cozad Asset Management
Illinois
$355K +$12.3K +26 +4%
EWM
1180
Evercore Wealth Management
New York
$355K +$5.66K +12 +2%
WAS
1181
Wealth Advisory Solutions
Indiana
$354K -$74.5K -158 -17%
CHAM
1182
Clear Harbor Asset Management
Connecticut
$353K +$353K +749 New
AW
1183
Atlas Wealth
Ohio
$353K – – –
MWC
1184
MBM Wealth Consultants
Missouri
$352K – – –
AWAP
1185
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K +$9.9K +21 +3%
RCG
1186
Regatta Capital Group
California
$347K -$1.42K -3 -0.4%
ECAM
1187
East Coast Asset Management
Massachusetts
$344K – – –
CFP
1188
Catalyst Financial Partners
Massachusetts
$344K +$32.1K +68 +10%
WANY
1189
Wealthspire Advisors (New York)
New York
$344K +$22.6K +48 +7%
CHC
1190
City Holding Co
West Virginia
$344K -$295K -625 -46%
FNT
1191
First National Trust
Pennsylvania
$343K – – –
VVP
1192
Venture Visionary Partners
Ohio
$342K +$9.9K +21 +3%
AI
1193
AXS Investments
New York
$341K -$24.1K -51 -7%
EAM
1194
Eschler Asset Management
United Kingdom
$341K +$54.7K +116 +19%
CA
1195
Carson Advisory
Georgia
$341K – – –
GIS
1196
Grayhawk Investment Strategies
Alberta, Canada
$340K +$340K +720 New
TIA
1197
Tandem Investment Advisors
South Carolina
$339K +$7.55K +16 +2%
GWS
1198
Glassman Wealth Services
Virginia
$338K -$2.83K -6 -0.8%
LWM
1199
Lakeridge Wealth Management
Ohio
$337K +$337K +715 New
CIP
1200
Convergence Investment Partners
Florida
$335K -$2.83K -6 -0.8%
46 47
48
49 50