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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 %
RWP
1251
Ridgecrest Wealth Partners
California
$332K -$64.8K -125 -16%
NECFA
1252
New England Capital Financial Advisors
Connecticut
$331K – – –
TRIA
1253
Trail Ridge Investment Advisors
Colorado
$330K – – –
SA
1254
SpiderRock Advisors
Delaware
$330K +$330K +645 New
CC
1255
Cipher Capital
New York
$329K -$1.86M -3,581 -85%
BFS
1256
Bradley Foster & Sargent
Connecticut
$328K – – –
BFG
1257
Berger Financial Group
Minnesota
$326K -$11.4K -22 -3%
AC
1258
Addison Capital
Pennsylvania
$325K – – –
WCM
1259
Washington Capital Management
Washington
$324K – – –
AA
1260
Addison Advisors
Vermont
$324K +$4.67K +9 +1%
HPC
1261
HM Payson & Co
Maine
$324K +$8.82K +17 +3%
AWE
1262
Avidian Wealth Enterprises
Texas
$323K +$38.9K +75 +14%
AP
1263
Adero Partners
California
$323K +$14.5K +28 +5%
PTC
1264
Petrus Trust Company
Texas
$323K -$470K -907 -59%
LC
1265
Lindbrook Capital
California
$323K +$14K +27 +5%
RWM
1266
Reston Wealth Management
Virginia
$322K +$519 +1 +0.2%
CG
1267
Cynosure Group
Utah
$322K +$322K +621 New
FA
1268
FDx Advisors
Illinois
$320K -$913K -1,764 -74%
SW
1269
SkyOak Wealth
Michigan
$319K +$319K +616 New
ICG
1270
InterOcean Capital Group
Tennessee
$319K +$1.56K +3 +0.5%
CCM
1271
Canal Capital Management
Virginia
$318K -$84K -162 -21%
DIP
1272
DT Investment Partners
Pennsylvania
$318K – – –
WC
1273
Weil Company
California
$318K +$17.6K +34 +6%
KWA
1274
Kellett Wealth Advisors
Ohio
$318K – – –
QWP
1275
Quotient Wealth Partners
Texas
$317K +$38.4K +74 +14%
49 50
51
52 53