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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 %
Cohen & Steers
1451
Cohen & Steers
New York
$212K -$3.79K -7 -2%
HWP
1452
Hibernia Wealth Partners
Louisiana
$211K +$211K +391 New
GAA
1453
Global Assets Advisory
Florida
$211K -$114M -210,654 -100%
AIA
1454
AIMZ Investment Advisors
California
$211K -$8.13K -15 -4%
KCM
1455
Kathmere Capital Management
Pennsylvania
$210K +$210K +388 New
HKIMG
1456
Hutchens & Kramer Investment Management Group
Indiana
$210K -$29.9K -56 -12%
LA
1457
LexAurum Advisors
Kansas
$210K +$210K +387 New
APP
1458
Avantax Planning Partners
Iowa
$209K -$171K -315 -45%
FWCM
1459
Ferguson Wellman Capital Management
Oregon
$208K -$3.25K -6 -2%
MG
1460
Mather Group
Illinois
$207K +$34.2K +66 +20%
ST
1461
Smithfield Trust
Pennsylvania
$207K – – –
HFM
1462
Hartford Financial Management
Connecticut
$206K – – –
AO
1463
Advisor OS
Illinois
$206K +$206K +380 New
MCM
1464
MV Capital Management
Maryland
$205K +$5.96K +11 +3%
MA
1465
MBA Advisors
Pennsylvania
$205K +$205K +379 New
MFS
1466
McNamara Financial Services
Massachusetts
$205K +$205K +378 New
MA
1467
MJP Associates
Connecticut
$204K +$204K +376 New
FWM
1468
Forza Wealth Management
Florida
$204K +$204K +376 New
CFFP
1469
Center for Financial Planning
Michigan
$203K – – –
PCM
1470
Pointe Capital Management
Michigan
$203K +$203K +375 New
FWM
1471
Fingerlakes Wealth Management
New York
$203K +$203K +375 New
SWM
1472
Seed Wealth Management
Illinois
$203K +$203K +374 New
BG
1473
Bahl & Gaynor
Ohio
$202K -$14.1K -26 -7%
MPW
1474
Monterey Private Wealth
California
$202K +$202K +373 New
SFP
1475
Shepherd Financial Partners
Massachusetts
$202K +$202K +372 New
57 58
59
60 61