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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 %
IWN
1476
Independent Wealth Network
Iowa
$202K +$202K +372 New
RPGK
1477
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +371 New
BFM
1478
Boothbay Fund Management
New York
$201K +$201K +371 New
FDDB
1479
Fidelity D&D Bancorp
Pennsylvania
$201K +$201K +371 New
CFSG
1480
Clark Financial Services Group
Missouri
$201K +$201K +371 New
DAM
1481
Delta Asset Management
Tennessee
$200K – – –
AWM
1482
Atticus Wealth Management
Florida
$189K – – –
PO
1483
Private Ocean
California
$189K +$11.9K +22 +7%
ANBT
1484
American National Bank & Trust
Texas
$186K +$14.1K +26 +8%
AGWCA
1485
Annis Gardner Whiting Capital Advisors
Florida
$184K +$2.17K +4 +1%
OC
1486
Oakworth Capital
Alabama
$183K +$124K +228 +207%
RA
1487
Rational Advisors
New York
$179K +$179K +331 New
KA
1488
Kozak & Associates
Colorado
$177K +$7.43K +14 +4%
SWM
1489
Sugarloaf Wealth Management
Georgia
$176K +$543 +1 +0.3%
SCA
1490
Stuart Chaussee & Associates
California
$172K – – –
WTA
1491
Washington Trust Advisors
Massachusetts
$170K – – –
HWMC
1492
Heritage Wealth Management (California)
California
$170K +$170K +313 New
BGAI
1493
Bruce G. Allen Investments
Colorado
$169K +$24.9K +46 +17%
HGA
1494
Hobbs Group Advisors
South Carolina
$165K +$165K +304 New
MFC
1495
Mechanics Financial Corp
Ohio
$163K – – –
SA
1496
Scarborough Advisors
Maryland
$163K +$54.2K +100 +50%
BC
1497
Belmont Capital
California
$163K +$163K +300 New
CM
1498
Caption Management
Oklahoma
$163K +$163K +300 New
TCOV
1499
Trust Company of Vermont
Vermont
$162K +$126K +232 +346%
JWA
1500
JFS Wealth Advisors
Pennsylvania
$160K +$9.21K +17 +6%
58 59
60
61 62