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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 %
M
1751
Mirova
France
– -$222K -429 Closed
RW
1752
Rede Wealth
Virginia
– -$221K -426 Closed
CCA
1753
Cottonwood Capital Advisors
Utah
– -$212K -424 Closed
TC
1754
Truvestments Capital
Florida
– -$216K -417 Closed
WWS
1755
Wellington Wealth Strategies
Indiana
– -$214K -413 Closed
NI
1756
NDVR Inc
Massachusetts
– -$212K -409 Closed
CWP
1757
Capital Wealth Planning
Florida
– -$200K -386 Closed
TTWM
1758
TCV Trust & Wealth Management
Virginia
– -$200K -386 Closed
PP
1759
Paloma Partners
Connecticut
– -$180K -347 Closed
VL
1760
Vima LLC
Michigan
– -$112K -243 Closed
CSS
1761
Cubist Systematic Strategies
Connecticut
– -$115K -221 Closed
NC
1762
nVerses Capital
Florida
– -$104K -200 Closed
NCTC
1763
New Covenant Trust Company
Indiana
– -$90.7K -175 Closed
IGWM
1764
ICA Group Wealth Management
Colorado
– -$82.4K -159 Closed
MAWCM
1765
Mine & Arao Wealth Creation & Management
California
– -$77.8K -150 Closed
CWM
1766
Cedar Wealth Management
California
– -$72.6K -140 Closed
NIC
1767
Northwest Investment Counselors
Oregon
– -$54.4K -105 Closed
FIM
1768
Fernwood Investment Management
Massachusetts
– -$36.3K -70 Closed
CA
1769
CoreCap Advisors
Michigan
– -$29K -56 Closed
PAM
1770
Palisade Asset Management
Minnesota
– -$28K -54 Closed
PA
1771
PSI Advisors
Florida
– -$21.8K -42 Closed
CB
1772
Centennial Bank
Arkansas
– -$9.85K -19 Closed
WCM
1773
Westend Capital Management
California
– -$8.3K -16 Closed
CBT
1774
CoreFirst Bank & Trust
Kansas
– -$6.22K -12 Closed
PCWA
1775
Pacific Capital Wealth Advisors
California
– -$4.67K -9 Closed
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