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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 %
CWA
1626
Carolina Wealth Advisors
South Carolina
$4.67K – – –
MIM
1627
Macroview Investment Management
Maryland
$4.24K – – –
OLVIG
1628
Oliver Lagore Vanvalin Investment Group
Michigan
$4.15K – – –
HBW
1629
Hazlett, Burt & Watson
West Virginia
$4K – – –
S
1630
Sachetta
Massachusetts
$3.77K – – –
LTI
1631
Laffer Tengler Investments
Tennessee
$3.73K +$3.73K +7 New
LIM
1632
Longfellow Investment Management
Massachusetts
$3.63K – – –
CSC
1633
Caldwell Sutter Capital
California
$3.63K – – –
GWSA
1634
Global Wealth Strategies & Associates
Colorado
$3.63K – – –
CCM
1635
Chilton Capital Management
Texas
$3.63K – – –
CCA
1636
Criterion Capital Advisors
Tennessee
$3.63K – – –
HI
1637
Hoey Investments
Pennsylvania
$3.63K – – –
TWD
1638
True Wealth Design
Ohio
$3.63K +$1.56K +3 +75%
SIM
1639
Studio Investment Management
Illinois
$3.63K +$3.63K +7 New
PA
1640
Pineridge Advisors
Missouri
$3.11K -$12.4K -24 -80%
TFM
1641
TFC Financial Management
Massachusetts
$2.6K +$519 +1 +25%
JFA
1642
JNBA Financial Advisors
Minnesota
$2.59K – – –
SMI
1643
Shelter Mutual Insurance
Missouri
$2.59K +$2.59K +5 New
HFS
1644
Horizon Financial Services
North Carolina
$2.59K +$2.59K +5 New
BHWM
1645
Bay Harbor Wealth Management
Maryland
$2.59K – – –
FSWA
1646
Financial Synergies Wealth Advisors
Texas
$2.08K +$519 +1 +33%
HWP
1647
Highline Wealth Partners
California
$2.07K – – –
WA
1648
WestEnd Advisors
North Carolina
$2.07K – – –
PIS
1649
POM Investment Strategies
North Carolina
$2.07K – – –
GEA
1650
Glen Eagle Advisors
New Jersey
$2.07K – – –
64 65
66
67 68