ELV icon

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 %
GJIA
1601
Glass Jacobson Investment Advisors
Maryland
$8.3K – – –
WCM
1602
Westend Capital Management
California
$8.3K +$8.3K +16 New
RWA
1603
Redmont Wealth Advisors
Illinois
$8.3K +$8.3K +16 New
OP
1604
ORG Partners
Indiana
$8.26K -$35.6K -69 -81%
CPG
1605
Cornerstone Planning Group
New Jersey
$7.91K – – –
MBFW
1606
Morton Brown Family Wealth
Pennsylvania
$7.26K – – –
W
1607
WealthCollab
Washington
$7.26K – – –
FGA
1608
Fortis Group Advisors
New Jersey
$6.74K -$6.74K -13 -50%
FWM
1609
FSA Wealth Management
Massachusetts
$6.74K – – –
FGAM
1610
Financial Gravity Asset Management
Texas
$6.67K +$5.65K +11 +550%
RFS
1611
Richardson Financial Services
Massachusetts
$6.22K -$3.11K -6 -33%
CBT
1612
CoreFirst Bank & Trust
Kansas
$6.22K – – –
SWA
1613
SOA Wealth Advisors
New York
$5.78K – – –
FFA
1614
Frazier Financial Advisors
Ohio
$5.74K +$2.61K +5 +83%
FRA
1615
Frank Rimerman Advisors
California
$5.7K – – –
RAM
1616
Ramirez Asset Management
New York
$5.7K – – –
PCMC
1617
Planning Capital Management Corporation
Pennsylvania
$5.7K – – –
JPWM
1618
Jamison Private Wealth Management
Georgia
$5.37K – – –
BCMLT
1619
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.19K +$2.07K +4 +67%
FCG
1620
Financial Connections Group
California
$5K +$5K +9 New
SS
1621
Sunbelt Securities
Texas
$4.74K -$26.3K -50 -85%
ECM
1622
Everence Capital Management
Indiana
$4.67K – – –
GI
1623
Gradient Investments
Minnesota
$4.67K -$9.85K -19 -68%
AFG
1624
Albion Financial Group
Utah
$4.67K +$1.56K +3 +50%
PCWA
1625
Pacific Capital Wealth Advisors
California
$4.67K +$4.67K +9 New
63 64
65
66 67