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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
OPCM
1576
Osborne Partners Capital Management
California
-$249K -561 Closed
GC
1577
Gilbert & Cook
Iowa
-$248K -559 Closed
FTWA
1578
Fifth Third Wealth Advisors
Ohio
-$234K -526 Closed
ONST
1579
Old North State Trust
North Carolina
-$228K -513 Closed
BIM
1580
Baldwin Investment Management
Pennsylvania
-$223K -503 Closed
BC
1581
Brookfield Corp
Ontario, Canada
-$223K -501 Closed
CAS
1582
CTC Alternative Strategies
Illinois
-$222K -500 Closed
MHWM
1583
Montz Harcus Wealth Management
Louisiana
-$216K -486 Closed
RP
1584
Riverwater Partners
Wisconsin
-$216K -486 Closed
TF
1585
Trek Financial
Arizona
-$207K -465 Closed
PFM
1586
Phillips Financial Management
Indiana
-$206K -463 Closed
FPCG
1587
Forum Private Client Group
Indiana
-$205K -462 Closed
EW
1588
Evoke Wealth
California
-$205K -462 Closed
SA
1589
Scarborough Advisors
Maryland
-$204K -459 Closed
ILI
1590
Invesco LLC (Illinois)
Illinois
-$204K -459 Closed
MW
1591
Marcum Wealth
Ohio
-$203K -458 Closed
AIA
1592
AIMZ Investment Advisors
California
-$203K -456 Closed
SRC
1593
Sage Rhino Capital
California
-$201K -452 Closed
TIA
1594
Trust Investment Advisors
Indiana
-$201K -452 Closed
BAM
1595
Byrne Asset Management
New Jersey
-$162K -365 Closed
SSG
1596
Summit Securities Group
New York
-$137K -309 Closed
PIAS
1597
PCA Investment Advisory Services
Ohio
-$114K -256 Closed
OPTFSNA
1598
Old Point Trust & Financial Services N A
Virginia
-$96.9K -218 Closed
TFP
1599
Tilia Fiduciary Partners
North Carolina
-$80K -180 Closed
IGWM
1600
ICA Group Wealth Management
Colorado
-$65.8K -148 Closed