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Evolent Health
EVH

Overview Fund Activity

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$88.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$125M
4
BlackRock
4
BlackRock
New York
$278M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
BG
2
Bellevue Group
Switzerland
$78.5M
3
GF
3
Greenhouse Funds
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.3M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Private Wealth Management Group
New Jersey
$1.09K +$1.09K +33 New
GWS
227
Glassman Wealth Services
Virginia
$991 – – –
IFAM
228
Institutional & Family Asset Management
Colorado
$826 -$33 -1 -4%
FHA
229
First Horizon Advisors
Tennessee
$627 +$627 +19 New
GI
230
GAMMA Investing
California
$618 +$618 +21 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$166 -$564 -17 -77%
SIC
232
SJS Investment Consulting
Ohio
$34 -$306 -9 -90%
GF
233
Greenhouse Funds
Maryland
– -$38.3M -1,406,546 Closed
SAM
234
Sectoral Asset Management
Quebec, Canada
– -$10.4M -383,142 Closed
PHP
235
Parkman Healthcare Partners
Connecticut
– -$2.81M -103,320 Closed
KPF
236
K2 Principal Fund
Ontario, Canada
– -$2.12M -77,857 Closed
EIM
237
Essex Investment Management
Massachusetts
– -$1.79M -65,884 Closed
AR
238
Advisory Research
Illinois
– -$1.37M -50,354 Closed
ECM
239
ExodusPoint Capital Management
New York
– -$952K -34,961 Closed
LBWM
240
Left Brain Wealth Management
Illinois
– -$842K -30,935 Closed
SSA
241
Schonfeld Strategic Advisors
New York
– -$689K -25,300 Closed
PCH
242
Polar Capital Holdings
United Kingdom
– -$651K -23,910 Closed
N
243
Natixis
France
– -$413K -15,157 Closed
MS
244
Maven Securities
Jersey
– -$272K -10,000 Closed
Teacher Retirement System of Texas
245
Teacher Retirement System of Texas
Texas
– -$226K -8,293 Closed
Allspring Global Investments
246
Allspring Global Investments
North Carolina
– -$91.2K -3,350 Closed
HL
247
HeadInvest LLC
Maine
– -$6.06K -225 Closed
Fisher Asset Management
248
Fisher Asset Management
Washington
– -$4.63K -170 Closed
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
– -$1.72K -63 Closed
GWSG
250
GPS Wealth Strategies Group
Colorado
– -$1.36K -50 Closed
7 8 9
10
11