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Elevance Health
ELV

Overview Fund Activity

1,677 hedge funds and large institutions have $105B invested in Elevance Health in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 676 increasing their positions, 592 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,677
Holders Change
-15
Holders Change %
-0.89%
% of All Funds
24.26%
Holding in Top 10
50
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.66%
% of All Funds
0.72%
New
135
Increased
676
Reduced
592
Closed
132
Calls
$620M
Puts
$645M
Net Calls
-$24.4M
Net Calls Change
-$15.8M

Top Buyers

1
Invesco
Invesco
Georgia
+$287M
2
Stifel Financial
Stifel Financial
Missouri
+$280M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$174M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$174M
5
BlackRock
BlackRock
New York
+$171M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$776M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$244M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$199M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$197M
5
TGA
TPG GP A
Texas
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
1626
Trifecta Capital Advisors
Illinois
$8.32K – – –
Twin Tree Management
1627
Twin Tree Management
Texas
$8.32K +$8.32K +16 New
MBFW
1628
Morton Brown Family Wealth
Pennsylvania
$7.28K – – –
FGA
1629
Fortis Group Advisors
New Jersey
$6.76K – – –
FWM
1630
FSA Wealth Management
Massachusetts
$6.76K +$6.76K +13 New
CAM
1631
ClariVest Asset Management
California
$6.49K – – –
CBT
1632
CoreFirst Bank & Trust
Kansas
$6.24K +$6.24K +12 New
GEA
1633
Glen Eagle Advisors
New Jersey
$5.73K – – –
RAM
1634
Ramirez Asset Management
New York
$5.72K – – –
JPWM
1635
Jamison Private Wealth Management
Georgia
$5.42K – – –
DWM
1636
Darwin Wealth Management
Florida
$5.2K +$5.2K +10 New
NMG
1637
New Millennium Group
Utah
$4.79K – – –
SWA
1638
SOA Wealth Advisors
New York
$4.76K – – –
AFG
1639
Albion Financial Group
Utah
$4.68K – – –
CWA
1640
Carolina Wealth Advisors
South Carolina
$4.68K – – –
ETS
1641
ESL Trust Services
New York
$4.16K – – –
CCA
1642
Criterion Capital Advisors
Tennessee
$3.79K – – –
HI
1643
Hoey Investments
Pennsylvania
$3.79K – – –
FC
1644
Fairscale Capital
New Hampshire
$3.64K – – –
TWD
1645
True Wealth Design
Ohio
$3.64K – – –
CSC
1646
Caldwell Sutter Capital
California
$3.64K – – –
GWSA
1647
Global Wealth Strategies & Associates
Colorado
$3.64K – – –
LIM
1648
Longfellow Investment Management
Massachusetts
$3.64K – – –
SS
1649
Sunbelt Securities
Texas
$3.64K +$1.04K +2 +40%
PA
1650
Pineridge Advisors
Missouri
$3.12K -$5.2K -10 -63%
64 65
66
67 68