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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1576
Northwest Capital Management
Oregon
$12.3K – – –
FGA
1577
Fortis Group Advisors
New Jersey
$12.3K +$6.13K +13 +100%
PP
1578
PFS Partners
New Jersey
$11.9K – – –
NF
1579
Norwood Financial
Pennsylvania
$11.8K – – –
PPC
1580
Park Place Capital
Alabama
$11.3K -$74K -157 -87%
LIWM
1581
Long Island Wealth Management
New York
$11K +$11K +24 New
CB
1582
CNB Bank
Pennsylvania
$10.4K – – –
WAG
1583
Wiser Advisor Group
Arizona
$9.52K +$9.52K +20 New
DF
1584
Dunhill Financial
United Kingdom
$9.11K +$9.11K +19 New
CTWM
1585
Cherry Tree Wealth Management
Minnesota
$8.96K – – –
CB
1586
Centennial Bank
Arkansas
$8.96K – – –
BWM
1587
BKM Wealth Management
Wisconsin
$8.96K +$8.96K +19 New
LAM
1588
Lummis Asset Management
Texas
$8.49K +$8.49K +18 New
RFS
1589
Richardson Financial Services
Massachusetts
$8.49K +$8.49K +18 New
FP
1590
Financial Perspectives
Minnesota
$8.02K +$472 +1 +6%
AW
1591
Avion Wealth
Texas
$8K +$1.41K +3 +21%
GJIA
1592
Glass Jacobson Investment Advisors
Maryland
$7.55K -$1.42K -3 -16%
MSFP
1593
Mark Sheptoff Financial Planning
Connecticut
$7.55K – – –
WWM
1594
Wolff Wiese Magana
California
$7.55K – – –
SHIM
1595
Stone House Investment Management
Pennsylvania
$7.55K – – –
TCA
1596
Trifecta Capital Advisors
Illinois
$7.55K – – –
CPG
1597
Cornerstone Planning Group
New Jersey
$7.07K -$472 -1 -6%
ITFISA
1598
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.07K +$7.07K +15 New
AWM
1599
Able Wealth Management
New Jersey
$6.71K +$6.71K +14 New
MBFW
1600
Morton Brown Family Wealth
Pennsylvania
$6.6K – – –
62 63
64
65 66