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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1176
IFP Advisors
Florida
$392K -$2.59K -5 -0.7%
LAM
1177
Lountzis Asset Management
Pennsylvania
$391K – – –
FNT
1178
First National Trust
Pennsylvania
$391K +$14.5K +28 +4%
HB
1179
Horizon Bancorp
Indiana
$391K -$16.6K -32 -4%
CT
1180
Clearstead Trust
Maine
$391K -$2.07K -4 -0.5%
MWM
1181
Mosley Wealth Management
California
$389K -$14K -27 -3%
PP
1182
Patron Partners
Texas
$387K +$29K +56 +8%
MA
1183
Montag & Associates
Georgia
$386K -$10.4K -20 -3%
EWM
1184
Evercore Wealth Management
New York
$383K -$7.26K -14 -2%
PFG
1185
Prosperity Financial Group
California
$382K +$16.6K +32 +5%
ECAM
1186
East Coast Asset Management
Massachusetts
$379K – – –
AWAP
1187
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$378K -$8.3K -16 -2%
CHC
1188
City Holding Co
West Virginia
$378K – – –
EI
1189
Ellevest Inc
New York
$377K -$231K -446 -38%
MWM
1190
MGB Wealth Management
Texas
$377K +$377K +726 New
CA
1191
Carson Advisory
Georgia
$375K – – –
VCM
1192
Virtue Capital Management
Tennessee
$373K +$39.4K +79 +12%
MAM
1193
Milestone Asset Management
Pennsylvania
$372K +$112K +215 +43%
LWM
1194
Lakeridge Wealth Management
Ohio
$372K +$1.04K +2 +0.3%
SXL
1195
Summit X LLC
Missouri
$371K +$22.3K +43 +6%
HSA
1196
HBK Sorce Advisory
Pennsylvania
$371K -$28.5K -55 -7%
LA
1197
LVW Advisors
New York
$370K +$93.9K +181 +34%
EFM
1198
E Fund Management
China
$370K +$48.2K +93 +15%
WP
1199
WMS Partners
Maryland
$369K +$16.1K +31 +5%
KWM
1200
Kolinsky Wealth Management
New Jersey
$369K +$8.82K +17 +2%
46 47
48
49 50