ELV icon

Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1326
Janiczek Wealth Management
Colorado
$134K -$33.4K -69 -20%
WTA
1327
Washington Trust Advisors
Massachusetts
$129K – – –
MWC
1328
MBM Wealth Consultants
Missouri
$127K – – –
LC
1329
Lindbrook Capital
California
$120K -$49.2K -107 -29%
AWM
1330
AllSquare Wealth Management
New York
$120K +$46K +100 +63%
SCM
1331
Silvant Capital Management
Georgia
$118K – – –
BAAM
1332
Baker Avenue Asset Management
California
$117K -$7.82K -17 -6%
HDIM
1333
Hanson & Doremus Investment Management
Vermont
$117K -$58.7K -128 -33%
WOC
1334
West Oak Capital
California
$115K – – –
MMG
1335
Monetary Management Group
Missouri
$115K – – –
LWCFA
1336
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K +$92K +200 +465%
IRC
1337
Investors Research Corp
Georgia
$108K – – –
SCA
1338
Stuart Chaussee & Associates
California
$107K – – –
PO
1339
Private Ocean
California
$104K -$11K -24 -10%
TF
1340
TimeScale Financial
Massachusetts
$104K +$459 +1 +0.4%
IWP
1341
Icon Wealth Partners
Texas
$104K +$104K +226 New
Jones Financial Companies
1342
Jones Financial Companies
Missouri
$99.3K -$34.5K -75 -26%
TFP
1343
Tilia Fiduciary Partners
North Carolina
$94.7K -$2.3K -5 -2%
AA
1344
AlphaMark Advisors
Kentucky
$94K – – –
RDFA
1345
Ritter Daniher Financial Advisory
Ohio
$92.9K – – –
CCP
1346
Carmel Capital Partners
California
$92.9K +$92.9K +202 New
AA
1347
Ancora Advisors
Ohio
$91.5K -$1.38K -3 -1%
IBOK
1348
Independence Bank of Kentucky
Kentucky
$91K – – –
TSW
1349
Thompson Siegel & Walmsley
Virginia
$90K -$1.84K -4 -2%
MFG
1350
Mendota Financial Group
Wisconsin
$88.4K +$88.4K +180 New
52 53
54
55 56