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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$19K +$2.35K +91 +16%
FHA
227
First Horizon Advisors
Tennessee
$18.3K +$1.16K +45 +7%
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$15.4K +$11.5K +445 +441%
EWA
229
EverSource Wealth Advisors
Alabama
$15.1K +$4.2K +163 +44%
PS
230
Principal Securities
Iowa
$14.8K -$103 -4 -0.8%
QCG
231
Quadrant Capital Group
Ohio
$14.7K +$12.5K +485 +1,426%
PCMC
232
Planning Capital Management Corporation
Pennsylvania
$13.9K
EC
233
Elequin Capital
New York
$11K +$10K +388 New
Ohio Public Employees Retirement System (OPERS)
234
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.4K +$3.02K +117 +47%
SAM
235
Smartleaf Asset Management
Massachusetts
$8.82K +$7.19K +279 +1,268%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$8.48K
CWP
237
Concord Wealth Partners
Virginia
$3.62K
RIL
238
Rothschild Investment LLC
Illinois
$3.11K +$2.06K +80 +267%
HFS
239
Hantz Financial Services
Michigan
$3K
Bessemer Group
240
Bessemer Group
New Jersey
$3K +$2.71K +105 New
PWMG
241
Private Wealth Management Group
New Jersey
$2.57K
S
242
SignatureFD
Georgia
$2.57K -$4.82K -187 -67%
AWM
243
Avior Wealth Management
Nebraska
$2.21K
VCM
244
Versant Capital Management
Arizona
$1.41K
BTI
245
Blue Trust Inc
Georgia
$1.34K +$928 +36 +106%
NMM
246
Naples Money Management
Florida
$1.05K +$258 +10 +37%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$1.02K +$928 +36 New
BGAI
248
Bruce G. Allen Investments
Colorado
$764 +$696 +27 New
WSFS
249
Wilmington Savings Fund Society
Delaware
$735 +$670 +26 New
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$707

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.