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Elevance Health
ELV

Overview Fund Activity

1,655 hedge funds and large institutions have $107B invested in Elevance Health in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 669 increasing their positions, 543 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,655
Holders Change
+10
Holders Change %
+0.61%
% of All Funds
23.99%
Holding in Top 10
52
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.12%
% of All Funds
0.75%
New
153
Increased
669
Reduced
543
Closed
119
Calls
$687M
Puts
$673M
Net Calls
+$13.9M
Net Calls Change
-$63.4M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$284M
2
Bank of America
Bank of America
North Carolina
+$281M
3
Holocene Advisors
Holocene Advisors
New York
+$220M
4
First Trust Advisors
First Trust Advisors
Illinois
+$197M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$170M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.48B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$732M
3
Renaissance Technologies
Renaissance Technologies
New York
-$188M
4
Citadel Advisors
Citadel Advisors
Florida
-$188M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1726
Glassman Wealth Services
Virginia
– -$338K -716 Closed
OCBCO
1727
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$308K -654 Closed
BWP
1728
BSW Wealth Partners
Colorado
– -$289K -613 Closed
EFSCE
1729
Enterprise Financial Services Corp (EFSC)
Missouri
– -$283K -599 Closed
SWG
1730
Summit Wealth Group
Vermont
– -$281K -596 Closed
ARC
1731
Advisor Resource Council
Texas
– -$280K -593 Closed
PAS
1732
Point72 Asia (Singapore)
Singapore
– -$276K -586 Closed
C
1733
Certuity
Florida
– -$274K -581 Closed
BOSSRA
1734
B.O.S.S. Retirement Advisors
Utah
– -$274K -580 Closed
TC
1735
Trilogy Capital
California
– -$271K -574 Closed
AO
1736
Advisor OS
Illinois
– -$260K -551 Closed
KOC
1737
Koss-Olinger Consulting
Florida
– -$254K -539 Closed
BIM
1738
Bridges Investment Management
Nebraska
– -$251K -533 Closed
HP
1739
Hikari Power
Japan
– -$240K -510 Closed
SOW
1740
State of Wyoming
Wyoming
– -$216K -459 Closed
LWL
1741
Leo Wealth LLC
Texas
– -$216K -458 Closed
VCP
1742
Vista Capital Partners
Oregon
– -$212K -450 Closed
BIP
1743
Blueprint Investment Partners
North Carolina
– -$211K -447 Closed
FTIS
1744
First Trust Investment Solutions
Florida
– -$211K -447 Closed
GWM
1745
Greenwich Wealth Management
Connecticut
– -$202K -428 Closed
LFA
1746
Livelsberger Financial Advisory
Ohio
– -$139K -294 Closed
EC
1747
EdgeRock Capital
Colorado
– -$145K -293 Closed
PS
1748
Planned Solutions
California
– -$130K -275 Closed
LA
1749
LM Advisors
California
– -$118K -250 Closed
NFA
1750
Northwest Financial Advisors
Virginia
– -$115K -243 Closed
68 69
70
71 72