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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 %
PFBT
1376
Parkside Financial Bank & Trust
Missouri
$236K +$45.6K +88 +24%
RT
1377
Rockland Trust
Massachusetts
$236K -$23.9K -46 -9%
TIA
1378
Trust Investment Advisors
Indiana
$234K – – –
AWP
1379
Accretive Wealth Partners
New Jersey
$234K – – –
GITFIT
1380
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$233K – – –
CIS
1381
Custom Index Systems
New York
$233K +$233K +450 New
HKIMG
1382
Hutchens & Kramer Investment Management Group
Indiana
$232K +$232K +449 New
Q
1383
QVR
California
$230K +$230K +444 New
APW
1384
Aurora Private Wealth
New Jersey
$230K – – –
MGWM
1385
Marks Group Wealth Management
Minnesota
$229K -$9.85K -19 -4%
EBT
1386
Enterprise Bank & Trust
Massachusetts
$229K – – –
GAM
1387
Gemmer Asset Management
California
$229K – – –
CP
1388
Canopy Partners
Ohio
$229K -$2.07K -4 -0.9%
SAF
1389
Smith Anglin Financial
Texas
$228K – – –
FWM
1390
Fairhaven Wealth Management
Illinois
$228K -$1.04K -2 -0.5%
NG
1391
Norden Group
Utah
$227K +$227K +438 New
RCA
1392
Resonant Capital Advisors
Wisconsin
$227K +$227K +438 New
1WM
1393
1858 Wealth Management
Ohio
$226K – – –
FC
1394
Financial Council
Maryland
$226K – – –
TF
1395
Trek Financial
Arizona
$225K -$135K -260 -37%
FPCG
1396
Forum Private Client Group
Indiana
$225K – – –
WI
1397
Wintrust Investments
Illinois
$225K -$36.3K -70 -14%
DMBA
1398
Deseret Mutual Benefit Administrators
Utah
$223K +$7.26K +14 +3%
WF
1399
Welch & Forbes
Massachusetts
$223K +$223K +431 New
EGA
1400
E&G Advisors
Texas
$223K – – –
54 55
56
57 58