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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 %
FFM
1726
Fullerton Fund Management
Singapore
– -$635K -1,172 Closed
CIC
1727
Carnegie Investment Counsel
Ohio
– -$605K -1,116 Closed
OIS
1728
Okabena Investment Services
Minnesota
– -$529K -977 Closed
KFP
1729
Keener Financial Planning
Texas
– -$469K -866 Closed
AC
1730
Allstate Corporation
Illinois
– -$468K -864 Closed
AWM
1731
Arista Wealth Management
Nevada
– -$465K -858 Closed
FCB
1732
First County Bank
Connecticut
– -$426K -787 Closed
SCM
1733
Stevens Capital Management
Pennsylvania
– -$370K -682 Closed
LWM
1734
Laidlaw Wealth Management
New York
– -$364K -672 Closed
BMCM
1735
Burns Matteson Capital Management
New York
– -$350K -645 Closed
CAC
1736
Cowen and Company
New York
– -$331K -610 Closed
SWIG
1737
Strategic Wealth Investment Group
Kentucky
– -$285K -532 Closed
PFG
1738
PAX Financial Group
Texas
– -$287K -529 Closed
AF
1739
Alerus Financial
North Dakota
– -$282K -520 Closed
3IP
1740
3Chopt Investment Partners
Virginia
– -$280K -516 Closed
OFS
1741
OneAscent Financial Services
Alabama
– -$278K -512 Closed
ECG
1742
Edge Capital Group
Georgia
– -$276K -509 Closed
CCG
1743
Cypress Capital Group
Florida
– -$271K -501 Closed
TWP
1744
TFO Wealth Partners
Ohio
– -$264K -486 Closed
MIC
1745
Meridian Investment Counsel
California
– -$260K -480 Closed
VCG
1746
Vantage Consulting Group
Virginia
– -$252K -465 Closed
AG
1747
AlTi Global
New York
– -$249K -460 Closed
JSL
1748
JT Stratford LLC
Georgia
– -$240K -443 Closed
AWP
1749
Accretive Wealth Partners
New Jersey
– -$238K -440 Closed
MSFS
1750
Main Street Financial Solutions
Pennsylvania
– -$231K -426 Closed
68 69
70
71 72