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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 %
FAM
1351
Formidable Asset Management
Ohio
$253K +$1.04K +2 +0.4%
PIP
1352
Peachtree Investment Partners
Florida
$253K -$365K -704 -59%
First Manhattan
1353
First Manhattan
New York
$253K +$16.1K +31 +7%
LFG
1354
Larson Financial Group
Missouri
$252K – – –
HH
1355
Hilltop Holdings
Texas
$252K +$519 +1 +0.2%
OWM
1356
Orgel Wealth Management
Wisconsin
$251K – – –
AIM
1357
Avity Investment Management
Connecticut
$251K +$22.8K +44 +10%
KA
1358
Kovack Advisors
Florida
$251K +$5.7K +11 +2%
PFM
1359
Phillips Financial Management
Indiana
$251K +$4.15K +8 +2%
HCA
1360
Harbour Capital Advisors
Virginia
$250K – – –
MIC
1361
Meridian Investment Counsel
California
$249K -$4.15K -8 -2%
TWA
1362
TCI Wealth Advisors
Arizona
$248K +$2.59K +5 +1%
MFIM
1363
Mesirow Financial Investment Management
Illinois
$247K +$17.1K +33 +7%
SRC
1364
Sage Rhino Capital
California
$246K +$10.9K +21 +5%
SDAM
1365
Shulman DeMeo Asset Management
New York
$245K +$518 +1 +0.2%
RZH
1366
Relyea Zuckerberg Hanson
Connecticut
$245K -$519 -1 -0.2%
CRI
1367
Colonial River Investments
Virginia
$244K -$164K -316 -40%
CC
1368
Callan Capital
California
$243K +$243K +469 New
WIA
1369
Wetzel Investment Advisors
Indiana
$243K – – –
MCCA
1370
Mill Creek Capital Advisors
Pennsylvania
$242K -$11.4K -22 -5%
HFS
1371
Heritage Financial Services
Massachusetts
$241K +$11.9K +23 +5%
BFM
1372
Boston Financial Management
Massachusetts
$240K – – –
PPC
1373
Park Place Capital
Alabama
$240K +$227K +438 +1,825%
NL
1374
NWAM LLC
Washington
$238K -$2.14K -4 -0.9%
ILI
1375
Invesco LLC (Illinois)
Illinois
$238K – – –
53 54
55
56 57