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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 %
FFP
1301
FourThought Financial Partners
Florida
$266K +$1.42K +3 +0.5%
GKWIM
1302
Gerber Kawasaki Wealth & Investment Management
California
$265K +$472 +1 +0.2%
LWM
1303
LJI Wealth Management
Indiana
$263K -$2.36K -5 -0.9%
FI
1304
FWG Investments
Kentucky
$262K +$262K +556 New
ECG
1305
Edge Capital Group
Georgia
$261K +$5.19K +11 +2%
KA
1306
KLCM Advisors
Wisconsin
$260K +$260K +551 New
AFG
1307
Atomi Financial Group
New York
$260K +$260K +551 New
AO
1308
Advisor OS
Illinois
$260K +$260K +551 New
AFT
1309
Alpha Family Trust
California
$259K +$259K +550 New
SWIG
1310
Strategic Wealth Investment Group
Kentucky
$259K +$3.77K +8 +1%
AWE
1311
Avidian Wealth Enterprises
Texas
$259K +$8.96K +19 +4%
BIA
1312
BHK Investment Advisors
Alabama
$258K -$120K -255 -32%
PVI
1313
Pine Valley Investments
New Jersey
$258K -$12.3K -26 -5%
LWCFA
1314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$258K -$21.2K -43 -8%
AF
1315
Apollon Financial
South Carolina
$257K +$257K +545 New
SG
1316
StoneX Group
New York
$257K +$257K +544 New
AAS
1317
Annex Advisory Services
Wisconsin
$257K +$1.42K +3 +0.6%
IAIM
1318
International Assets Investment Management
Florida
$256K -$6.61K -14 -3%
DI
1319
Diligent Investors
California
$256K -$33K -70 -11%
GLA
1320
Good Life Advisors
Pennsylvania
$256K -$28.3K -60 -10%
B
1321
Bridgeworth
Alabama
$255K -$5.19K -11 -2%
RGC
1322
Roberts, Glore & Co
Illinois
$254K -$943 -2 -0.4%
KOC
1323
Koss-Olinger Consulting
Florida
$254K – – –
TC
1324
Truvestments Capital
Florida
$253K -$36.3K -77 -13%
QWP
1325
Quotient Wealth Partners
Texas
$253K +$253K +537 New
51 52
53
54 55