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Elevance Health
ELV

Overview Fund Activity

1,507 hedge funds and large institutions have $96.8B invested in Elevance Health in 2023 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 556 increasing their positions, 561 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
-34
Holders Change %
-2.21%
% of All Funds
24.12%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
0.78%
New
131
Increased
556
Reduced
561
Closed
132
Calls
$424M
Puts
$434M
Net Calls
-$9.43M
Net Calls Change
+$84.7M

Top Buyers

1
DCP
D1 Capital Partners
New York
+$314M
2
GQG Partners
GQG Partners
Florida
+$298M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$294M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$254M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$226M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.45B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
3
BlackRock
BlackRock
New York
-$328M
4
Capital International Investors
Capital International Investors
California
-$292M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGC
1601
Aspen Grove Capital
Colorado
– -$204K -398 Closed
MPW
1602
Monterey Private Wealth
California
– -$204K -397 Closed
BFAG
1603
Blackston Financial Advisory Group
Florida
– -$202K -394 Closed
CFSG
1604
Clark Financial Services Group
Missouri
– -$202K -393 Closed
MCWS
1605
McKinley Carter Wealth Services
West Virginia
– -$202K -393 Closed
IA
1606
IFG Advisory
Georgia
– -$201K -392 Closed
FMTC
1607
Farmers & Merchants Trust Company
California
– -$200K -390 Closed
SC
1608
Seldon Capital
California
– -$128K -250 Closed
CMBA
1609
C.M. Bidwell & Associates
Hawaii
– -$114K -222 Closed
MS
1610
Madden Securities
Texas
– -$76.9K -150 Closed
Q
1611
QVR
California
– -$61K -119 Closed
WPWM
1612
Western Pacific Wealth Management
Illinois
– -$58.5K -114 Closed
MPCL
1613
My Personal CFO LLC
Washington
– -$58.5K -114 Closed
WHG
1614
Westwood Holdings Group
Texas
– -$57K -111 Closed
RFA
1615
Resurgent Financial Advisors
Georgia
– -$50.8K -99 Closed
R
1616
Rebalance
California
– -$39.1K -77 Closed
3IP
1617
3Chopt Investment Partners
Virginia
– -$38.5K -75 Closed
AWM
1618
Accurate Wealth Management
Florida
– -$33.9K -72 Closed
OWA
1619
One Wealth Advisors
California
– -$35.9K -70 Closed
ACP
1620
Arcus Capital Partners
Georgia
– -$28.2K -55 Closed
VIA
1621
Virtus Investment Advisers
Connecticut
– -$28.2K -55 Closed
DWP
1622
Destiny Wealth Partners
Florida
– -$26.2K -51 Closed
MUMSS
1623
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$21K -40 Closed
BHWM
1624
Beaird Harris Wealth Management
Texas
– -$20.5K -40 Closed
EE
1625
EWG Elevate
California
– -$20K -39 Closed
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