ELV icon

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 %
HTIM
1201
Harbour Trust & Investment Management
Indiana
$395K -$21.7K -40 -5%
MWM
1202
MGB Wealth Management
Texas
$394K +$5.35K +10 +1%
CG
1203
Cynosure Group
Utah
$389K +$52.6K +97 +16%
LWM
1204
Lakeridge Wealth Management
Ohio
$388K – – –
EWM
1205
Evercore Wealth Management
New York
$388K -$12.5K -23 -3%
CHC
1206
City Holding Co
West Virginia
$387K -$7.59K -14 -2%
BIA
1207
Bigelow Investment Advisors
Maine
$386K +$3.25K +6 +0.8%
WP
1208
WMS Partners
Maryland
$386K +$542 +1 +0.1%
CA
1209
Claro Advisors
Massachusetts
$385K +$68.3K +126 +22%
Kayne Anderson Rudnick Investment Management
1210
Kayne Anderson Rudnick Investment Management
California
$382K +$1.63K +3 +0.4%
FBT
1211
First Bank & Trust
South Dakota
$382K +$9.21K +17 +2%
CIA
1212
Choate Investment Advisors
Massachusetts
$381K +$1.08K +2 +0.3%
C
1213
Certuity
Florida
$381K +$381K +703 New
MHC
1214
Meyer Handelman Company
New York
$379K -$54.2K -100 -13%
SCM
1215
Sandler Capital Management
New York
$379K – – –
PCP
1216
Proficio Capital Partners
Massachusetts
$377K +$20.6K +38 +6%
SC
1217
Sierra Capital
Florida
$377K – – –
RW
1218
RVW Wealth
California
$377K -$542 -1 -0.1%
GWANC
1219
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K -$4.88K -9 -1%
SIC
1220
SJS Investment Consulting
Ohio
$374K – – –
AI
1221
AXS Investments
New York
$373K -$77.5K -143 -17%
CIP
1222
Convergence Investment Partners
Florida
$372K -$11.4K -21 -3%
AWAP
1223
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$372K -$22.8K -42 -6%
IF
1224
Insight Folios
North Carolina
$371K -$12.5K -23 -3%
RGC
1225
Roberts, Glore & Co
Illinois
$370K – – –
47 48
49
50 51