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Elevance Health

1,515 hedge funds and large institutions have $92.9B invested in Elevance Health in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 579 increasing their positions, 580 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+8
Holders Change %
+0.53%
% of All Funds
23.89%
Holding in Top 10
45
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.16%
% of All Funds
0.71%
New
115
Increased
579
Reduced
580
Closed
98
Calls
$682M
Puts
$479M
Net Calls
+$203M
Net Calls Change
+$212M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
1426
Kenfarb & Co
Kentucky
$27.5K
BFPW
1427
BOK Financial Private Wealth
Colorado
$27.1K -$10.7K -24 -28%
RFA
1428
Register Financial Advisors
Georgia
$27.1K
GM
1429
GeoWealth Management
Illinois
$27K +$7.53K +17 +39%
TF
1430
Tompkins Financial
New York
$26.2K
TCM
1431
TD Capital Management
Tennessee
$26.1K +$442 +1 +2%
FWM
1432
Focused Wealth Management
New York
$25.4K
BWAM
1433
Boyd Watterson Asset Management
Ohio
$24.9K
BWA
1434
BDO Wealth Advisors
Florida
$24.6K +$17.9K +40 +267%
JSAM
1435
J. Safra Asset Management
New York
$24.4K
CWC
1436
Carolinas Wealth Consulting
North Carolina
$23.6K -$12.5K -28 -35%
MFT
1437
Moisand Fitzgerald Tamayo
Florida
$21.8K
GFPC
1438
Global Financial Private Client
Florida
$20.4K
HWA
1439
HHM Wealth Advisors
Tennessee
$20.4K
PG
1440
Proffitt & Goodson
Tennessee
$20.4K
CHA
1441
Carmichael Hill & Associates
Maryland
$20K
AF
1442
Arrow Financial
New York
$20K
FCA
1443
FinTrust Capital Advisors
South Carolina
$18K
RCG
1444
Rock Creek Group
District of Columbia
$17.8K
WP
1445
WealthPLAN Partners
Nebraska
$17.8K
WB
1446
Webster Bank
Connecticut
$17.8K
CYG
1447
Clean Yield Group
Vermont
$17.3K
TAIM
1448
TD Ameritrade Investment Management
Nebraska
$17K -$3.58K -8 -17%
AP
1449
Atwood & Palmer
Missouri
$16.4K
SFM
1450
Systematic Financial Management
New Jersey
$16K