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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
1526
ORG Partners
Indiana
$61.9K – – –
CAC
1527
Core Alternative Capital
Georgia
$59.8K – – –
TC
1528
Tacita Capital
Ontario, Canada
$57.7K +$2.6K +5 +5%
JGIA
1529
Jackson Grant Investment Advisers
Connecticut
$56.7K – – –
KOCAA
1530
Knights of Columbus Asset Advisors
Connecticut
$56.7K +$56.7K +109 New
NIC
1531
Northwest Investment Counselors
Oregon
$54.6K +$54.6K +105 New
IWP
1532
IAG Wealth Partners
Wisconsin
$54.1K – – –
AIM
1533
Arcadia Investment Management
Michigan
$52K – – –
FCM
1534
Fourpath Capital Management
Oklahoma
$52K +$52K +100 New
PB
1535
Pinnacle Bancorp
Nebraska
$51K +$9.88K +19 +24%
BWL
1536
Bogart Wealth LLC
Virginia
$50.4K -$1.04K -2 -2%
LWA
1537
Lowe Wealth Advisors
Maryland
$50.4K +$50.4K +97 New
HCP
1538
Hexagon Capital Partners
Arkansas
$49.4K +$15.6K +30 +46%
PWMG
1539
Private Wealth Management Group
New Jersey
$48.9K – – –
AWM
1540
Abound Wealth Management
Tennessee
$48.2K +$3.63K +7 +8%
SVCP
1541
Silicon Valley Capital Partners
California
$47.2K +$518 +1 +1%
GGI
1542
Godsey & Gibb Inc
Virginia
$44.6K – – –
PFG
1543
Peterson Financial Group
Iowa
$44.3K +$44.3K +85 New
CA
1544
CoreCap Advisors
Michigan
$44.2K +$44.2K +85 New
FMP
1545
Financial Management Professionals
Texas
$40K -$30.5K -58 -43%
M
1546
MOTCO
Texas
$39K -$5.2K -10 -12%
FMII
1547
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
MWM
1548
Mascoma Wealth Management
New Hampshire
$39K – – –
GPI
1549
General Partner Inc
Pennsylvania
$39K – – –
CWC
1550
Carolinas Wealth Consulting
North Carolina
$37.9K +$1.04K +2 +3%
60 61
62
63 64