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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 %
VCG
1376
Vantage Consulting Group
Virginia
$252K -$21.7K -40 -8%
CRI
1377
Colonial River Investments
Virginia
$252K -$2.71K -5 -1%
AG
1378
AlTi Global
New York
$249K -$52K -96 -17%
HH
1379
Hilltop Holdings
Texas
$249K -$14.1K -26 -5%
ILI
1380
Invesco LLC (Illinois)
Illinois
$249K – – –
WC
1381
Woodstock Corp
Massachusetts
$247K -$46.1K -85 -16%
RCM
1382
Raleigh Capital Management
North Carolina
$247K +$120K +222 +95%
WWM
1383
Waterway Wealth Management
Texas
$247K +$247K +455 New
FC
1384
Forte Capital
New York
$246K +$246K +454 New
ESB
1385
Essex Savings Bank
Connecticut
$246K – – –
CAAS
1386
Capital Asset Advisory Services
Michigan
$246K +$246K +464 New
GITFIT
1387
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$244K – – –
Koshinski Asset Management
1388
Koshinski Asset Management
Illinois
$244K +$244K +460 New
FL
1389
Fort LP
Maryland
$243K +$243K +448 New
APW
1390
Aurora Private Wealth
New Jersey
$241K – – –
BTWM
1391
Brass Tax Wealth Management
Ohio
$241K +$241K +444 New
WIA
1392
Wetzel Investment Advisors
Indiana
$240K – – –
KA
1393
Kovack Advisors
Florida
$240K -$22.8K -42 -9%
JSL
1394
JT Stratford LLC
Georgia
$240K +$240K +443 New
HFS
1395
Heritage Financial Services
Massachusetts
$240K -$12.5K -23 -5%
WC
1396
Weil Company
California
$240K -$93.2K -172 -28%
GAM
1397
Gemmer Asset Management
California
$240K – – –
EBT
1398
Enterprise Bank & Trust
Massachusetts
$240K – – –
MGWM
1399
Marks Group Wealth Management
Minnesota
$240K – – –
FWM
1400
Fairhaven Wealth Management
Illinois
$239K +$542 +1 +0.2%
54 55
56
57 58