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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 %
DAS
1251
Diversify Advisory Services
Utah
$349K +$3.71K +7 +1%
TFF
1252
The Family Firm
Maryland
$348K +$1.08K +2 +0.3%
SMA
1253
Seven Mile Advisory
New Jersey
$347K +$50.4K +93 +17%
DIA
1254
Dean Investment Associates
Ohio
$347K -$200K -369 -37%
RWP
1255
Ridgecrest Wealth Partners
California
$347K – – –
TRIA
1256
Trail Ridge Investment Advisors
Colorado
$345K – – –
QWP
1257
Quotient Wealth Partners
Texas
$344K +$13K +24 +4%
MAM
1258
Marotta Asset Management
Virginia
$342K -$5.35K -10 -2%
BFG
1259
Berger Financial Group
Minnesota
$341K +$542 +1 +0.2%
HPC
1260
HM Payson & Co
Maine
$341K +$2.17K +4 +0.6%
AC
1261
Addison Capital
Pennsylvania
$340K – – –
CCA
1262
Childress Capital Advisors
Texas
$339K +$13.5K +25 +4%
WCM
1263
Washington Capital Management
Washington
$339K – – –
SAM
1264
Sawgrass Asset Management
Florida
$338K -$102K -188 -23%
Luther King Capital Management (LKCM)
1265
Luther King Capital Management (LKCM)
Texas
$337K +$8.67K +16 +3%
IAIM
1266
International Assets Investment Management
Florida
$337K +$8.13K +15 +2%
WC
1267
Waterloo Capital
Texas
$335K +$7.59K +14 +2%
CCM
1268
Canal Capital Management
Virginia
$334K +$1.08K +2 +0.3%
DIP
1269
DT Investment Partners
Pennsylvania
$333K – – –
KWA
1270
Kellett Wealth Advisors
Ohio
$332K – – –
OL
1271
OneFund LLC
Florida
$332K +$4.34K +8 +1%
CAC
1272
Cowen and Company
New York
$331K +$331K +610 New
GIA
1273
Gladstone Institutional Advisory
Florida
$329K -$226K -416 -41%
CSWM
1274
Cassady Schiller Wealth Management
Ohio
$329K -$27.1K -50 -8%
BFS
1275
Bradley Foster & Sargent
Connecticut
$329K -$13.5K -25 -4%
49 50
51
52 53