ELV icon

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 %
PCMC
1651
Planning Capital Management Corporation
Pennsylvania
$5.96K – – –
RAM
1652
Ramirez Asset Management
New York
$5.96K – – –
JPWM
1653
Jamison Private Wealth Management
Georgia
$5.63K – – –
NMG
1654
New Millennium Group
Utah
$4.99K +$4.99K +9 New
SWA
1655
SOA Wealth Advisors
New York
$4.96K -$1.1K -2 -18%
AFG
1656
Albion Financial Group
Utah
$4.88K – – –
CWA
1657
Carolina Wealth Advisors
South Carolina
$4.88K – – –
EFP
1658
EnRich Financial Partners
Wisconsin
$4.88K +$4.88K +9 New
ECM
1659
Everence Capital Management
Indiana
$4.76K – – –
ETS
1660
ESL Trust Services
New York
$4.34K +$4.34K +8 New
HBW
1661
Hazlett, Burt & Watson
West Virginia
$4K – – –
FCG
1662
Financial Connections Group
California
$4K – – –
LTI
1663
Laffer Tengler Investments
Tennessee
$3.91K – – –
FC
1664
Fairscale Capital
New Hampshire
$3.87K +$3.87K +7 New
TWD
1665
True Wealth Design
Ohio
$3.79K – – –
CCA
1666
Criterion Capital Advisors
Tennessee
$3.79K – – –
HI
1667
Hoey Investments
Pennsylvania
$3.79K – – –
CSC
1668
Caldwell Sutter Capital
California
$3.79K – – –
GWSA
1669
Global Wealth Strategies & Associates
Colorado
$3.79K – – –
LIM
1670
Longfellow Investment Management
Massachusetts
$3.79K – – –
SFC
1671
Strategic Financial Concepts
Texas
$3.35K +$3.35K +55,241 New
SS
1672
Sunbelt Securities
Texas
$2.75K -$2.2K -4 -44%
TFM
1673
TFC Financial Management
Massachusetts
$2.71K – – –
JFA
1674
JNBA Financial Advisors
Minnesota
$2.71K – – –
RAM
1675
Riggs Asset Management
Pennsylvania
$2.71K +$1.63K +3 +150%
65 66
67
68 69