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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1576
HHM Wealth Advisors
Tennessee
$16.1K -$7.78K -15 -33%
AP
1577
Aspect Partners
Virginia
$16.1K – – –
GG
1578
Gleason Group
Kentucky
$16K – – –
ITFISA
1579
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$15.9K +$8.45K +17 +113%
TCM
1580
Tradewinds Capital Management
Washington
$15.6K +$15.6K +30 New
GWSG
1581
GPS Wealth Strategies Group
Colorado
$15.6K – – –
NRG
1582
Nemes Rush Group
Michigan
$15K -$9.33K -18 -38%
TIM
1583
Tortoise Investment Management
New York
$14.5K – – –
DCP
1584
Distillate Capital Partners
Illinois
$14K – – –
AW
1585
Avion Wealth
Texas
$14K +$4.85K +9 +53%
NCM
1586
Northwest Capital Management
Oregon
$13.5K – – –
PP
1587
PFS Partners
New Jersey
$13.1K – – –
NF
1588
Norwood Financial
Pennsylvania
$13K – – –
CB
1589
CNB Bank
Pennsylvania
$12.4K +$1.04K +2 +9%
DF
1590
Dunhill Financial
United Kingdom
$11.6K +$1.58K +3 +16%
WAG
1591
Wiser Advisor Group
Arizona
$10.5K – – –
CTWM
1592
Cherry Tree Wealth Management
Minnesota
$9.85K – – –
CB
1593
Centennial Bank
Arkansas
$9.85K – – –
LAM
1594
Lummis Asset Management
Texas
$9.33K – – –
NMM
1595
Naples Money Management
Florida
$9.33K +$2.59K +5 +38%
WWP
1596
WR Wealth Planners
Missouri
$8.82K +$8.82K +17 New
SHIM
1597
Stone House Investment Management
Pennsylvania
$8.3K – – –
WWM
1598
Wolff Wiese Magana
California
$8.3K – – –
TCA
1599
Trifecta Capital Advisors
Illinois
$8.3K – – –
MSFP
1600
Mark Sheptoff Financial Planning
Connecticut
$8.3K – – –
62 63
64
65 66