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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 %
IWA
1526
IBEX Wealth Advisors
New Jersey
$94.3K -$1.78M -3,278 -95%
CBT
1527
Central Bank & Trust
Kentucky
$91K – – –
CSB
1528
City State Bank
Iowa
$89.4K +$10.8K +20 +14%
SC
1529
Stephens Consulting
Michigan
$88.9K – – –
AWM
1530
AllSquare Wealth Management
New York
$86.7K – – –
MWA
1531
MFA Wealth Advisors
Pennsylvania
$86.2K +$86.2K +159 New
GKIM
1532
GW&K Investment Management
Massachusetts
$85K +$14.6K +27 +21%
MHR
1533
Matthew Hamilton Rosenberg
$85K – – –
DPW
1534
DiNuzzo Private Wealth
Pennsylvania
$83.4K +$1.63K +3 +2%
CAS
1535
Coppell Advisory Solutions
Texas
$82.9K +$82.9K +153 New
SL
1536
Salomon & Ludwin
Virginia
$81.8K -$937K -1,730 -92%
OIA
1537
Optimum Investment Advisors
Illinois
$81.3K – – –
VCM
1538
Versant Capital Management
Arizona
$81.3K +$41.7K +77 +105%
CMP
1539
Coston McIsaac & Partners
Maine
$81K – – –
WPWM
1540
Western Pacific Wealth Management
Illinois
$76.9K +$11.4K +21 +17%
CJ
1541
Caitlin John
Michigan
$73.7K -$2.17K -4 -3%
FMP
1542
Financial Management Professionals
Texas
$73K – – –
QL
1543
Quarry LP
New York
$72.6K +$72.6K +134 New
ICM
1544
Islay Capital Management
Texas
$68.8K – – –
MTIC
1545
Missouri Trust & Investment Company
Missouri
$67.7K -$13.5K -25 -17%
FUBT
1546
First United Bank & Trust
Maryland
$67.7K – – –
RA
1547
Rise Advisors
New York
$67.6K +$541 +1 +0.8%
JFGIW
1548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$66.7K +$2.17K +4 +3%
RTC
1549
Riverview Trust Company
Washington
$66.1K – – –
WAG
1550
Wiser Advisor Group
Arizona
$65.4K +$54.6K +101 +505%
60 61
62
63 64