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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 %
M
1401
Mirova
France
$222K – – –
AIC
1402
Archer Investment Corporation
Indiana
$222K – – –
FA
1403
Fountainhead AM
New Jersey
$221K +$519 +1 +0.2%
RW
1404
Rede Wealth
Virginia
$221K +$221K +426 New
PNC
1405
Park National Corp
Ohio
$220K – – –
MSFS
1406
Main Street Financial Solutions
Pennsylvania
$219K +$219K +423 New
CAM
1407
Carret Asset Management
New York
$218K -$25.9K -50 -11%
RCWM
1408
Royal Capital Wealth Management
Indiana
$217K +$217K +418 New
CRI
1409
Commonwealth Retirement Investments
Virginia
$216K +$216K +417 New
TC
1410
Truvestments Capital
Florida
$216K -$62.7K -121 -22%
GC
1411
Grimes & Company
Massachusetts
$216K +$216K +416 New
PC
1412
Prairiewood Capital
North Dakota
$215K +$215K +415 New
Financial Engines Advisors
1413
Financial Engines Advisors
California
$214K +$214K +414 New
WWS
1414
Wellington Wealth Strategies
Indiana
$214K +$214K +413 New
ESB
1415
Essex Savings Bank
Connecticut
$214K – – –
FI
1416
Fosun International
China
$213K -$213K -410 -50%
OPA
1417
Old Port Advisors
Maine
$213K +$213K +410 New
NI
1418
NDVR Inc
Massachusetts
$212K +$212K +409 New
CCA
1419
Cottonwood Capital Advisors
Utah
$212K +$212K +424 New
AB
1420
Atlas Brown
Kentucky
$211K +$211K +407 New
ASG
1421
Ariston Services Group
California
$211K -$85.6K -165 -29%
AIA
1422
AIMZ Investment Advisors
California
$209K -$23.3K -45 -10%
ET
1423
Equitable Trust
Tennessee
$209K +$209K +403 New
WRPWM
1424
Werba Rubin Papier Wealth Management
California
$208K +$208K +401 New
AT
1425
Avalon Trust
New Mexico
$207K – – –
55 56
57
58 59