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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 %
CAM
1651
Creekmur Asset Management
Illinois
$3.12K +$3.12K +6 New
HFM
1652
Harvest Fund Management
China
$3K -$132K -264 -98%
FFA
1653
Frazier Financial Advisors
Ohio
$2.65K -$3.71K -7 -58%
HWP
1654
Highline Wealth Partners
California
$2.61K +$521 +1 +25%
TFM
1655
TFC Financial Management
Massachusetts
$2.6K – – –
JFA
1656
JNBA Financial Advisors
Minnesota
$2.6K – – –
RAM
1657
Riggs Asset Management
Pennsylvania
$2.6K – – –
HFS
1658
Horizon Financial Services
North Carolina
$2.6K – – –
BHWM
1659
Bay Harbor Wealth Management
Maryland
$2.6K – – –
PIS
1660
POM Investment Strategies
North Carolina
$2.08K – – –
CA
1661
Claris Advisors
Missouri
$2.08K +$2.08K +4 New
VAMG
1662
Voisard Asset Management Group
Michigan
$2.08K +$2.08K +4 New
AFS
1663
Annapolis Financial Services
Maryland
$1.97K +$492 +1 +33%
WA
1664
WestEnd Advisors
North Carolina
$1.56K – – –
WOC
1665
West Oak Capital
California
$1.3K – – –
PFA
1666
Pathway Financial Advisers
Indiana
$1.27K +$1.26K +656,344 +51,967%
1IA
1667
1620 Investment Advisors
Massachusetts
$1.25K +$1.25K +2 New
RS
1668
Rakuten Securities
Japan
$1.04K – – –
SFCL
1669
Strengthening Families & Communities LLC
Massachusetts
$1.04K – – –
TFA
1670
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
PMAM
1671
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +2 New
LWMI
1672
Legacy Wealth Management (Idaho)
Idaho
$822 +$822 +2 New
LIS
1673
Legacy Investment Solutions
Idaho
$822 +$822 +2 New
MFG
1674
Mendota Financial Group
Wisconsin
$520 +$520 +1 New
WBC
1675
West Branch Capital
Massachusetts
$520 +$520 +1 New
65 66
67
68 69