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Evolent Health
EVH

Overview Fund Activity

240 hedge funds and large institutions have $3.62B invested in Evolent Health in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+8
Holders Change %
+3.45%
% of All Funds
3.84%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
42
Increased
88
Reduced
73
Closed
33
Calls
$3.01M
Puts
$6.96M
Net Calls
-$3.95M
Net Calls Change
-$9.17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$461M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$81.1M
3
ITP
Iron Triangle Partners
Connecticut
$32.5M
4
FCM
Farallon Capital Management
California
$37.1M
5
TGA
TPG GP A
Texas
$24.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$10M
2
Citadel Advisors
Citadel Advisors
Florida
$46.6M
3
BlackRock
BlackRock
New York
$225M
4
EC
Engaged Capital
California
$71.8M
5
CS
Credit Suisse
Switzerland
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
226
IFP Advisors
Florida
$1.35K -$356 -18 -21%
IFAM
227
Institutional & Family Asset Management
Colorado
$1.33K -$32 -1 -2%
PA
228
Parallel Advisors
California
$1.27K -$2.4K -74 -65%
EI
229
Ellevest Inc
New York
$1.27K -$357 -11 -22%
AF
230
Allworth Financial
California
$1.07K -$11.9K -367 -92%
GWS
231
Glassman Wealth Services
Virginia
$974 – – –
GRP
232
Global Retirement Partners
California
$528 +$528 +15 New
SC
233
Schubert & Co
Texas
$520 – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$455 -$33 -1 -7%
QCG
235
Quadrant Capital Group
Ohio
$293 +$130 +4 +80%
SIC
236
SJS Investment Consulting
Ohio
$195 +$33 +1 +20%
AF
237
Advisornet Financial
Minnesota
$162 – – –
DI
238
Disciplined Investments
Oklahoma
$162 +$32 +1 +25%
WP
239
Woodline Partners
California
– -$7.42M -264,328 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
– -$2.3M -81,950 Closed
TC
241
TwinBeech Capital
New York
– -$1.55M -55,218 Closed
PAM
242
Panagora Asset Management
Massachusetts
– -$1.14M -40,483 Closed
CM
243
Capula Management
Cayman Islands
– -$912K -32,480 Closed
JCIA
244
Jackson Creek Investment Advisors
Colorado
– -$849K -30,221 Closed
AG
245
Algert Global
California
– -$817K -29,094 Closed
Jacobs Levy Equity Management
246
Jacobs Levy Equity Management
New Jersey
– -$739K -26,310 Closed
GPCM
247
Granite Point Capital Management
Massachusetts
– -$727K -25,900 Closed
Nordea Investment Management
248
Nordea Investment Management
Sweden
– -$648K -23,490 Closed
CM
249
Caption Management
Oklahoma
– -$570K -20,313 Closed
GCM
250
Graham Capital Management
Connecticut
– -$554K -19,719 Closed
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10
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