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Bridgewater Associates’s Evolent Health EVH Stock Holding History

Bridgewater Associates’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-21,118
Closed -$238K – 718
2024
Q4 		$238K Sell
21,118
-51,380
-71% -$903K ﹤0.01% 660
2024
Q3 		$2.05M Sell
72,498
-80,387
-53% -$2.07M 0.01% 504
2024
Q2 		$2.92M Sell
152,885
-22,854
-13% -$584K 0.02% 462
2024
Q1 		$5.76M Sell
175,739
-28,638
-14% -$914K 0.03% 358
2023
Q4 		$6.75M Sell
204,377
-18,590
-8% -$526K 0.04% 321
2023
Q3 		$6.07M Buy
222,967
+16,453
+8% +$457K 0.04% 323
2023
Q2 		$6.26M Sell
206,514
-8,963
-4% -$290K 0.04% 262
2023
Q1 		$6.99M Buy
215,477
+19,542
+10% +$618K 0.04% 250
2022
Q4 		$5.5M Sell
195,935
-37,800
-16% -$1.08M 0.03% 343
2022
Q3 		$8.4M Sell
233,735
-6,806
-3% -$240K 0.04% 282
2022
Q2 		$7.39M Buy
240,541
+13,705
+6% +$399K 0.03% 395
2022
Q1 		$7.33M Buy
226,836
+56,491
+33% +$1.48M 0.03% 369
2021
Q4 		$4.71M Buy
170,345
+18,245
+12% +$523K 0.03% 311
2021
Q3 		$4.71M Sell
152,100
-6,413
-4% -$154K 0.03% 295
2021
Q2 		$3.35M Buy
+158,513
New +$3.17M 0.02% 407

Other funds holding EVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Bridgewater Associates's EVH Position: Q1 2025 in Review

Bridgewater Associates sold out of Evolent Health (EVH) in Q1 2025, closing a stake of 21,118 shares — an estimated $238K sold.

Bridgewater Associates first reported a position in EVH in Q2 2021 and held it in 15 quarters. The position peaked at $8.4M in Q3 2022. 227 funds tracked by Wall St. Rank hold EVH as of Q1 2025.

  • Bridgewater Associates reported no remaining Evolent Health position as of Q1 2025 after selling out during the quarter.
  • Bridgewater Associates sold 21,118 Evolent Health shares in Q1 2025, an estimated $238K.
  • Bridgewater Associates first reported a position in Evolent Health in Q2 2021 and held it in 15 quarters.
  • Bridgewater Associates's Evolent Health position peaked at $8.4M in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Evolent Health as of Q1 2025.

Based on Bridgewater Associates's 13F filing for Q1 2025, filed 14 May 2025.