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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 %
IF
1201
Insight Folios
North Carolina
$367K +$44.1K +85 +14%
CIP
1202
Convergence Investment Partners
Florida
$367K -$1.56K -3 -0.4%
BIA
1203
Bigelow Investment Advisors
Maine
$367K +$143K +276 +64%
Kayne Anderson Rudnick Investment Management
1204
Kayne Anderson Rudnick Investment Management
California
$364K – – –
VVP
1205
Venture Visionary Partners
Ohio
$364K -$12.5K -24 -3%
CIA
1206
Choate Investment Advisors
Massachusetts
$363K -$4.15K -8 -1%
APP
1207
Avantax Planning Partners
Iowa
$363K +$4.15K +8 +1%
GWANC
1208
Guardian Wealth Advisors (North Carolina)
North Carolina
$363K +$31.1K +60 +9%
SCM
1209
Sandler Capital Management
New York
$363K – – –
OL
1210
Owen LaRue
Kentucky
$363K – – –
APWA
1211
Atlas Private Wealth Advisors
New Jersey
$363K -$361K -696 -50%
JCM
1212
Jacobi Capital Management
Pennsylvania
$362K +$6.74K +13 +2%
VHAM
1213
Van Hulzen Asset Management
California
$361K – – –
RW
1214
RVW Wealth
California
$361K +$361K +696 New
PI
1215
PEAK6 Investments
Illinois
$360K -$304K -587 -46%
AWM
1216
Adams Wealth Management
Utah
$360K – – –
SC
1217
Sierra Capital
Florida
$360K – – –
FFC
1218
First Financial Corp
Indiana
$360K +$298K +574 +478%
SIC
1219
SJS Investment Consulting
Ohio
$358K -$519 -1 -0.1%
FBT
1220
First Bank & Trust
South Dakota
$357K +$19.7K +38 +6%
GBT
1221
Grove Bank & Trust
Florida
$356K – – –
AWA
1222
Arkadios Wealth Advisors
Georgia
$356K +$5.18K +10 +1%
AFA
1223
AA Financial Advisors
Ohio
$355K +$355K +685 New
AWM
1224
Angeles Wealth Management
California
$355K +$355K +684 New
RGC
1225
Roberts, Glore & Co
Illinois
$354K +$74.7K +144 +27%
47 48
49
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