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Elevance Health
ELV

1,602 hedge funds and large institutions have $76.5B invested in Elevance Health in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 472 increasing their positions, 735 reducing their positions, and 281 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $677M | Put options by funds: $619M

0.4% more ownership

Funds ownership: 89.24% → 89.64% (+0.4%)

5% less funds holding

Funds holding: 1,693 → 1,602 (-91)

21% less first-time investments, than exits

New positions opened: 221 | Existing positions closed: 281

25% less funds holding in top 10

Funds holding in top 10: 51 → 38 (-13)

28% less capital invested

Capital invested by funds: $107B → $76.5B (-$30.4B)

36% less repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 735

Holders
1,602
Holders Change
-91
Holders Change %
-5.38%
% of All Funds
21.1%
Holding in Top 10
38
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-25.49%
% of All Funds
0.5%
New
221
Increased
472
Reduced
735
Closed
281
Calls
$677M
Puts
$619M
Net Calls
+$57.5M
Net Calls Change
+$81.9M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$793M
2
Harris Associates
Harris Associates
Illinois
+$762M
3
OAG
Orbis Allan Gray
Bermuda
+$529M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$435M
5
BCI
Brinker Capital Investments
Pennsylvania
+$375M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.02B
2
Ameriprise
Ameriprise
Minnesota
-$784M
3
JP Morgan Chase
JP Morgan Chase
New York
-$394M
4
Bank of America
Bank of America
North Carolina
-$357M
5
Goldman Sachs
Goldman Sachs
New York
-$295M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1576
Horizon Financial Services
North Carolina
$1.84K – – –
JFA
1577
JNBA Financial Advisors
Minnesota
$1.84K – – –
BFPW
1578
BOK Financial Private Wealth
Colorado
$1.84K +$2.09K +5 New
CIAS
1579
CBIZ Investment Advisory Services
Ohio
$1.84K +$2.09K +5 New
T
1580
Transce3nd
Texas
$1.84K +$2.09K +5 New
WW
1581
Winnow Wealth
Texas
$1.81K +$2.09K +5 New
BA
1582
Bellwether Advisors
Nebraska
$1.48K +$1.67K +4 New
EPAM
1583
Evelyn Partners Asset Management
$1.48K +$1.67K +4 New
MFG
1584
Menard Financial Group
Texas
$1.48K +$1.67K +4 New
S
1585
Sachetta
Massachusetts
$1.11K -$10K -24 -89%
CCM
1586
Chilton Capital Management
Texas
$1.11K -$7.95K -19 -86%
WA
1587
WestEnd Advisors
North Carolina
$1.11K – – –
NWWA
1588
New Wave Wealth Advisors
Arkansas
$1.11K +$1.25K +3 New
PWM
1589
Parkworth Wealth Management
California
$1.11K +$1.25K +3 New
SC
1590
Swan Capital
Florida
$1.11K +$1.25K +3 New
PMAM
1591
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
BCMLT
1592
Beacon Capital Management LLC (Tennessee)
Tennessee
$743 -$6.7K -16 -89%
RAM
1593
Riggs Asset Management
Pennsylvania
$738 -$1.25K -3 -60%
AWM
1594
Activest Wealth Management
Florida
$738 +$837 +2 New
FGC
1595
Financial Gravity Companies
Texas
$738 +$837 +2 New
JAM
1596
JCIC Asset Management
Ontario, Canada
$738 +$837 +2 New
SMAM
1597
Sugar Maple Asset Management
Wisconsin
$738 +$837 +2 New
CAM
1598
Chesapeake Asset Management
New York
$737 – – –
Parallax Volatility Advisers
1599
Parallax Volatility Advisers
California
$369 -$1.79M -4,283 -100%
DRP
1600
Decker Retirement Planning
Utah
$369 +$418 +1 New
62 63
64
65 66

ELV Hedge Fund Activity: Q4 2024 in Review

1,602 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q4 2024, worth a combined $76.5B — down 28% from $107B a quarter earlier.

Sellers outnumbered buyers: 281 funds closed out of ELV and 221 opened new positions — a net loss of 60 holders — while 735 trimmed existing stakes and 472 added.

The largest buyer was Wellington Management Group, adding an estimated $793M. The largest seller was Fidelity Investments, cutting an estimated $1.02B.

  • 1,602 institutional investors held Elevance Health (ELV) as of Q4 2024, down from 1,693 in Q3 2024.
  • Funds reported $76.5B of Elevance Health stock for Q4 2024, down 28% quarter-over-quarter.
  • 221 funds opened new Elevance Health positions in Q4 2024 and 281 closed out, a net change of -60 holders.
  • The largest Elevance Health buyer in Q4 2024 was Wellington Management Group, an estimated $793M added.
  • The largest Elevance Health seller in Q4 2024 was Fidelity Investments, an estimated $1.02B sold.

Based on aggregated 13F filings for Q4 2024.