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Evolent Health

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

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

24% more capital invested

Capital invested by funds: $2.7B → $3.35B (+$650M)

17% more funds holding

Funds holding: 215251 (+36)

5.99% more ownership

Funds ownership: 97.94%103.93% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

62% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $27M

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
4.32%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$11K
APA
227
American Portfolios Advisors
New York
$10.8K +$10.6K +300 New
Group One Trading
228
Group One Trading
Illinois
$7K -$1.2M -34,190 -99%
PTC
229
Private Trust Company
Ohio
$7K
PWMG
230
Prestige Wealth Management Group
New Jersey
$7K +$7.05K +200 New
QCG
231
Quadrant Capital Group
Ohio
$6K
TWA
232
TCI Wealth Advisors
Arizona
$6K +$70 +2 +1%
WFA
233
Wipfli Financial Advisors
Wisconsin
$6K +$6.2K +176 New
MCM
234
Manchester Capital Management
Vermont
$5K -$17.3K -492 -79%
HFS
235
Hantz Financial Services
Michigan
$5K -$2.01K -57 -30%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$4K -$3.84K -109 -44%
SWM
237
Selective Wealth Management
Virginia
$4K -$3.52K -100 -50%
IFAM
238
Institutional & Family Asset Management
Colorado
$2K -$282 -8 -16%
VCM
239
Versant Capital Management
Arizona
$2K
EI
240
Ellevest Inc
New York
$2K +$141 +4 +8%
PCH
241
Polar Capital Holdings
United Kingdom
$1.47K
ACM
242
Absolute Capital Management
Pennsylvania
$1.38K +$1.34K +38 New
PA
243
Parallel Advisors
California
$1K -$634 -18 -32%
GWS
244
Glassman Wealth Services
Virginia
$1K -$176 -5 -19%
BIA
245
Bell Investment Advisors
California
$1K
JWA
246
JFS Wealth Advisors
Pennsylvania
$1K +$35 +1 +6%
SC
247
Schubert & Co
Texas
$1K +$352 +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

EVH Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2022, worth a combined $3.35B — up 24% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EVH positions and 19 closed out — a net gain of 36 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $47.6M. The largest seller was Engaged Capital, cutting an estimated $138M.

  • 251 institutional investors held Evolent Health (EVH) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $3.35B of Evolent Health stock for Q3 2022, up 24% quarter-over-quarter.
  • 55 funds opened new Evolent Health positions in Q3 2022 and 19 closed out, a net change of +36 holders.
  • The largest Evolent Health buyer in Q3 2022 was Invesco, an estimated $47.6M added.
  • The largest Evolent Health seller in Q3 2022 was Engaged Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.