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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
1226
Luther King Capital Management (LKCM)
Texas
$316K +$316K +671 New
CPA
1227
Court Place Advisors
Maryland
$315K – – –
SWA
1228
Stratos Wealth Advisors
Ohio
$314K +$2.83K +6 +0.9%
SPC
1229
Sigma Planning Corp
Michigan
$311K -$217K -461 -41%
MAM
1230
Marotta Asset Management
Virginia
$309K -$24.1K -51 -7%
MS
1231
Maven Securities
Jersey
$309K +$309K +656 New
OCBCO
1232
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K -$309K -655 -50%
CSWM
1233
Cassady Schiller Wealth Management
Ohio
$307K -$125K -265 -29%
BFG
1234
Berger Financial Group
Minnesota
$307K -$16K -34 -5%
GWCM
1235
Godshalk Welsh Capital Management
Pennsylvania
$307K – – –
FBT
1236
First Bank & Trust
South Dakota
$307K +$37.3K +79 +14%
SFG
1237
Summit Financial Group
West Virginia
$306K -$18.4K -39 -6%
MCM
1238
Monument Capital Management
Virginia
$303K +$57.5K +122 +23%
DIP
1239
DT Investment Partners
Pennsylvania
$302K +$90.1K +183 +42%
TFF
1240
The Family Firm
Maryland
$302K +$8.02K +17 +3%
GWANC
1241
Guardian Wealth Advisors (North Carolina)
North Carolina
$302K +$14.6K +31 +5%
NECFA
1242
New England Capital Financial Advisors
Connecticut
$301K – – –
FPWM
1243
FSB Premier Wealth Management
Iowa
$300K +$300K +637 New
TRIA
1244
Trail Ridge Investment Advisors
Colorado
$300K -$16.5K -35 -5%
RIL
1245
Rothschild Investment LLC
Illinois
$300K +$33K +70 +12%
CCA
1246
Childress Capital Advisors
Texas
$299K +$12.7K +27 +4%
BFS
1247
Bradley Foster & Sargent
Connecticut
$298K +$472 +1 +0.2%
CAMG
1248
CWA Asset Management Group
Florida
$298K +$298K +631 New
PCP
1249
Proficio Capital Partners
Massachusetts
$297K +$19.3K +41 +7%
AC
1250
Addison Capital
Pennsylvania
$296K +$8.48K +18 +3%
48 49
50
51 52