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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 %
SCM
1226
Stevens Capital Management
Pennsylvania
$370K +$370K +682 New
AF
1227
Aldebaran Financial
$370K – – –
GIM
1228
Goelzer Investment Management
Indiana
$370K – – –
LC
1229
Lindbrook Capital
California
$369K +$32K +59 +9%
AL
1230
Aspiriant LLC
California
$368K -$200K -370 -35%
FFC
1231
First Financial Corp
Indiana
$368K -$8.13K -15 -2%
ET
1232
Equitable Trust
Tennessee
$367K +$149K +275 +68%
EFM
1233
E Fund Management
China
$367K -$19K -35 -5%
BOPW
1234
Brandywine Oak Private Wealth
Pennsylvania
$367K -$542 -1 -0.1%
KWM
1235
Kolinsky Wealth Management
New Jersey
$367K -$18.4K -34 -5%
AA
1236
Addison Advisors
Vermont
$366K +$27.1K +50 +8%
CH
1237
Cromwell Holdings
Wyoming
$365K +$365K +673 New
LWM
1238
Laidlaw Wealth Management
New York
$364K – – –
GBT
1239
Grove Bank & Trust
Florida
$364K -$8.67K -16 -2%
FEG
1240
Financial Enhancement Group
Indiana
$363K -$6.92K -13 -2%
PCS
1241
Personal CFO Solutions
New Jersey
$363K +$14.1K +26 +4%
BPCA
1242
Bank Pictet & Cie (Asia)
Singapore
$363K – – –
CPA
1243
Court Place Advisors
Maryland
$361K – – –
VVP
1244
Venture Visionary Partners
Ohio
$361K -$19.6K -36 -5%
JCM
1245
Jacobi Capital Management
Pennsylvania
$361K -$17.4K -32 -5%
CWS
1246
Cypress Wealth Services
California
$356K +$34.7K +64 +11%
AFA
1247
AA Financial Advisors
Ohio
$355K -$16.3K -30 -4%
ITIM
1248
Indiana Trust & Investment Management
Indiana
$354K +$542 +1 +0.2%
GWCM
1249
Godshalk Welsh Capital Management
Pennsylvania
$352K – – –
BMCM
1250
Burns Matteson Capital Management
New York
$350K +$350K +645 New
48 49
50
51 52