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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
$1.24B
2
Stifel Financial
Stifel Financial
Missouri
$371M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$876M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.25B
5
BlackRock
BlackRock
New York
$10.9B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.28B
2
VOYA Investment Management
VOYA Investment Management
Georgia
$408M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$442M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$882M
5
TGA
TPG GP A
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
1776
Monterey Private Wealth
California
– -$202K -373 Closed
BG
1777
Bahl & Gaynor
Ohio
– -$202K -373 Closed
SFP
1778
Shepherd Financial Partners
Massachusetts
– -$202K -372 Closed
IWN
1779
Independent Wealth Network
Iowa
– -$202K -372 Closed
FDDB
1780
Fidelity D&D Bancorp
Pennsylvania
– -$201K -371 Closed
RPGK
1781
Retirement Planning Group (Kansas)
Kansas
– -$201K -371 Closed
CFSG
1782
Clark Financial Services Group
Missouri
– -$201K -371 Closed
RA
1783
Rational Advisors
New York
– -$179K -331 Closed
CM
1784
Caption Management
Oklahoma
– -$163K -300 Closed
SA
1785
Scarborough Advisors
Maryland
– -$163K -300 Closed
GLR
1786
Great Lakes Retirement
Ohio
– -$159K -293 Closed
ATPW
1787
Ashton Thomas Private Wealth
Arizona
– -$142K -263 Closed
CBT
1788
Central Bank & Trust
Kentucky
– -$91K -168 Closed
IUHSA
1789
Itau Unibanco Holding S.A.
Brazil
– -$61.8K -114 Closed
OCM
1790
Orion Capital Management
California
– -$56.9K -105 Closed
RFG
1791
RFP Financial Group
Georgia
– -$48.8K -90 Closed
TSWM
1792
Tyler-Stone Wealth Management
Ohio
– -$47.7K -88 Closed
RFA
1793
Register Financial Advisors
Georgia
– -$33.1K -61 Closed
OWA
1794
Opal Wealth Advisors
New York
– -$28.2K -52 Closed
GI
1795
Gradient Investments
Minnesota
– -$21.7K -40 Closed
AAG
1796
Armstrong Advisory Group
Massachusetts
– -$17.9K -33 Closed
PP
1797
PFS Partners
New Jersey
– -$13.7K -25 Closed
FW
1798
Fairway Wealth
Ohio
– -$12.5K -23 Closed
TWP
1799
Triad Wealth Partners
Kansas
– -$6.5K -12 Closed
PCMC
1800
Planning Capital Management Corporation
Pennsylvania
– -$5.96K -11 Closed
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