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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 %
Cohen & Steers
1426
Cohen & Steers
New York
$207K – – –
CWM
1427
Campbell Wealth Management
Virginia
$207K +$207K +400 New
WAM
1428
Wallington Asset Management
Indiana
$207K +$207K +400 New
BG
1429
Bahl & Gaynor
Ohio
$207K +$207K +399 New
SFS
1430
Security Financial Services
Indiana
$206K +$206K +397 New
PWA
1431
Prairie Wealth Advisors
Nebraska
$205K +$205K +395 New
BRG
1432
Bay Rivers Group
Virginia
$205K +$205K +395 New
SW
1433
SteelPeak Wealth
California
$204K +$204K +394 New
MCWS
1434
McKinley Carter Wealth Services
West Virginia
$204K +$204K +393 New
VC
1435
Vicus Capital
Pennsylvania
$204K +$204K +393 New
BFG
1436
Bouchey Financial Group
New York
$203K +$203K +391 New
FWCM
1437
Ferguson Wellman Capital Management
Oregon
$202K +$202K +389 New
ST
1438
Smithfield Trust
Pennsylvania
$201K – – –
TTWM
1439
TCV Trust & Wealth Management
Virginia
$200K -$22.3K -43 -10%
CWP
1440
Capital Wealth Planning
Florida
$200K +$200K +386 New
HFM
1441
Hartford Financial Management
Connecticut
$197K – – –
CFFP
1442
Center for Financial Planning
Michigan
$194K +$13.5K +26 +7%
Jones Financial Companies
1443
Jones Financial Companies
Missouri
$194K +$79.8K +154 +70%
HFM
1444
Harvest Fund Management
China
$192K +$83.8K +162 +78%
DAM
1445
Delta Asset Management
Tennessee
$192K -$1.04K -2 -0.5%
MCM
1446
MV Capital Management
Maryland
$191K -$519 -1 -0.3%
EA
1447
Evolution Advisers
Virginia
$182K -$5.2K -10 -3%
AWM
1448
Atticus Wealth Management
Florida
$181K – – –
PP
1449
Paloma Partners
Connecticut
$180K -$853K -1,645 -83%
AGWCA
1450
Annis Gardner Whiting Capital Advisors
Florida
$174K +$67K +129 +62%
56 57
58
59 60