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Evolent Health
EVH

Overview Fund Activity

251 hedge funds and large institutions have $3.35B invested in Evolent Health in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
4.34%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
55
Increased
93
Reduced
74
Closed
19
Calls
$10.4M
Puts
$27M
Net Calls
-$16.6M
Net Calls Change
-$15.7M

Top Buyers

1
Invesco
Invesco
Georgia
$95M
2
American Century Companies
American Century Companies
Missouri
$43.5M
3
BlackRock
BlackRock
New York
$268M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$64.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$311M

Top Sellers

1
EC
Engaged Capital
California
$80.6M
2
CCM
Camber Capital Management
Massachusetts
$0
3
GIM
Granahan Investment Management
Massachusetts
$88.9M
4
Principal Financial Group
Principal Financial Group
Iowa
$1.2M
5
GT
Glenmede Trust
Pennsylvania
$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$11K – – –
APA
227
American Portfolios Advisors
New York
$10.8K +$10.8K +300 New
Group One Trading
228
Group One Trading
Illinois
$7K -$1.23M -34,190 -99%
PTC
229
Private Trust Company
Ohio
$7K – – –
PWMG
230
Prestige Wealth Management Group
New Jersey
$7K +$7K +200 New
QCG
231
Quadrant Capital Group
Ohio
$6K – – –
TWA
232
TCI Wealth Advisors
Arizona
$6K +$72 +2 +1%
WFA
233
Wipfli Financial Advisors
Wisconsin
$6K +$6K +176 New
MCM
234
Manchester Capital Management
Vermont
$5K -$19.4K -492 -79%
HFS
235
Hantz Financial Services
Michigan
$5K -$2.13K -57 -30%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$4K -$3.16K -109 -44%
SWM
237
Selective Wealth Management
Virginia
$4K -$4K -100 -50%
IFAM
238
Institutional & Family Asset Management
Colorado
$2K -$381 -8 -16%
VCM
239
Versant Capital Management
Arizona
$2K – – –
EI
240
Ellevest Inc
New York
$2K +$148 +4 +8%
PCH
241
Polar Capital Holdings
United Kingdom
$1.47K – – –
ACM
242
Absolute Capital Management
Pennsylvania
$1.38K +$1.38K +38 New
PA
243
Parallel Advisors
California
$1K -$474 -18 -32%
GWS
244
Glassman Wealth Services
Virginia
$1K -$227 -5 -19%
BIA
245
Bell Investment Advisors
California
$1K – – –
JWA
246
JFS Wealth Advisors
Pennsylvania
$1K +$59 +1 +6%
SC
247
Schubert & Co
Texas
$1K +$323 +10 +48%
CCM
248
Camber Capital Management
Massachusetts
– -$30.7M -1,000,000 Closed
PWAM
249
Park West Asset Management
California
– -$10.1M -327,617 Closed
TLP
250
Tri Locum Partners
New York
– -$9.98M -324,869 Closed
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