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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
1501
GW&K Investment Management
Massachusetts
$67K +$30.9K +60 +86%
ICM
1502
Islay Capital Management
Texas
$65.9K – – –
FUBT
1503
First United Bank & Trust
Maryland
$64.8K – – –
RA
1504
Rise Advisors
New York
$64.5K +$60.9K +117 +1,671%
RTC
1505
Riverview Trust Company
Washington
$63.3K +$63.3K +122 New
WPWM
1506
Western Pacific Wealth Management
Illinois
$62.7K +$62.7K +121 New
JFGIW
1507
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61.7K -$79.3K -153 -56%
OA
1508
Operose Advisors
Wisconsin
$61.2K – – –
CAC
1509
Core Alternative Capital
Georgia
$59.6K -$16.1K -31 -21%
MWM
1510
Mascoma Wealth Management
New Hampshire
$59.6K – – –
CWC
1511
Carolinas Wealth Consulting
North Carolina
$57.4K +$22.2K +43 +63%
OC
1512
Oakworth Capital
Alabama
$57K – – –
JGIA
1513
Jackson Grant Investment Advisers
Connecticut
$56.5K – – –
TC
1514
Tacita Capital
Ontario, Canada
$55K – – –
OCM
1515
Orion Capital Management
California
$54.4K – – –
NIC
1516
Northwest Investment Counselors
Oregon
$54.4K +$54.4K +105 New
IWP
1517
IAG Wealth Partners
Wisconsin
$53.9K -$13.5K -26 -20%
AIM
1518
Arcadia Investment Management
Michigan
$51.9K – – –
BWL
1519
Bogart Wealth LLC
Virginia
$51.3K +$36.3K +70 +241%
SVCP
1520
Silicon Valley Capital Partners
California
$46.8K – – –
RFG
1521
RFP Financial Group
Georgia
$46.7K -$3.11K -6 -6%
TSWM
1522
Tyler-Stone Wealth Management
Ohio
$45.6K – – –
AWM
1523
Abound Wealth Management
Tennessee
$45.5K +$1.55K +3 +4%
PWMG
1524
Private Wealth Management Group
New Jersey
$44.6K – – –
GGI
1525
Godsey & Gibb Inc
Virginia
$44.4K – – –
59 60
61
62 63