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Elevance Health

1,582 hedge funds and large institutions have $76.2B invested in Elevance Health in 2024 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 468 increasing their positions, 727 reducing their positions, and 280 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,582
Holders Change
-95
Holders Change %
-5.66%
% of All Funds
21.06%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.51%
New
216
Increased
468
Reduced
727
Closed
280
Calls
$677M
Puts
$619M
Net Calls
+$57.5M
Net Calls Change
+$81.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWMI
1501
Legacy Wealth Management (Idaho)
Idaho
$7.83K +$7.05K +18 +900%
LIS
1502
Legacy Investment Solutions
Idaho
$7.83K +$7.05K +18 +900%
LFASL
1503
Lugano Financial Advisors SA (LFA)
Switzerland
$7.38K
GJIA
1504
Glass Jacobson Investment Advisors
Maryland
$7.38K +$1.48K +4 +25%
RPA
1505
Redwood Park Advisors
California
$7.38K +$7.38K +20 New
CPA
1506
Compass Planning Associates
Massachusetts
$7.08K +$7.08K +19 New
SIM
1507
Synergy Investment Management
Florida
$7.01K +$7.01K +19 New
HNW
1508
High Note Wealth
Minnesota
$7.01K +$7.01K +19 New
AW
1509
Avion Wealth
Texas
$7K -$3.85K -11 -35%
HBW
1510
Hazlett, Burt & Watson
West Virginia
$7K -$3.89K -10 -36%
LAM
1511
Lummis Asset Management
Texas
$6.64K
PIS
1512
POM Investment Strategies
North Carolina
$6.27K +$4.8K +13 +325%
TFM
1513
TFC Financial Management
Massachusetts
$5.91K +$4.06K +11 +220%
TCA
1514
Trifecta Capital Advisors
Illinois
$5.9K
WWP
1515
WR Wealth Planners
Missouri
$5.9K -$2.21K -6 -27%
MSFP
1516
Mark Sheptoff Financial Planning
Connecticut
$5.9K
DF
1517
Dunhill Financial
United Kingdom
$5.74K -$19.7K -55 -77%
WWM
1518
Wolff Wiese Magana
California
$5.53K -$5.53K -15 -50%
NC
1519
NewSquare Capital
Pennsylvania
$5.53K +$5.53K +15 New
RFS
1520
Richardson Financial Services
Massachusetts
$5.53K -$369 -1 -6%
SO
1521
Sierra Ocean
California
$5.19K +$5.19K +14 New
MBFW
1522
Morton Brown Family Wealth
Pennsylvania
$5.17K
PWA
1523
Physician Wealth Advisors
Utah
$5.17K +$5.17K +14 New
FWM
1524
FSA Wealth Management
Massachusetts
$4.8K
FGA
1525
Fortis Group Advisors
New Jersey
$4.8K