Elevance Health
ELV
1,694 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 681 increasing their positions, 599 reducing their positions, and 130 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 681 | Existing positions reduced: 599
4% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 130
0.27% less ownership
Funds ownership: 89.51% → 89.24% (-0.27%)
1% less funds holding
Funds holding: 1,706 → 1,694 (-12)
4% less call options, than puts
Call options by funds: $620M | Put options by funds: $645M
5% less capital invested
Capital invested by funds: $113B → $107B (-$5.74B)
6% less funds holding in top 10
Funds holding in top 10: 54 → 51 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Pathway Financial Advisers
Auburn,
Indiana
|
+$351M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$295M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$288M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$284M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$797M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$251M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$205M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$201M |
| 5 |
Barclays
London,
United Kingdom
|
-$197M |
ELV Hedge Fund Activity: Q3 2024 in Review
1,694 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2024, worth a combined $107B — down 5.1% from $113B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new ELV positions and 130 closed out — a net gain of 5 holders — while 681 added to existing stakes and 599 trimmed.
The largest buyer was Pathway Financial Advisers, adding an estimated $351M. The largest seller was T. Rowe Price Associates, cutting an estimated $797M.
- 1,694 institutional investors held Elevance Health (ELV) as of Q3 2024, down from 1,706 in Q2 2024.
- Funds reported $107B of Elevance Health stock for Q3 2024, down 5.1% quarter-over-quarter.
- 135 funds opened new Elevance Health positions in Q3 2024 and 130 closed out, a net change of +5 holders.
- The largest Elevance Health buyer in Q3 2024 was Pathway Financial Advisers, an estimated $351M added.
- The largest Elevance Health seller in Q3 2024 was T. Rowe Price Associates, an estimated $797M sold.
Based on aggregated 13F filings for Q3 2024.