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Evolent Health
EVH

Overview Fund Activity

243 hedge funds and large institutions have $2.48B invested in Evolent Health in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
-8
Holders Change %
-3.19%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
45
Increased
102
Reduced
74
Closed
51
Calls
$10.5M
Puts
$25.1M
Net Calls
-$14.6M
Net Calls Change
-$22.3M

Top Buyers

1
RCM
RA Capital Management
Massachusetts
$163M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$214M
3
UBS AM
UBS AM
Illinois
$30.1M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$96.1M
5
FLAM
First Light Asset Management
Minnesota
$27.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$117M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$1.4M
3
FCM
Farallon Capital Management
California
$0
4
RG
Redmile Group
California
$0
5
William Blair & Company
William Blair & Company
Illinois
$49.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
226
Private Wealth Management Group
New Jersey
$1.74K +$1.11K +58 +176%
AWM
227
Avior Wealth Management
Nebraska
$1.49K -$421 -22 -22%
BTI
228
Blue Trust Inc
Georgia
$1.12K +$1.12K +34 New
VCM
229
Versant Capital Management
Arizona
$956 – – –
IC
230
Innealta Capital
Texas
$707 +$707 +37 New
QCG
231
Quadrant Capital Group
Ohio
$651 -$3.58K -187 -85%
RIL
232
Rothschild Investment LLC
Illinois
$574 +$383 +20 +200%
GI
233
GAMMA Investing
California
$554 +$153 +8 +38%
NMM
234
Naples Money Management
Florida
$497 -$350 -19 -41%
MSFP
235
Mark Sheptoff Financial Planning
Connecticut
$478 – – –
IFAM
236
Institutional & Family Asset Management
Colorado
$478 – – –
SAM
237
Smartleaf Asset Management
Massachusetts
$441 +$441 +22 New
BIA
238
Bell Investment Advisors
California
$440 -$497 -26 -53%
FFA
239
Farther Finance Advisors
California
$331 -$552 -30 -63%
JWA
240
JFS Wealth Advisors
Pennsylvania
$306 +$306 +16 New
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$96 +$96 +5 New
CAS
242
Coppell Advisory Solutions
Texas
$57 +$57 +3 New
SIC
243
SJS Investment Consulting
Ohio
$39 – – –
FCM
244
Farallon Capital Management
California
– -$34M -1,037,331 Closed
RG
245
Redmile Group
California
– -$22.3M -679,172 Closed
LOAMS
246
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$11.1M -340,000 Closed
OAM
247
Oberweis Asset Management
Illinois
– -$11.1M -338,940 Closed
IHAM
248
Integral Health Asset Management
New York
– -$8.2M -250,000 Closed
CS
249
Candriam SCA
Luxembourg
– -$6.07M -185,228 Closed
AI
250
Axiom Investors
Connecticut
– -$4.51M -137,425 Closed
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