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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 %
W
1601
WealthCollab
Washington
$6.6K +$6.6K +14 New
AFWM
1602
Abich Financial Wealth Management
Virginia
$6.32K +$6.32K +13 New
DEM
1603
Disciplined Equity Management
Florida
$6.13K +$6.13K +13 New
NMM
1604
Naples Money Management
Florida
$6.13K +$6.13K +13 New
KFS
1605
Kelly Financial Services
Massachusetts
$6.13K +$6.13K +13 New
FWM
1606
FSA Wealth Management
Massachusetts
$6K +$6K +13 New
CBT
1607
CoreFirst Bank & Trust
Kansas
$5.66K – – –
SWA
1608
SOA Wealth Advisors
New York
$5.25K – – –
PCMC
1609
Planning Capital Management Corporation
Pennsylvania
$5.19K +$5.19K +11 New
RAM
1610
Ramirez Asset Management
New York
$5.19K – – –
FRA
1611
Frank Rimerman Advisors
California
$5.19K +$5.19K +11 New
JPWM
1612
Jamison Private Wealth Management
Georgia
$4.87K – – –
TVAMP
1613
Tennessee Valley Asset Management Partners
Tennessee
$4.86K +$4.86K +10 New
CIR
1614
Clear Investment Research
Georgia
$4.72K +$4.72K +10 New
NMG
1615
New Millennium Group
Utah
$4.33K – – –
RIM
1616
Rockbridge Investment Management
New York
$4.25K +$4.25K +9 New
CWA
1617
Carolina Wealth Advisors
South Carolina
$4.24K – – –
HBW
1618
Hazlett, Burt & Watson
West Virginia
$4K – – –
VWA
1619
Valued Wealth Advisors
Utah
$3.95K +$3.95K +9 New
MIM
1620
Macroview Investment Management
Maryland
$3.85K -$4.33K -9 -53%
S
1621
Sachetta
Massachusetts
$3.77K +$3.77K +8 New
OLVIG
1622
Oliver Lagore Vanvalin Investment Group
Michigan
$3.77K – – –
CSC
1623
Caldwell Sutter Capital
California
$3.3K – – –
HI
1624
Hoey Investments
Pennsylvania
$3.3K – – –
GWSA
1625
Global Wealth Strategies & Associates
Colorado
$3.3K – – –
63 64
65
66 67