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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1351
Trust Investment Advisors
Indiana
$265K – – –
TRIA
1352
Trail Ridge Investment Advisors
Colorado
$264K – – –
FAM
1353
Formidable Asset Management
Ohio
$264K -$6.76K -13 -2%
TWA
1354
TCI Wealth Advisors
Arizona
$263K +$14K +27 +6%
WAM
1355
Wallington Asset Management
Indiana
$263K +$55.1K +106 +27%
Financial Engines Advisors
1356
Financial Engines Advisors
California
$262K +$4.68K +9 +2%
QL
1357
Quarry LP
New York
$262K +$192K +369 +275%
C
1358
Covestor
United Kingdom
$261K +$11.5K +22 +5%
AC
1359
AlphaCore Capital
California
$259K -$19.2K -37 -7%
PFM
1360
Phillips Financial Management
Indiana
$259K +$1.04K +2 +0.4%
BWP
1361
BSW Wealth Partners
Colorado
$259K +$259K +499 New
OPCM
1362
Osborne Partners Capital Management
California
$258K – – –
WT
1363
Washington Trust
Rhode Island
$258K -$520 -1 -0.2%
TCOK
1364
Trust Company of Kansas
Kansas
$256K +$256K +492 New
AL
1365
Aspiriant LLC
California
$256K -$97.2K -187 -28%
PFBT
1366
Parkside Financial Bank & Trust
Missouri
$255K -$5.2K -10 -2%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$253K +$199K +383 +368%
KA
1368
Kovack Advisors
Florida
$253K +$22.4K +43 +10%
MCCA
1369
Mill Creek Capital Advisors
Pennsylvania
$252K -$8.84K -17 -3%
OWM
1370
Orgel Wealth Management
Wisconsin
$252K – – –
EH
1371
Equitable Holdings
New York
$252K +$23.4K +45 +10%
SRC
1372
Sage Rhino Capital
California
$251K – – –
NG
1373
Norden Group
Utah
$249K -$3.64K -7 -1%
PIP
1374
Peachtree Investment Partners
Florida
$249K +$520 +1 +0.2%
FWM
1375
FMA Wealth Management
Massachusetts
$247K -$13K -25 -5%
53 54
55
56 57