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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 %
CTWM
1476
Cherry Tree Wealth Management
Minnesota
$8.44K +$8.44K +19 New
GJIA
1477
Glass Jacobson Investment Advisors
Maryland
$8K +$8K +18 New
DI
1478
Disciplined Investments
Oklahoma
$7.11K -$444 -1 -6%
SHIM
1479
Stone House Investment Management
Pennsylvania
$7.11K
FP
1480
Financial Perspectives
Minnesota
$7.11K
MSFP
1481
Mark Sheptoff Financial Planning
Connecticut
$7.11K
TCA
1482
Trifecta Capital Advisors
Illinois
$7.11K
KTC
1483
Kistler-Tiffany Companies
Pennsylvania
$6.67K -$4.44K -10 -40%
MBFW
1484
Morton Brown Family Wealth
Pennsylvania
$6.22K
WWM
1485
Wolff Wiese Magana
California
$5.78K +$889 +2 +18%
SWA
1486
SOA Wealth Advisors
New York
$4.93K
CB
1487
CNB Bank
Pennsylvania
$4.89K
TWI
1488
Thomas White International
Illinois
$4.89K +$1.33K +3 +38%
NMG
1489
New Millennium Group
Utah
$4.07K
SS
1490
Sunbelt Securities
Texas
$4.02K
HBW
1491
Hazlett, Burt & Watson
West Virginia
$4K
AW
1492
Avion Wealth
Texas
$4K +$2.33K +7 +140%
SF
1493
Safeguard Financial
Wisconsin
$4K +$4K +10 New
UFF
1494
USA Financial Formulas
Michigan
$4K
CWA
1495
Carolina Wealth Advisors
South Carolina
$4K
OLVIG
1496
Oliver Lagore Vanvalin Investment Group
Michigan
$3.55K
HI
1497
Hoey Investments
Pennsylvania
$3.11K
GWSA
1498
Global Wealth Strategies & Associates
Colorado
$3.11K
CSC
1499
Caldwell Sutter Capital
California
$3.11K +$3.11K +7 New
RA
1500
Rise Advisors
New York
$2.95K