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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 %
FA
1276
Fiduciary Alliance
South Carolina
$329K +$1.07K +2 +0.3%
JWM
1277
Janiczek Wealth Management
Colorado
$328K +$39K +72 +13%
NECFA
1278
New England Capital Financial Advisors
Connecticut
$328K -$18.4K -34 -5%
PCA
1279
Prosperity Capital Advisors
Ohio
$327K -$327K -604 -50%
FOA
1280
Five Oceans Advisors
California
$326K -$103K -191 -24%
CFO
1281
CVA Family Office
Colorado
$326K +$13K +24 +4%
BBHC
1282
Brown Brothers Harriman & Co
New York
$325K -$169K -312 -34%
OL
1283
Owen LaRue
Kentucky
$325K -$54.2K -100 -14%
AA
1284
Alta Advisers
United Kingdom
$325K – – –
GCIA
1285
Gabelli & Co Investment Advisers
New York
$325K – – –
CFM
1286
Catalyst Funds Management
Australia
$325K +$325K +600 New
PVI
1287
Pine Valley Investments
New Jersey
$325K +$28.7K +53 +10%
FI
1288
FWG Investments
Kentucky
$325K +$20.6K +38 +7%
CA
1289
Continuum Advisory
Idaho
$323K +$32K +59 +11%
PWMG
1290
Prestige Wealth Management Group
New Jersey
$323K +$7.05K +13 +2%
FB
1291
First Bancorp
Maine
$321K – – –
AFG
1292
Atomi Financial Group
New York
$320K +$23.3K +43 +8%
WI
1293
Wintrust Investments
Illinois
$319K +$83.5K +154 +35%
FFA
1294
Florida Financial Advisors
Florida
$319K +$11.9K +22 +4%
VCM
1295
Virtue Capital Management
Tennessee
$316K -$60.5K -120 -16%
JSW
1296
Journey Strategic Wealth
New Jersey
$314K +$314K +579 New
LCGC
1297
Legacy Capital Group California
California
$314K -$132K -243 -30%
BL
1298
Balentine LLC
Georgia
$313K -$720K -1,328 -70%
QFA
1299
Quantum Financial Advisors
California
$313K – – –
LWCFA
1300
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$313K +$16K +29 +5%
50 51
52
53 54