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Elevance Health
ELV

Overview Fund Activity

1,692 hedge funds and large institutions have $112B invested in Elevance Health in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 707 increasing their positions, 544 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,692
Holders Change
+37
Holders Change %
+2.24%
% of All Funds
24.61%
Holding in Top 10
53
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.92%
% of All Funds
0.77%
New
146
Increased
707
Reduced
544
Closed
86
Calls
$680M
Puts
$688M
Net Calls
-$8.68M
Net Calls Change
-$22.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$376M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
3
UBS AM
UBS AM
Illinois
+$245M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$210M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$191M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$207M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$176M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$133M
4
DCP
D1 Capital Partners
New York
-$127M
5
BlackRock
BlackRock
New York
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
1326
PAX Financial Group
Texas
$287K +$287K +529 New
CP
1327
Canopy Partners
Ohio
$286K +$47.1K +87 +20%
SWIG
1328
Strategic Wealth Investment Group
Kentucky
$285K +$285K +532 New
SPFA
1329
Summit Place Financial Advisors
New Jersey
$284K – – –
MCM
1330
Monument Capital Management
Virginia
$284K +$5.96K +11 +2%
AF
1331
Advisornet Financial
Minnesota
$283K +$2.71K +5 +1%
FAM
1332
Formidable Asset Management
Ohio
$282K +$17.3K +32 +7%
KFS
1333
Kelly Financial Services
Massachusetts
$282K -$29.8K -55 -10%
WJWM
1334
Williams Jones Wealth Management
New York
$282K +$4.88K +9 +2%
AF
1335
Alerus Financial
North Dakota
$282K -$5.42K -10 -2%
CIS
1336
Capital International Sarl
California
$280K +$280K +517 New
3IP
1337
3Chopt Investment Partners
Virginia
$280K +$280K +516 New
FTIS
1338
First Trust Investment Solutions
Florida
$279K +$279K +515 New
OFS
1339
OneAscent Financial Services
Alabama
$278K -$86.9K -160 -24%
FA
1340
FDx Advisors
Illinois
$277K -$58K -107 -17%
FFA
1341
Founders Financial Alliance
North Carolina
$277K -$4.88K -9 -2%
NSIM
1342
North Star Investment Management
Illinois
$277K -$1.63K -3 -0.6%
ECG
1343
Edge Capital Group
Georgia
$276K – – –
TIA
1344
Trust Investment Advisors
Indiana
$276K +$30.9K +57 +13%
RT
1345
Rockland Trust
Massachusetts
$275K +$28.2K +52 +11%
TW
1346
Traveka Wealth
California
$274K +$542 +1 +0.2%
CPIG
1347
Chicago Partners Investment Group
Illinois
$273K +$8.04K +15 +3%
LFG
1348
Larson Financial Group
Missouri
$273K +$9.22K +17 +3%
LGA
1349
Lebenthal Global Advisors
New York
$273K +$1.63K +3 +0.6%
MCCA
1350
Mill Creek Capital Advisors
Pennsylvania
$272K +$19.5K +36 +8%
52 53
54
55 56