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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 %
HF
1351
HRT Financial
New York
$272K +$272K +502 New
CCG
1352
Cypress Capital Group
Florida
$271K -$16.3K -30 -6%
RCA
1353
Resonant Capital Advisors
Wisconsin
$271K +$34.1K +63 +14%
GP
1354
Girard Partners
Pennsylvania
$271K -$5.96K -11 -2%
PFBT
1355
Parkside Financial Bank & Trust
Missouri
$271K +$23.8K +44 +10%
FWM
1356
FMA Wealth Management
Massachusetts
$271K – – –
OPCM
1357
Osborne Partners Capital Management
California
$269K – – –
WT
1358
Washington Trust
Rhode Island
$269K +$2.17K +4 +0.8%
PFM
1359
Phillips Financial Management
Indiana
$269K +$7.04K +13 +3%
MFIM
1360
Mesirow Financial Investment Management
Illinois
$268K +$9.23K +17 +4%
Financial Engines Advisors
1361
Financial Engines Advisors
California
$268K +$43.3K +80 +19%
HCA
1362
Harbour Capital Advisors
Virginia
$267K – – –
CHP
1363
Cable Hill Partners
Oregon
$266K +$266K +491 New
TWP
1364
TFO Wealth Partners
Ohio
$264K +$264K +486 New
NG
1365
Norden Group
Utah
$263K +$25.5K +47 +11%
OWM
1366
Orgel Wealth Management
Wisconsin
$263K – – –
SRC
1367
Sage Rhino Capital
California
$261K +$4.34K +8 +2%
MIC
1368
Meridian Investment Counsel
California
$260K – – –
T
1369
TOBAM
France
$260K -$530K -976 -67%
C
1370
Covestor
United Kingdom
$260K -$7.6K -14 -3%
TWA
1371
TCI Wealth Advisors
Arizona
$260K +$542 +1 +0.2%
WANY
1372
Wealthspire Advisors (New York)
New York
$259K -$17.3K -32 -6%
1WM
1373
1858 Wealth Management
Ohio
$259K -$542 -1 -0.2%
PIP
1374
Peachtree Investment Partners
Florida
$258K -$5.96K -11 -2%
SDAM
1375
Shulman DeMeo Asset Management
New York
$256K – – –
53 54
55
56 57