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Elevance Health
ELV

Overview Fund Activity

1,645 hedge funds and large institutions have $99.3B invested in Elevance Health in 2023 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 591 increasing their positions, 594 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,645
Holders Change
+130
Holders Change %
+8.58%
% of All Funds
24.11%
Holding in Top 10
49
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.91%
% of All Funds
0.72%
New
238
Increased
591
Reduced
594
Closed
85
Calls
$821M
Puts
$744M
Net Calls
+$77.3M
Net Calls Change
+$6.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$467M
3
Man Group
Man Group
United Kingdom
+$298M
4
BlackRock
BlackRock
New York
+$253M
5
MIS
Morningstar Investment Services
Illinois
+$239M

Top Sellers

1
PI
Putnam Investments
Massachusetts
-$395M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$322M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$235M
4
Two Sigma Investments
Two Sigma Investments
New York
-$167M
5
FCM
Farallon Capital Management
California
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
1701
Richard W. Paul & Associates
Michigan
– -$279K -640 Closed
DCM
1702
Dupont Capital Management
Delaware
– -$277K -636 Closed
GCP
1703
GSA Capital Partners
United Kingdom
– -$266K -611 Closed
Koshinski Asset Management
1704
Koshinski Asset Management
Illinois
– -$248K -570 Closed
TLP
1705
Tri Locum Partners
New York
– -$247K -568 Closed
W
1706
Wealthquest
Ohio
– -$246K -565 Closed
GAA
1707
Global Assets Advisory
Florida
– -$238K -546 Closed
NL
1708
Navalign LLC
California
– -$225K -516 Closed
EWM
1709
Empirical Wealth Management
Washington
– -$220K -505 Closed
GCM
1710
Gallacher Capital Management
Colorado
– -$214K -490 Closed
VI
1711
Versor Investments
New York
– -$212K -487 Closed
JSP
1712
Jackson Square Partners
California
– -$165K -380 Closed
BCM
1713
BluePath Capital Management
Georgia
– -$98K -225 Closed
RTC
1714
Riverview Trust Company
Washington
– -$53.1K -122 Closed
MIA
1715
Milestone Investment Advisors
Wisconsin
– -$51.4K -118 Closed
BAAM
1716
Baker Avenue Asset Management
California
– -$50.5K -116 Closed
NIC
1717
Northwest Investment Counselors
Oregon
– -$45.7K -105 Closed
WWP
1718
WR Wealth Planners
Missouri
– -$29.6K -68 Closed
RFA
1719
Register Financial Advisors
Georgia
– -$26.6K -61 Closed
RCG
1720
Rock Creek Group
District of Columbia
– -$12.2K -28 Closed
HWP
1721
Hibernia Wealth Partners
Louisiana
– -$10.5K -24 Closed
CCP
1722
Carmel Capital Partners
California
– -$8.71K -20 Closed
PCTC
1723
Perkins Coie Trust Company
Washington
– -$6.53K -15 Closed
NFSG
1724
Newbridge Financial Services Group
Florida
– -$5.38K -12 Closed
LFA
1725
LGT Financial Advisors
Texas
– -$3.48K -8 Closed
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