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Elevance Health

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
IF
1226
Insight Folios
North Carolina
$251K +$251K +566 New
AFT
1227
Alpha Family Trust
California
$251K +$55.5K +125 +28%
OPCM
1228
Osborne Partners Capital Management
California
$249K
WSFS
1229
Wilmington Savings Fund Society
Delaware
$249K +$249K +560 New
W
1230
Wealthquest
Ohio
$249K
MSCM
1231
McElhenny Sheffield Capital Management
Texas
$249K
VCG
1232
Vantage Consulting Group
Virginia
$248K -$17.8K -40 -7%
SA
1233
Syntax Advisors
New York
$248K -$17.8K -40 -7%
GC
1234
Gilbert & Cook
Iowa
$248K +$248K +559 New
DWM
1235
Drive Wealth Management
Utah
$248K -$47.5K -107 -16%
WAM
1236
Watershed Asset Management
California
$248K -$4.89K -11 -2%
LWM
1237
LJI Wealth Management
Indiana
$247K
DI
1238
DFPG Investments
Utah
$245K +$7.41K +16 +3%
EGA
1239
E&G Advisors
Texas
$244K
AAS
1240
Ameritas Advisory Services
Nebraska
$244K -$484K -1,128 -66%
PCP
1241
Proficio Capital Partners
Massachusetts
$242K +$17.3K +39 +8%
SAG
1242
SageView Advisory Group
California
$242K -$48.7K -109 -17%
AA
1243
Addison Advisors
Vermont
$241K -$9.77K -22 -4%
ECG
1244
Edge Capital Group
Georgia
$241K +$207K +467 +614%
FFA
1245
Founders Financial Alliance
North Carolina
$241K +$241K +543 New
B
1246
Bridgeworth
Alabama
$241K +$889 +2 +0.4%
AAS
1247
Annex Advisory Services
Wisconsin
$240K
RGC
1248
Roberts, Glore & Co
Illinois
$240K +$1.78K +4 +0.7%
SWIG
1249
Strategic Wealth Investment Group
Kentucky
$240K +$240K +541 New
AWM
1250
Avior Wealth Management
Nebraska
$240K