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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 %
CPIG
1351
Chicago Partners Investment Group
Illinois
$233K +$2.37K +5 +1%
WT
1352
Washington Trust
Rhode Island
$232K +$943 +2 +0.4%
ST
1353
Spinnaker Trust
Maine
$231K -$42.4K -90 -16%
MCCA
1354
Mill Creek Capital Advisors
Pennsylvania
$230K -$18.4K -39 -7%
MIC
1355
Meridian Investment Counsel
California
$230K – – –
FAM
1356
Formidable Asset Management
Ohio
$230K – – –
LFG
1357
Larson Financial Group
Missouri
$229K -$25K -53 -10%
HH
1358
Hilltop Holdings
Texas
$229K -$1.42K -3 -0.6%
OWM
1359
Orgel Wealth Management
Wisconsin
$229K – – –
AWA
1360
Aaron Wealth Advisors
Illinois
$227K -$3.6M -7,636 -94%
FHA
1361
Flagship Harbor Advisors
Massachusetts
$226K -$8.96K -19 -4%
1WM
1362
1858 Wealth Management
Ohio
$226K +$226K +479 New
XT
1363
XTX Topco
Cayman Islands
$225K -$3.24M -6,861 -93%
PCS
1364
Personal CFO Solutions
New Jersey
$225K -$420K -889 -65%
PFM
1365
Phillips Financial Management
Indiana
$224K +$224K +476 New
KA
1366
Kovack Advisors
Florida
$223K +$223K +474 New
RZH
1367
Relyea Zuckerberg Hanson
Connecticut
$223K -$8.02K -17 -3%
TWA
1368
TCI Wealth Advisors
Arizona
$223K -$4.72K -10 -2%
TW
1369
Traveka Wealth
California
$223K +$223K +473 New
SDAM
1370
Shulman DeMeo Asset Management
New York
$223K – – –
CA
1371
Claro Advisors
Massachusetts
$223K +$223K +472 New
BMO
1372
Beck Mack & Oliver
New York
$222K +$222K +471 New
CAM
1373
Carret Asset Management
New York
$222K – – –
BFM
1374
Boston Financial Management
Massachusetts
$218K – – –
WIA
1375
Wetzel Investment Advisors
Indiana
$218K +$218K +463 New
53 54
55
56 57