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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 %
AP
1276
Adero Partners
California
$280K +$41K +87 +17%
ARC
1277
Advisor Resource Council
Texas
$280K +$280K +593 New
FB
1278
First Bancorp
Maine
$280K – – –
CFD
1279
Creative Financial Designs
Indiana
$279K – – –
FA
1280
Fiduciary Alliance
South Carolina
$278K -$22.6K -48 -8%
WAM
1281
Watershed Asset Management
California
$276K +$3.3K +7 +1%
PAS
1282
Point72 Asia (Singapore)
Singapore
$276K +$276K +586 New
BHWM
1283
Bar Harbor Wealth Management
New Hampshire
$276K -$16K -34 -5%
IAS
1284
Insigneo Advisory Services
Florida
$276K +$22.6K +48 +9%
FFA
1285
Founders Financial Alliance
North Carolina
$275K +$25.5K +54 +10%
C
1286
Certuity
Florida
$274K +$274K +581 New
OWM
1287
OneAscent Wealth Management
Alabama
$274K -$16.1K -34 -6%
BOSSRA
1288
B.O.S.S. Retirement Advisors
Utah
$274K -$51.4K -109 -16%
WC
1289
Weil Company
California
$274K – – –
BAM
1290
Berkshire Asset Management
Pennsylvania
$274K +$3.3K +7 +1%
QFA
1291
Quantum Financial Advisors
California
$273K – – –
RIM
1292
Rakuten Investment Management
Japan
$273K +$273K +582 New
AF
1293
Alerus Financial
North Dakota
$272K -$127K -270 -32%
CFO
1294
CVA Family Office
Colorado
$272K +$9.43K +20 +4%
OPCM
1295
Osborne Partners Capital Management
California
$272K +$272K +577 New
TC
1296
Trilogy Capital
California
$271K -$61.3K -130 -18%
ASG
1297
Ariston Services Group
California
$269K +$269K +571 New
CWS
1298
Cypress Wealth Services
California
$269K +$14.6K +31 +6%
AUB
1299
Atlantic Union Bankshares
Virginia
$269K -$6.13K -13 -2%
AA
1300
Advisory Alpha
Michigan
$268K +$268K +568 New
50 51
52
53 54