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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 %
OWM
1426
OneAscent Wealth Management
Alabama
$223K -$88.2K -163 -28%
AB
1427
Atlas Brown
Kentucky
$223K +$2.17K +4 +1%
OPA
1428
Old Port Advisors
Maine
$222K – – –
FI
1429
Fosun International
China
$222K – – –
CA
1430
Carson Advisory
Georgia
$221K -$171K -315 -44%
OL
1431
Optas LLC
Texas
$221K +$221K +407 New
BWP
1432
Balboa Wealth Partners
Arizona
$220K +$220K +406 New
NRC
1433
New Republic Capital
North Carolina
$220K +$220K +406 New
ASG
1434
Ariston Services Group
California
$220K – – –
SW
1435
SteelPeak Wealth
California
$218K +$4.34K +8 +2%
GAB
1436
German American Bancorp
Indiana
$218K +$218K +402 New
MM
1437
MQS Management
New York
$217K +$217K +401 New
RWM
1438
Reston Wealth Management
Virginia
$217K -$119K -220 -35%
WAM
1439
Wallington Asset Management
Indiana
$217K – – –
CWM
1440
Campbell Wealth Management
Virginia
$217K – – –
TC
1441
TradeLink Capital
Illinois
$217K +$217K +400 New
AT
1442
Avalon Trust
New Mexico
$217K – – –
CAS
1443
CTC Alternative Strategies
Illinois
$216K +$216K +399 New
SL
1444
Sentinus LLC
Illinois
$216K +$216K +399 New
SAF
1445
Smith Anglin Financial
Texas
$216K -$22.2K -41 -9%
VC
1446
Vicus Capital
Pennsylvania
$215K +$1.63K +3 +0.8%
BRG
1447
Bay Rivers Group
Virginia
$214K – – –
PWA
1448
Prairie Wealth Advisors
Nebraska
$214K – – –
BFG
1449
Bouchey Financial Group
New York
$214K +$2.7K +5 +1%
MCWS
1450
McKinley Carter Wealth Services
West Virginia
$213K – – –
56 57
58
59 60