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Elevance Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
1276
Heritage Financial Services
Massachusetts
$221K +$24.9K +56 +13%
Walleye Trading
1277
Walleye Trading
New York
$219K -$1.04M -2,342 -83%
RCG
1278
Regatta Capital Group
California
$218K +$218K +490 New
HH
1279
Hilltop Holdings
Texas
$216K +$3.11K +7 +1%
MHWM
1280
Montz Harcus Wealth Management
Louisiana
$216K +$216K +486 New
FAM
1281
Formidable Asset Management
Ohio
$216K +$444 +1 +0.2%
MIC
1282
Meridian Investment Counsel
California
$216K
RP
1283
Riverwater Partners
Wisconsin
$216K +$3.55K +8 +2%
RZH
1284
Relyea Zuckerberg Hanson
Connecticut
$215K +$215K +485 New
CFG
1285
Carr Financial Group
Massachusetts
$215K -$48.9K -110 -18%
OWM
1286
Orgel Wealth Management
Wisconsin
$215K
First Manhattan
1287
First Manhattan
New York
$215K -$4K -9 -2%
FHA
1288
Flagship Harbor Advisors
Massachusetts
$213K -$1.78K -4 -0.8%
TWA
1289
TCI Wealth Advisors
Arizona
$210K
LFA
1290
Legacy Financial Advisors
Kentucky
$210K -$111K -250 -35%
SDAM
1291
Shulman DeMeo Asset Management
New York
$209K -$7.11K -16 -3%
CAM
1292
Carret Asset Management
New York
$209K
TF
1293
Trek Financial
Arizona
$207K -$6.22K -14 -3%
BFM
1294
Boston Financial Management
Massachusetts
$206K +$206K +463 New
PFM
1295
Phillips Financial Management
Indiana
$206K +$4K +9 +2%
EW
1296
Evoke Wealth
California
$205K +$205K +462 New
FPCG
1297
Forum Private Client Group
Indiana
$205K -$444 -1 -0.2%
SA
1298
Scarborough Advisors
Maryland
$204K +$204K +459 New
ILI
1299
Invesco LLC (Illinois)
Illinois
$204K +$204K +459 New
MW
1300
Marcum Wealth
Ohio
$203K +$203K +458 New