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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 %
NCM
1626
Northwest Capital Management
Oregon
$14.1K – – –
S
1627
Sachetta
Massachusetts
$13.9K +$9.65K +18 +225%
PP
1628
PFS Partners
New Jersey
$13.7K – – –
CB
1629
CNB Bank
Pennsylvania
$13K – – –
FW
1630
Fairway Wealth
Ohio
$12.5K +$12.5K +23 New
CCM
1631
Chilton Capital Management
Texas
$11.9K +$8.13K +15 +214%
NMM
1632
Naples Money Management
Florida
$10.2K +$535 +1 +6%
LAM
1633
Lummis Asset Management
Texas
$9.75K – – –
CPG
1634
Cornerstone Planning Group
New Jersey
$9.42K +$1.57K +3 +20%
TCA
1635
Trifecta Capital Advisors
Illinois
$8.67K – – –
RWA
1636
Redmont Wealth Advisors
Illinois
$8.67K – – –
GJIA
1637
Glass Jacobson Investment Advisors
Maryland
$8.67K – – –
SHIM
1638
Stone House Investment Management
Pennsylvania
$8.67K – – –
MSFP
1639
Mark Sheptoff Financial Planning
Connecticut
$8.67K – – –
WWM
1640
Wolff Wiese Magana
California
$8.67K – – –
RFS
1641
Richardson Financial Services
Massachusetts
$8.67K +$2.17K +4 +33%
PA
1642
Pineridge Advisors
Missouri
$8.67K +$5.42K +10 +167%
BCMLT
1643
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.14K +$2.71K +5 +50%
W
1644
WealthCollab
Washington
$7.59K – – –
MBFW
1645
Morton Brown Family Wealth
Pennsylvania
$7.07K – – –
FGA
1646
Fortis Group Advisors
New Jersey
$7.04K – – –
FFA
1647
Frazier Financial Advisors
Ohio
$6.55K +$545 +1 +9%
TWP
1648
Triad Wealth Partners
Kansas
$6.5K +$6.5K +12 New
CAM
1649
ClariVest Asset Management
California
$6.49K -$15.7K -29 -71%
GEA
1650
Glen Eagle Advisors
New Jersey
$5.97K +$3.8K +7 +175%
64 65
66
67 68