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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 %
A
1751
AJOVista
Massachusetts
– -$109K -231 Closed
TWM
1752
Tradition Wealth Management
Minnesota
– -$96K -203 Closed
TSW
1753
Thompson Siegel & Walmsley
Virginia
– -$92K -196 Closed
PVH
1754
Psagot Value Holdings
Israel
– -$65K -138 Closed
TCWA
1755
Turtle Creek Wealth Advisors
Texas
– -$56.1K -119 Closed
PE
1756
Point72 Europe
United Kingdom
– -$39.6K -84 Closed
FWM
1757
Focused Wealth Management
New York
– -$37.9K -80 Closed
IUHSA
1758
Itau Unibanco Holding S.A.
Brazil
– -$35.4K -75 Closed
WTG
1759
West Tower Group
Virginia
– -$34.9K -74 Closed
ODG
1760
O'Dell Group
Ohio
– -$32.1K -68 Closed
QL
1761
Quarry LP
New York
– -$30.2K -64 Closed
BFPW
1762
BOK Financial Private Wealth
Colorado
– -$28.8K -61 Closed
POIA
1763
Pin Oak Investment Advisors
Texas
– -$28K -59 Closed
AP
1764
Arlington Partners
Alabama
– -$27.4K -58 Closed
LIWM
1765
Long Island Wealth Management
New York
– -$11K -24 Closed
BWM
1766
BKM Wealth Management
Wisconsin
– -$8.96K -19 Closed
FP
1767
Financial Perspectives
Minnesota
– -$8.02K -17 Closed
AWM
1768
Able Wealth Management
New Jersey
– -$6.71K -14 Closed
AFWM
1769
Abich Financial Wealth Management
Virginia
– -$6.32K -13 Closed
DEM
1770
Disciplined Equity Management
Florida
– -$6.13K -13 Closed
TVAMP
1771
Tennessee Valley Asset Management Partners
Tennessee
– -$4.86K -10 Closed
CIR
1772
Clear Investment Research
Georgia
– -$4.72K -10 Closed
NMG
1773
New Millennium Group
Utah
– -$4.33K -9 Closed
RIM
1774
Rockbridge Investment Management
New York
– -$4.25K -9 Closed
DWA
1775
Delos Wealth Advisors
Texas
– -$944 -2 Closed
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