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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 %
APF
1226
Alaska Permanent Fund
Alaska
$354K +$320K +618 +951%
GIM
1227
Goelzer Investment Management
Indiana
$354K +$28.5K +55 +9%
AF
1228
Aldebaran Financial
$353K +$518 +1 +0.1%
BOPW
1229
Brandywine Oak Private Wealth
Pennsylvania
$352K – – –
LWM
1230
Laidlaw Wealth Management
New York
$348K -$198K -381 -36%
OFS
1231
OneAscent Financial Services
Alabama
$348K -$134K -259 -28%
BPCA
1232
Bank Pictet & Cie (Asia)
Singapore
$347K -$1.24M -2,383 -78%
CPA
1233
Court Place Advisors
Maryland
$346K – – –
FEG
1234
Financial Enhancement Group
Indiana
$346K +$995 +2 +0.3%
FPAS
1235
Focus Partners Advisor Solutions
Missouri
$345K +$345K +664 New
FFP
1236
FourThought Financial Partners
Florida
$344K +$51.3K +99 +18%
RIL
1237
Rothschild Investment LLC
Illinois
$344K +$14K +27 +4%
PCP
1238
Proficio Capital Partners
Massachusetts
$341K +$15K +29 +5%
CSWM
1239
Cassady Schiller Wealth Management
Ohio
$341K +$3.11K +6 +0.9%
SWA
1240
Stratos Wealth Advisors
Ohio
$339K -$6.23K -12 -2%
ITIM
1241
Indiana Trust & Investment Management
Indiana
$338K +$17.1K +33 +5%
FF
1242
Fluent Financial
Texas
$338K +$14.5K +28 +4%
MAM
1243
Marotta Asset Management
Virginia
$337K -$3.11K -6 -0.9%
GWCM
1244
Godshalk Welsh Capital Management
Pennsylvania
$337K – – –
DAS
1245
Diversify Advisory Services
Utah
$337K +$337K +653 New
SFG
1246
Summit Financial Group
West Virginia
$337K – – –
AC
1247
ASB Consultores
Florida
$337K +$337K +649 New
GWM
1248
Gitterman Wealth Management
New Jersey
$336K +$336K +648 New
PCS
1249
Personal CFO Solutions
New Jersey
$334K +$86.7K +167 +35%
TFF
1250
The Family Firm
Maryland
$333K +$519 +1 +0.2%
48 49
50
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