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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 %
A
1176
AlphaQuest
New York
$417K -$1.51M -2,795 -78%
PFG
1177
Prosperity Financial Group
California
$417K +$17.3K +32 +4%
SCM
1178
Schnieders Capital Management
California
$415K – – –
NFG
1179
Nations Financial Group
Iowa
$413K – – –
CM
1180
Capital Management
Virginia
$412K – – –
SFG
1181
SevenBridge Financial Group
Pennsylvania
$412K – – –
HBT
1182
Heartland Bank & Trust
Illinois
$411K +$411K +759 New
AT
1183
American Trust
Kentucky
$411K -$9.21K -17 -2%
LAM
1184
Lountzis Asset Management
Pennsylvania
$409K – – –
HB
1185
Horizon Bancorp
Indiana
$409K – – –
CT
1186
Clearstead Trust
Maine
$409K – – –
PP
1187
Patron Partners
Texas
$408K +$3.25K +6 +0.8%
FFO
1188
Fortitude Family Office
Arizona
$405K +$387K +715 +2,167%
PTP
1189
Platform Technology Partners
New York
$405K +$405K +748 New
SQA
1190
Simon Quick Advisors
New Jersey
$405K +$405K +747 New
MWC
1191
MBM Wealth Consultants
Missouri
$404K – – –
KFI
1192
Key Financial Inc
Pennsylvania
$404K +$333K +615 +473%
MA
1193
Montag & Associates
Georgia
$403K – – –
SWM
1194
Spire Wealth Management
Virginia
$403K -$98.6K -182 -20%
TCA
1195
Transcend Capital Advisors
New Jersey
$402K -$23.3K -43 -5%
AT
1196
Arlington Trust
Alabama
$402K -$17.3K -32 -4%
FNT
1197
First National Trust
Pennsylvania
$399K -$9.75K -18 -2%
HSA
1198
HBK Sorce Advisory
Pennsylvania
$398K +$9.75K +18 +3%
VHAM
1199
Van Hulzen Asset Management
California
$396K +$18.4K +34 +5%
ECAM
1200
East Coast Asset Management
Massachusetts
$396K – – –
46 47
48
49 50