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Evolent Health
EVH

232 hedge funds and large institutions have $2.76B invested in Evolent Health in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 85 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $6.4M

1% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 85

4.22% less ownership

Funds ownership: 103.93% → 99.71% (-4.2%)

8% less funds holding

Funds holding: 251 → 232 (-19)

18% less capital invested

Capital invested by funds: $3.35B → $2.76B (-$589M)

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

Holders
232
Holders Change
-19
Holders Change %
-7.57%
% of All Funds
3.73%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
34
Increased
86
Reduced
85
Closed
49
Calls
$11.6M
Puts
$6.4M
Net Calls
+$5.22M
Net Calls Change
+$21.8M

Top Buyers

Rank Fund Capital Flow
1
EAM
Eventide Asset Management
Massachusetts
+$48.3M
2
Holocene Advisors
Holocene Advisors
New York
+$44.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$42.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$32.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$26.4M

Top Sellers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$23.1M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$20.4M
3
FAM
Fred Alger Management
New York
-$18.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$14M
5
N
Nuveen
North Carolina
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
226
Schubert & Co
Texas
$449 -$430 -15 -48%
JWA
227
JFS Wealth Advisors
Pennsylvania
$421 -$57 -2 -12%
QCG
228
Quadrant Capital Group
Ohio
$140 -$4.27K -149 -97%
SIC
229
SJS Investment Consulting
Ohio
$140 +$29 +1 +25%
AF
230
Advisornet Financial
Minnesota
$140 +$143 +5 New
DI
231
Disciplined Investments
Oklahoma
$112 -$86 -3 -43%
Lord, Abbett & Co
232
Lord, Abbett & Co
New Jersey
– -$23.1M -642,147 Closed
Federated Hermes
233
Federated Hermes
Pennsylvania
– -$10.6M -294,537 Closed
SCM
234
Stamina Capital Management
New York
– -$9.12M -253,703 Closed
LCG
235
Lisanti Capital Growth
New York
– -$7.95M -221,380 Closed
SSA
236
Schonfeld Strategic Advisors
New York
– -$6.65M -185,000 Closed
Calamos Advisors
237
Calamos Advisors
Illinois
– -$6.17M -171,704 Closed
OQS
238
Occudo Quantitative Strategies
Florida
– -$5.47M -152,326 Closed
EGI
239
EAM Global Investors
California
– -$4.72M -131,493 Closed
SFI
240
Susquehanna Fundamental Investments
Pennsylvania
– -$4.57M -127,173 Closed
Two Sigma Investments
241
Two Sigma Investments
New York
– -$3.41M -94,800 Closed
HF
242
HRT Financial
New York
– -$3.33M -92,664 Closed
PP
243
PDT Partners
New York
– -$2.97M -82,740 Closed
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
– -$2.94M -81,883 Closed
EI
245
EAM Investors
California
– -$2.88M -80,287 Closed
JF
246
Jump Financial
Illinois
– -$2.56M -71,129 Closed
DTL
247
Dynamic Technology Lab
Singapore
– -$1.64M -45,668 Closed
Tudor Investment Corp
248
Tudor Investment Corp
Connecticut
– -$1.48M -41,235 Closed
AIM
249
Aigen Investment Management
New York
– -$1.28M -35,759 Closed
AC
250
Apogem Capital
New York
– -$1.18M -32,932 Closed
8 9
10
11 12

EVH Hedge Fund Activity: Q4 2022 in Review

232 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2022, worth a combined $2.76B — down 18% from $3.35B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of EVH and 34 opened new positions — a net loss of 15 holders — while 85 trimmed existing stakes and 86 added.

The largest buyer was Eventide Asset Management, adding an estimated $48.3M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $23.1M sold.

  • 232 institutional investors held Evolent Health (EVH) as of Q4 2022, down from 251 in Q3 2022.
  • Funds reported $2.76B of Evolent Health stock for Q4 2022, down 18% quarter-over-quarter.
  • 34 funds opened new Evolent Health positions in Q4 2022 and 49 closed out, a net change of -15 holders.
  • The largest Evolent Health buyer in Q4 2022 was Eventide Asset Management, an estimated $48.3M added.
  • The largest Evolent Health seller in Q4 2022 was Lord, Abbett & Co, an estimated $23.1M sold.

Based on aggregated 13F filings for Q4 2022.