ELV icon

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 %
FA
1276
Fiduciary Alliance
South Carolina
$315K +$10.8K +21 +4%
Luther King Capital Management (LKCM)
1277
Luther King Capital Management (LKCM)
Texas
$314K -$33.7K -65 -10%
WC
1278
Waterloo Capital
Texas
$313K +$74.7K +144 +31%
IAIM
1279
International Assets Investment Management
Florida
$313K +$33.5K +65 +12%
OL
1280
OneFund LLC
Florida
$312K -$8.26K -16 -3%
CCA
1281
Childress Capital Advisors
Texas
$311K -$17.6K -34 -5%
AA
1282
Alta Advisers
United Kingdom
$311K – – –
GCIA
1283
Gabelli & Co Investment Advisers
New York
$311K +$51.9K +100 +20%
IDA
1284
Intelligence Driven Advisers
California
$311K +$311K +600 New
FB
1285
First Bancorp
Maine
$307K – – –
CWS
1286
Cypress Wealth Services
California
$307K +$11.4K +22 +4%
AWM
1287
Aviso Wealth Management
Washington
$306K +$28.5K +55 +10%
CA
1288
Claro Advisors
Massachusetts
$303K +$58.1K +112 +24%
PWMG
1289
Prestige Wealth Management Group
New Jersey
$302K -$18.2K -35 -6%
CFO
1290
CVA Family Office
Colorado
$300K +$519 +1 +0.2%
QFA
1291
Quantum Financial Advisors
California
$299K -$1.04K -2 -0.3%
KFS
1292
Kelly Financial Services
Massachusetts
$299K +$292K +563 +4,331%
OWM
1293
OneAscent Wealth Management
Alabama
$298K -$2.59K -5 -0.9%
CCM
1294
Crew Capital Management
Ohio
$297K +$297K +572 New
BAM
1295
Berkshire Asset Management
Pennsylvania
$296K -$5.19K -10 -2%
AUB
1296
Atlantic Union Bankshares
Virginia
$296K – – –
FFA
1297
Florida Financial Advisors
Florida
$293K +$293K +566 New
GKWIM
1298
Gerber Kawasaki Wealth & Investment Management
California
$293K +$1.04K +2 +0.4%
BHWM
1299
Bar Harbor Wealth Management
New Hampshire
$291K -$11.9K -23 -4%
AWA
1300
Aaron Wealth Advisors
Illinois
$291K +$42K +81 +17%
50 51
52
53 54