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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 %
EL
1576
EMFO LLC
Florida
$37.9K – – –
BONH
1577
Bank of New Hampshire
New Hampshire
$37.9K – – –
OAJ
1578
Ogorek Anthony Joseph
New York
$36K – – –
APW
1579
Acima Private Wealth
Virginia
$35.8K – – –
HCP
1580
Hexagon Capital Partners
Arkansas
$35.2K +$542 +1 +2%
FCA
1581
FinTrust Capital Advisors
South Carolina
$33.6K +$10.8K +20 +48%
OIAM
1582
OFI Invest Asset Management
France
$33.4K +$1.52K +3 +5%
RFA
1583
Register Financial Advisors
Georgia
$33.1K – – –
TCM
1584
TD Capital Management
Tennessee
$32.2K – – –
TF
1585
Tompkins Financial
New York
$32K – – –
BHWM
1586
Beaird Harris Wealth Management
Texas
$31.5K – – –
BWAM
1587
Boyd Watterson Asset Management
Ohio
$30.3K – – –
FMB
1588
Field & Main Bank
Kentucky
$29.8K – – –
OWA
1589
Opal Wealth Advisors
New York
$28.2K +$28.2K +52 New
BL
1590
BFSG LLC
California
$27.1K – – –
DFA
1591
DHJJ Financial Advisors
Illinois
$27.1K – – –
BTC
1592
Bank & Trust Company
Illinois
$27.1K +$27.1K +50 New
MFT
1593
Moisand Fitzgerald Tamayo
Florida
$26.6K – – –
HGERS
1594
Householder Group Estate & Retirement Specialist
Arizona
$26K – – –
GFPC
1595
Global Financial Private Client
Florida
$24.9K – – –
DF
1596
Dunhill Financial
United Kingdom
$24.5K +$12.5K +23 +105%
CHA
1597
Carmichael Hill & Associates
Maryland
$24.4K – – –
HNB
1598
Hilltop National Bank
Wyoming
$23.3K – – –
DCM
1599
Davis Capital Management
Florida
$21.9K – – –
VWA
1600
Valued Wealth Advisors
Utah
$21.7K +$2.17K +4 +11%
62 63
64
65 66