ELV icon

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 %
GIM
1251
Goelzer Investment Management
Indiana
$296K +$296K +627 New
IBOK
1252
Independence Bank of Kentucky
Kentucky
$295K +$130K +275 +78%
WCM
1253
Washington Capital Management
Washington
$295K – – –
PCA
1254
Prosperity Capital Advisors
Ohio
$295K +$295K +625 New
DWM
1255
Dakota Wealth Management
Florida
$294K -$13.7K -29 -4%
FF
1256
Fluent Financial
Texas
$294K -$35.4K -75 -11%
WC
1257
Woodstock Corp
Massachusetts
$294K -$8.02K -17 -3%
IF
1258
Insight Folios
North Carolina
$294K +$23.6K +50 +9%
DS
1259
DRW Securities
Illinois
$293K +$22.6K +48 +8%
OL
1260
OneFund LLC
Florida
$293K +$293K +621 New
RWM
1261
Reston Wealth Management
Virginia
$292K +$472 +1 +0.2%
EFM
1262
E Fund Management
China
$292K +$25.9K +55 +10%
ITIM
1263
Indiana Trust & Investment Management
Indiana
$292K – – –
PWMG
1264
Prestige Wealth Management Group
New Jersey
$291K +$25K +53 +9%
AA
1265
Addison Advisors
Vermont
$290K +$10.4K +22 +4%
KWA
1266
Kellett Wealth Advisors
Ohio
$289K – – –
ICG
1267
InterOcean Capital Group
Tennessee
$289K – – –
BWP
1268
BSW Wealth Partners
Colorado
$289K +$42.9K +91 +17%
HPC
1269
HM Payson & Co
Maine
$287K -$98.1K -208 -25%
AWM
1270
Avior Wealth Management
Nebraska
$285K -$1.89K -4 -0.7%
SB
1271
Strategic Blueprint
Georgia
$283K -$2.36K -5 -0.8%
AA
1272
Alta Advisers
United Kingdom
$283K – – –
EFSCE
1273
Enterprise Financial Services Corp (EFSC)
Missouri
$283K -$472 -1 -0.2%
SWG
1274
Summit Wealth Group
Vermont
$281K +$37.2K +79 +15%
LC
1275
Lindbrook Capital
California
$281K +$118K +250 +72%
49 50
51
52 53