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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 %
GWMR
1301
GC Wealth Management RIA
Massachusetts
$291K +$291K +562 New
FI
1302
FWG Investments
Kentucky
$291K +$2.59K +5 +0.9%
CA
1303
Continuum Advisory
Idaho
$290K -$905K -1,680 -76%
LWM
1304
LJI Wealth Management
Indiana
$289K – – –
AG
1305
AlTi Global
New York
$288K +$288K +556 New
MW
1306
Marcum Wealth
Ohio
$288K +$18.1K +35 +7%
KA
1307
KLCM Advisors
Wisconsin
$286K – – –
LWCFA
1308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K +$7.45K +14 +3%
AFT
1309
Alpha Family Trust
California
$285K – – –
CF
1310
Centaurus Financial
California
$285K +$134K +259 +89%
AFG
1311
Atomi Financial Group
New York
$284K -$2.08K -4 -0.7%
SMA
1312
Seven Mile Advisory
New Jersey
$284K +$9.85K +19 +4%
PVI
1313
Pine Valley Investments
New Jersey
$284K – – –
MSG
1314
Main Street Group
Virginia
$283K +$180K +347 +174%
AF
1315
Apollon Financial
South Carolina
$283K – – –
FWA
1316
FSM Wealth Advisors
Ohio
$282K +$6.74K +13 +2%
DI
1317
Diligent Investors
California
$281K – – –
AAS
1318
Annex Advisory Services
Wisconsin
$281K -$1.56K -3 -0.6%
GLA
1319
Good Life Advisors
Pennsylvania
$281K – – –
WC
1320
Woodstock Corp
Massachusetts
$281K -$42.5K -82 -13%
CFD
1321
Creative Financial Designs
Indiana
$279K -$27.5K -53 -9%
WIC
1322
Woodmont Investment Counsel
Tennessee
$278K +$278K +536 New
JWM
1323
Janiczek Wealth Management
Colorado
$277K -$1.04K -2 -0.4%
CCG
1324
Cypress Capital Group
Florida
$275K -$812K -1,565 -75%
AF
1325
Alerus Financial
North Dakota
$275K -$24.4K -47 -8%
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