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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 %
LIM
1626
Longfellow Investment Management
Massachusetts
$3.3K – – –
CCA
1627
Criterion Capital Advisors
Tennessee
$3.3K +$3.3K +7 New
CCM
1628
Chilton Capital Management
Texas
$3.3K +$3.3K +7 New
RA
1629
Rise Advisors
New York
$3.15K – – –
FFA
1630
Frazier Financial Advisors
Ohio
$2.85K +$2.85K +6 New
AFG
1631
Albion Financial Group
Utah
$2.83K – – –
BCMLT
1632
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.61K -$6.1K -14 -70%
JFA
1633
JNBA Financial Advisors
Minnesota
$2.36K – – –
BHWM
1634
Bay Harbor Wealth Management
Maryland
$2.36K -$70.7K -150 -97%
TFM
1635
TFC Financial Management
Massachusetts
$1.89K +$945 +2 +100%
TWD
1636
True Wealth Design
Ohio
$1.89K – – –
HWP
1637
Highline Wealth Partners
California
$1.89K -$10.4K -22 -85%
GEA
1638
Glen Eagle Advisors
New Jersey
$1.89K – – –
WA
1639
WestEnd Advisors
North Carolina
$1.89K +$472 +1 +33%
PIS
1640
POM Investment Strategies
North Carolina
$1.89K +$1.89K +4 New
FGAM
1641
Financial Gravity Asset Management
Texas
$1.71K +$1.71K +2 New
FSWA
1642
Financial Synergies Wealth Advisors
Texas
$1.54K -$513 -1 -25%
DWA
1643
Delos Wealth Advisors
Texas
$944 – – –
IPW
1644
Impact Partnership Wealth
Georgia
$472 -$4.25K -9 -90%
RS
1645
Rakuten Securities
Japan
$472 +$472 +1 New
DWM
1646
Dogwood Wealth Management
Kansas
$21 – – –
EWP
1647
Elevation Wealth Partners
California
$10 -$10 – –
FCM
1648
Farallon Capital Management
California
– -$166M -381,330 Closed
SC
1649
Samlyn Capital
New York
– -$54.2M -124,507 Closed
KPM
1650
Kinetic Partners Management
Florida
– -$50.2M -115,200 Closed
64 65
66
67 68