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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 %
MAP
1326
Moody Aldrich Partners
Massachusetts
$274K -$2.07K -4 -0.8%
SPFA
1327
Summit Place Financial Advisors
New Jersey
$272K – – –
FFA
1328
Founders Financial Alliance
North Carolina
$270K -$32.7K -63 -11%
RG
1329
Renaissance Group
Kentucky
$269K – – –
AF
1330
Advisornet Financial
Minnesota
$269K -$7.26K -14 -3%
NSIM
1331
North Star Investment Management
Illinois
$267K +$1.56K +3 +0.6%
DWA
1332
Delap Wealth Advisory
Oregon
$267K +$267K +514 New
MCM
1333
Monument Capital Management
Virginia
$266K -$66.9K -129 -20%
WJWM
1334
Williams Jones Wealth Management
New York
$265K +$6.22K +12 +2%
GP
1335
Girard Partners
Pennsylvania
$265K +$265K +512 New
WANY
1336
Wealthspire Advisors (New York)
New York
$264K -$114K -219 -30%
SB
1337
Strategic Blueprint
Georgia
$264K -$47.2K -91 -15%
ECG
1338
Edge Capital Group
Georgia
$264K -$23.3K -45 -8%
CPIG
1339
Chicago Partners Investment Group
Illinois
$264K +$2.13K +4 +0.8%
VCG
1340
Vantage Consulting Group
Virginia
$262K -$8.82K -17 -3%
TW
1341
Traveka Wealth
California
$262K +$16.6K +32 +7%
FHA
1342
Flagship Harbor Advisors
Massachusetts
$261K +$11.9K +23 +5%
EW
1343
Evoke Wealth
California
$259K +$259K +500 New
FWM
1344
FMA Wealth Management
Massachusetts
$259K – – –
LGA
1345
Lebenthal Global Advisors
New York
$259K +$22.3K +43 +9%
SCP
1346
Sivia Capital Partners
California
$259K – – –
OPCM
1347
Osborne Partners Capital Management
California
$258K -$41.5K -80 -14%
C
1348
Covestor
United Kingdom
$256K +$31.7K +61 +14%
WT
1349
Washington Trust
Rhode Island
$256K +$1.04K +2 +0.4%
ST
1350
Spinnaker Trust
Maine
$254K – – –
52 53
54
55 56