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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 %
BMO
1176
Beck Mack & Oliver
New York
$408K – – –
HBS
1177
Howard Bailey Securities
Indiana
$407K +$407K +783 New
KFA
1178
Kelleher Financial Advisors
New York
$406K – – –
MWM
1179
Mosley Wealth Management
California
$405K +$60.8K +144 +18%
LJAC
1180
L.J. Altfest & Co
New York
$404K -$1.56K -3 -0.4%
DA
1181
Dover Advisors
Virginia
$403K -$11.4K -22 -3%
CIS
1182
Capital International Sarl
California
$403K +$134K +258 +50%
IP
1183
Ignite Planners
California
$402K -$78.5K -151 -16%
PFA
1184
Pettinga Financial Advisors
Indiana
$402K +$520 +1 +0.1%
VHAM
1185
Van Hulzen Asset Management
California
$401K +$21.8K +42 +6%
MWC
1186
MBM Wealth Consultants
Missouri
$401K +$4.16K +8 +1%
MSRI
1187
Michael S. Ryan Inc
New York
$400K – – –
TCA
1188
Transcend Capital Advisors
New Jersey
$400K +$13.5K +26 +4%
RIL
1189
Rothschild Investment LLC
Illinois
$399K -$27.6K -53 -6%
CG
1190
Cynosure Group
Utah
$399K +$25.5K +49 +7%
NFG
1191
Nations Financial Group
Iowa
$398K +$1.56K +3 +0.4%
AC
1192
ASB Consultores
Florida
$398K +$108K +208 +37%
BBP
1193
Banco BTG Pactual
Brazil
$397K -$985K -1,894 -71%
FFA
1194
Florida Financial Advisors
Florida
$396K +$89.9K +173 +29%
FPCP
1195
Fort Point Capital Partners
California
$395K -$6.76K -13 -2%
AWA
1196
Arete Wealth Advisors
Illinois
$393K -$289K -557 -42%
HSA
1197
HBK Sorce Advisory
Pennsylvania
$393K +$10.9K +21 +3%
CT
1198
Clearstead Trust
Maine
$392K – – –
FFO
1199
Fortitude Family Office
Arizona
$392K +$3.12K +6 +0.8%
MCM
1200
Manchester Capital Management
Vermont
$392K -$77.5K -149 -17%
46 47
48
49 50