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Evolent Health

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

38% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 74

2.54% more ownership

Funds ownership: 109.03%111.57% (+2.5%)

3% less funds holding

Funds holding: 251243 (-8)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

40% less capital invested

Capital invested by funds: $4.12B → $2.48B (-$1.65B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $25.1M

Holders
243
Holders Change
-8
Holders Change %
-3.19%
% of All Funds
3.51%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$1.74K +$1.48K +58 +176%
AWM
227
Avior Wealth Management
Nebraska
$1.49K -$562 -22 -22%
BTI
228
Blue Trust Inc
Georgia
$1.11K +$868 +34 New
VCM
229
Versant Capital Management
Arizona
$956
IC
230
Innealta Capital
Texas
$707 +$945 +37 New
QCG
231
Quadrant Capital Group
Ohio
$651 -$4.78K -187 -85%
RIL
232
Rothschild Investment LLC
Illinois
$574 +$511 +20 +200%
GI
233
GAMMA Investing
California
$554 +$204 +8 +38%
NMM
234
Naples Money Management
Florida
$497 -$485 -19 -41%
IFAM
235
Institutional & Family Asset Management
Colorado
$478
MSFP
236
Mark Sheptoff Financial Planning
Connecticut
$478
SAM
237
Smartleaf Asset Management
Massachusetts
$441 +$562 +22 New
BIA
238
Bell Investment Advisors
California
$440 -$664 -26 -53%
FFA
239
Farther Finance Advisors
California
$331 -$766 -30 -63%
JWA
240
JFS Wealth Advisors
Pennsylvania
$306 +$409 +16 New
DPW
241
DiNuzzo Private Wealth
Pennsylvania
$96 +$128 +5 New
CAS
242
Coppell Advisory Solutions
Texas
$57 +$77 +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

EVH Hedge Fund Activity: Q2 2024 in Review

243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2024, worth a combined $2.48B — down 40% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EVH and 45 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 102 added.

The largest buyer was RA Capital Management, adding an estimated $71M. The largest seller was Fidelity Investments, cutting an estimated $114M.

  • 243 institutional investors held Evolent Health (EVH) as of Q2 2024, down from 251 in Q1 2024.
  • Funds reported $2.48B of Evolent Health stock for Q2 2024, down 40% quarter-over-quarter.
  • 45 funds opened new Evolent Health positions in Q2 2024 and 51 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q2 2024 was RA Capital Management, an estimated $71M added.
  • The largest Evolent Health seller in Q2 2024 was Fidelity Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2024.