ELV icon

Elevance Health
ELV

Overview Fund Activity

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

Top Buyers

1
VAM
Veritas Asset Management
United Kingdom
$503M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
3
Man Group
Man Group
United Kingdom
$228M
4
Barclays
Barclays
United Kingdom
$561M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$489M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$154M
2
Bank of America
Bank of America
North Carolina
$689M
3
GQG Partners
GQG Partners
Florida
$147M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.38B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$3.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
1501
Albion Financial Group
Utah
$2.67K – – –
JFA
1502
JNBA Financial Advisors
Minnesota
$2.22K – – –
LIM
1503
Longfellow Investment Management
Massachusetts
$2.22K +$2.22K +5 New
TFGT
1504
TS Financial Group (TSFG)
Illinois
$2K +$400 +1 +25%
FGAM
1505
Financial Gravity Asset Management
Texas
$1.91K -$69 -16 -3%
GEA
1506
Glen Eagle Advisors
New Jersey
$1.78K – – –
TWD
1507
True Wealth Design
Ohio
$1.78K – – –
HWP
1508
Highline Wealth Partners
California
$1.78K -$444 -1 -20%
CA
1509
Crewe Advisors
Utah
$1.33K -$12.4K -28 -90%
FSWA
1510
Financial Synergies Wealth Advisors
Texas
$1.33K – – –
CCP
1511
Cunning Capital Partners
North Carolina
$1.28K -$1.32M -2,880 Closed
CA
1512
Centerpoint Advisors
Massachusetts
$1K – – –
TFM
1513
TFC Financial Management
Massachusetts
$891 -$8.91K -20 -91%
DWA
1514
Delos Wealth Advisors
Texas
$889 – – –
2L
1515
25 LLC
Missouri
$836 – – –
Comerica Bank
1516
Comerica Bank
Texas
$39 +$39 +256,863 New
EWP
1517
Elevation Wealth Partners
California
$10 -$11 – –
ZIC
1518
ZWJ Investment Counsel
Georgia
– -$43.7M -95,142 Closed
JPMPWA
1519
J.P. Morgan Private Wealth Advisors
California
– -$29.1M -63,238 Closed
PR
1520
Payden & Rygel
California
– -$18.8M -40,900 Closed
CPC
1521
Cookson Peirce & Co
Pennsylvania
– -$18M -39,042 Closed
DCM
1522
Discovery Capital Management
Connecticut
– -$16.7M -36,400 Closed
PHP
1523
Parkman Healthcare Partners
Connecticut
– -$9.95M -21,643 Closed
GCM
1524
Glenview Capital Management
New York
– -$5.46M -11,867 Closed
PCM
1525
Portolan Capital Management
Massachusetts
– -$3.23M -7,030 Closed
59 60
61
62 63