ELV icon

Elevance Health
ELV

Overview Fund Activity

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

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
+$503M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$246M
3
Man Group
Man Group
United Kingdom
+$228M
4
Barclays
Barclays
United Kingdom
+$194M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$183M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.16B
2
Bank of America
Bank of America
North Carolina
-$595M
3
GQG Partners
GQG Partners
Florida
-$572M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$522M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
1251
Koshinski Asset Management
Illinois
$239K +$25.8K +58 +12%
SFG
1252
StrategIQ Financial Group
Indiana
$236K – – –
RG
1253
Renaissance Group
Kentucky
$235K +$22.7K +51 +11%
AWE
1254
Avidian Wealth Enterprises
Texas
$235K +$36.5K +82 +18%
FTWA
1255
Fifth Third Wealth Advisors
Ohio
$234K +$234K +526 New
SPFA
1256
Summit Place Financial Advisors
New Jersey
$233K – – –
WJWM
1257
Williams Jones Wealth Management
New York
$233K +$11.1K +25 +5%
FWA
1258
FSM Wealth Advisors
Ohio
$232K -$45.2K -104 -16%
AC
1259
Addison Capital
Pennsylvania
$232K +$27.6K +62 +13%
SAF
1260
Smith Anglin Financial
Texas
$232K +$232K +522 New
KOC
1261
Koss-Olinger Consulting
Florida
$231K – – –
GBT
1262
Grove Bank & Trust
Florida
$230K +$6.22K +14 +3%
NL
1263
NWAM LLC
Washington
$230K +$10.7K +24 +5%
TFS
1264
Thoroughbred Financial Services
Tennessee
$228K -$13.3K -30 -6%
ONST
1265
Old North State Trust
North Carolina
$228K – – –
NSIM
1266
North Star Investment Management
Illinois
$227K – – –
KA
1267
Kozak & Associates
Colorado
$225K +$444 +1 +0.2%
IAIM
1268
International Assets Investment Management
Florida
$224K +$15.6K +35 +7%
BIM
1269
Baldwin Investment Management
Pennsylvania
$223K – – –
BC
1270
Brookfield Corp
Ontario, Canada
$223K -$1.63M -3,674 -88%
HCA
1271
Harbour Capital Advisors
Virginia
$222K – – –
OWA
1272
Octavia Wealth Advisors
Ohio
$222K -$32.4K -73 -13%
GCIA
1273
Gabelli & Co Investment Advisers
New York
$222K +$222K +500 New
CAS
1274
CTC Alternative Strategies
Illinois
$222K +$222K +500 New
WI
1275
Wintrust Investments
Illinois
$222K -$3.55K -8 -2%
49 50
51
52 53