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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 %
HFS
1676
Horizon Financial Services
North Carolina
$2.71K – – –
BHWM
1677
Bay Harbor Wealth Management
Maryland
$2.71K – – –
CC
1678
Cypress Capital
Tennessee
$2.71K +$2.71K +5 New
HWP
1679
Highline Wealth Partners
California
$2.17K – – –
PIS
1680
POM Investment Strategies
North Carolina
$2.17K – – –
RWM
1681
Ruedi Wealth Management
Illinois
$2.17K +$2.17K +4 New
FGAM
1682
Financial Gravity Asset Management
Texas
$1.63K -$5.42K -10 -77%
WA
1683
WestEnd Advisors
North Carolina
$1.63K -$542 -1 -25%
LIA
1684
Lynx Investment Advisory
District of Columbia
$1.63K +$1.63K +3 New
AFS
1685
Annapolis Financial Services
Maryland
$1.51K – – –
PI
1686
PEAK6 Investments
Illinois
$1.3K -$451K -693 -100%
VAG
1687
VisionPoint Advisory Group
Texas
$1.08K -$542 -1 -33%
CP
1688
Castleview Partners
Texas
$1.08K – – –
RS
1689
Rakuten Securities
Japan
$1.08K – – –
AFWM
1690
Abich Financial Wealth Management
Virginia
$1.08K +$1.08K +2 New
RWMG
1691
Redwood Wealth Management Group
New Jersey
$1.08K +$1.08K +2 New
SFCL
1692
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +2 New
DWM
1693
Dogwood Wealth Management
Kansas
$16 -$15 – –
EWP
1694
Elevation Wealth Partners
California
$13 -$12 – –
SCM
1695
Steadfast Capital Management
New York
– -$84.2M -162,426 Closed
AIG
1696
American International Group
New York
– -$37M -71,308 Closed
Two Sigma Advisers
1697
Two Sigma Advisers
New York
– -$33M -63,700 Closed
WP
1698
Woodline Partners
California
– -$29.9M -57,586 Closed
RG
1699
Redmile Group
California
– -$16.2M -31,223 Closed
Capital Fund Management (CFM)
1700
Capital Fund Management (CFM)
France
– -$15.8M -30,499 Closed
66 67
68
69 70