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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 %
TCG
1601
Transcendent Capital Group
Oklahoma
$21.7K – – –
WB
1602
Webster Bank
Connecticut
$21.7K – – –
MCM
1603
MidAtlantic Capital Management
Virginia
$21.7K – – –
GI
1604
Gradient Investments
Minnesota
$21.7K +$16.8K +31 +344%
AF
1605
Arrow Financial
New York
$21.1K – – –
CYG
1606
Clean Yield Group
Vermont
$21.1K – – –
SAG
1607
Spotlight Asset Group
Illinois
$20.6K – – –
GG
1608
Gleason Group
Kentucky
$20.5K +$3.78K +7 +23%
AP
1609
Atwood & Palmer
Missouri
$20K – – –
APC
1610
Aspire Private Capital
North Carolina
$20K -$5.4K -10 -21%
SR
1611
Syntax Research
Florida
$19.8K – – –
CA
1612
Crewe Advisors
Utah
$19K -$23.3K -43 -55%
TH
1613
TCTC Holdings
Texas
$19K – – –
HWA
1614
HHM Wealth Advisors
Tennessee
$17.9K +$1.08K +2 +6%
CTWM
1615
Cherry Tree Wealth Management
Minnesota
$17.9K +$7.59K +14 +74%
AAG
1616
Armstrong Advisory Group
Massachusetts
$17.9K +$17.9K +33 New
ITFISA
1617
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.3K – – –
PG
1618
Proffitt & Goodson
Tennessee
$16.8K -$5.42K -10 -24%
AP
1619
Aspect Partners
Virginia
$16.8K – – –
TCM
1620
Tradewinds Capital Management
Washington
$16.3K – – –
GWSG
1621
GPS Wealth Strategies Group
Colorado
$16.3K – – –
NRG
1622
Nemes Rush Group
Michigan
$15.7K – – –
WWP
1623
WR Wealth Planners
Missouri
$15.7K +$6.5K +12 +71%
TIM
1624
Tortoise Investment Management
New York
$15.2K – – –
AW
1625
Avion Wealth
Texas
$15K +$1.55K +3 +12%
63 64
65
66 67