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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 %
JWM
1326
Janiczek Wealth Management
Colorado
$253K +$44.3K +94 +21%
AWM
1327
Aviso Wealth Management
Washington
$252K +$252K +535 New
LA
1328
LVW Advisors
New York
$251K +$251K +533 New
BIM
1329
Bridges Investment Management
Nebraska
$251K +$251K +533 New
MAP
1330
Moody Aldrich Partners
Massachusetts
$251K -$28.3K -60 -10%
AF
1331
Advisornet Financial
Minnesota
$251K +$7.55K +16 +3%
FWA
1332
FSM Wealth Advisors
Ohio
$250K +$1.89K +4 +0.8%
P
1333
&Partners
Tennessee
$249K -$22.7K -48 -8%
SMA
1334
Seven Mile Advisory
New Jersey
$249K +$249K +528 New
SPFA
1335
Summit Place Financial Advisors
New Jersey
$248K – – –
VCG
1336
Vantage Consulting Group
Virginia
$246K -$31.6K -67 -11%
MW
1337
Marcum Wealth
Ohio
$245K +$245K +520 New
RG
1338
Renaissance Group
Kentucky
$245K -$4.71K -10 -2%
NSIM
1339
North Star Investment Management
Illinois
$241K – – –
KA
1340
Kozak & Associates
Colorado
$241K +$474 +1 +0.2%
HCA
1341
Harbour Capital Advisors
Virginia
$240K – – –
HP
1342
Hikari Power
Japan
$240K – – –
WI
1343
Wintrust Investments
Illinois
$238K +$1.89K +4 +0.8%
MAM
1344
Milestone Asset Management
Pennsylvania
$237K +$14.1K +30 +6%
DI
1345
DFPG Investments
Utah
$236K -$39.9K -83 -14%
RT
1346
Rockland Trust
Massachusetts
$236K +$7.55K +16 +3%
GCIA
1347
Gabelli & Co Investment Advisers
New York
$236K – – –
WJWM
1348
Williams Jones Wealth Management
New York
$236K – – –
FWM
1349
FMA Wealth Management
Massachusetts
$236K +$236K +500 New
SCP
1350
Sivia Capital Partners
California
$235K +$235K +499 New
52 53
54
55 56