EVH icon

Evolent Health
EVH

Overview Fund Activity

251 hedge funds and large institutions have $4.12B invested in Evolent Health in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+17
Holders Change %
+7.26%
% of All Funds
3.64%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
90
Reduced
81
Closed
23
Calls
$15.5M
Puts
$7.82M
Net Calls
+$7.69M
Net Calls Change
+$15.1M

Top Buyers

1
RCM
1
RA Capital Management
Massachusetts
$188M
2
Franklin Resources
2
Franklin Resources
California
$18.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$290M
4
Millennium Management
4
Millennium Management
New York
$47.7M
5
Holocene Advisors
5
Holocene Advisors
New York
$105M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$347M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$156M
3
FCM
3
Farallon Capital Management
California
$34M
4
BG
4
Bellevue Group
Switzerland
$48.6M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
226
Harel Insurance Investments & Financial Services
Israel
$14K -$9.57K -298 -41%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$9.84K – – –
MIM
228
Macroview Investment Management
Maryland
$7.74K +$7.74K +236 New
EWA
229
EverSource Wealth Advisors
Alabama
$7.49K – – –
QCG
230
Quadrant Capital Group
Ohio
$7.25K +$2.62K +80 +57%
CWP
231
Concord Wealth Partners
Virginia
$4.2K – – –
Ohio Public Employees Retirement System (OPERS)
232
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.35K +$3.35K +102 New
AWM
233
Avior Wealth Management
Nebraska
$3.28K +$3.28K +100 New
HFS
234
Hantz Financial Services
Michigan
$3K -$1.02K -34 -25%
VNA
235
Valley National Advisers
Pennsylvania
$3K +$625 +25 +26%
DA
236
Denali Advisors
California
$2.56K +$2.56K +78 New
AF
237
Allworth Financial
California
$1.64K – – –
VCM
238
Versant Capital Management
Arizona
$1.64K – – –
BIA
239
Bell Investment Advisors
California
$1.61K – – –
FFA
240
Farther Finance Advisors
California
$1.53K -$160 -5 -9%
NMM
241
Naples Money Management
Florida
$1.51K +$98 +3 +7%
WF
242
WoodTrust Financial
Wisconsin
$1.45K +$44 +1,350 +3%
PWMG
243
Private Wealth Management Group
New Jersey
$1.08K – – –
ACM
244
Anfield Capital Management
California
$951 +$951 +29 New
IFAM
245
Institutional & Family Asset Management
Colorado
$820 – – –
MSFP
246
Mark Sheptoff Financial Planning
Connecticut
$820 +$820 +25 New
GI
247
GAMMA Investing
California
$689 – – –
RIL
248
Rothschild Investment LLC
Illinois
$328 +$328 +10 New
SIC
249
SJS Investment Consulting
Ohio
$66 +$33 +1 +100%
WMSA
250
Weiss Multi-Strategy Advisers
New York
– -$10.3M -311,424 Closed
7 8 9
10
11