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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 %
AWP
1401
Accretive Wealth Partners
New Jersey
$238K -$2.17K -4 -0.9%
EH
1402
Equitable Holdings
New York
$238K +$238K +439 New
ST
1403
Spinnaker Trust
Maine
$237K -$28.7K -53 -11%
TA
1404
TFB Advisors
Kansas
$237K +$237K +437 New
AIM
1405
Avity Investment Management
Connecticut
$236K -$27.1K -50 -10%
FC
1406
Financial Council
Maryland
$236K – – –
PNC
1407
Park National Corp
Ohio
$236K +$5.42K +10 +2%
BFM
1408
Boston Financial Management
Massachusetts
$235K -$15.7K -29 -6%
FPCG
1409
Forum Private Client Group
Indiana
$235K – – –
FA
1410
Fountainhead AM
New Jersey
$234K +$2.71K +5 +1%
NL
1411
NWAM LLC
Washington
$234K -$8.13K -15 -3%
DMBA
1412
Deseret Mutual Benefit Administrators
Utah
$234K – – –
AIC
1413
Archer Investment Corporation
Indiana
$232K – – –
CF
1414
Convergence Financial
Missouri
$231K +$231K +426 New
MSFS
1415
Main Street Financial Solutions
Pennsylvania
$231K +$1.62K +3 +0.7%
GC
1416
Grimes & Company
Massachusetts
$229K +$3.25K +6 +1%
CAM
1417
Carret Asset Management
New York
$228K – – –
RCWM
1418
Royal Capital Wealth Management
Indiana
$227K +$541 +1 +0.2%
HC
1419
Hamilton Capital
Ohio
$226K -$212K -392 -48%
CRI
1420
Commonwealth Retirement Investments
Virginia
$226K – – –
WRPWM
1421
Werba Rubin Papier Wealth Management
California
$225K +$8.13K +15 +4%
SFS
1422
Security Financial Services
Indiana
$225K +$10.3K +19 +5%
PC
1423
Prairiewood Capital
North Dakota
$225K – – –
RB
1424
Renasant Bank
Mississippi
$224K +$224K +413 New
TF
1425
Trek Financial
Arizona
$224K -$11.4K -21 -5%
55 56
57
58 59