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Evolent Health
EVH

Overview Fund Activity

239 hedge funds and large institutions have $1.38B invested in Evolent Health in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-21
Holders Change %
-8.08%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
58
Increased
90
Reduced
68
Closed
70
Calls
$20.2M
Puts
$12.8M
Net Calls
+$7.39M
Net Calls Change
+$16.1M

Top Buyers

1
CCM
Cadian Capital Management
New York
$58.8M
2
CCM
Camber Capital Management
Massachusetts
$45M
3
UBS Group
UBS Group
Switzerland
$20M
4
EC
Engaged Capital
California
$60.8M
5
Boston Partners
Boston Partners
Massachusetts
$27.1M

Top Sellers

1
RCM
RA Capital Management
Massachusetts
$40.2M
2
O
OrbiMed
New York
$0
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0
4
HRCM
Hood River Capital Management
Florida
$0
5
FLAM
First Light Asset Management
Minnesota
$603K
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
226
SBI Securities
Japan
$900 +$900 +80 New
BGAI
227
Bruce G. Allen Investments
Colorado
$574 +$270 +24 +89%
PWA
228
Physician Wealth Advisors
Utah
$552 +$552 +49 New
CA
229
Continuum Advisory
Idaho
$473 – – –
WA
230
Whipplewood Advisors
Colorado
$304 +$304 +27 New
WSFS
231
Wilmington Savings Fund Society
Delaware
$293 – – –
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$281 – – –
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$281 +$281 +25 New
SPIA
234
Steward Partners Investment Advisory
New York
$203 +$203 +18 New
IA
235
IFP Advisors
Florida
$68 – – –
FFA
236
Farther Finance Advisors
California
$56 -$8.25K -737 -99%
CAS
237
Coppell Advisory Solutions
Texas
$33 – – –
GFPC
238
Global Financial Private Client
Florida
$23 +$23 +2 New
DPW
239
DiNuzzo Private Wealth
Pennsylvania
$12 -$48 -4 -80%
O
240
OrbiMed
New York
– -$47.1M -1,665,115 Closed
Fuller & Thaler Asset Management
241
Fuller & Thaler Asset Management
California
– -$42.9M -1,516,544 Closed
HRCM
242
Hood River Capital Management
Florida
– -$36.5M -1,292,379 Closed
ZCI
243
Zevenbergen Capital Investments
Washington
– -$21.3M -753,038 Closed
Jennison Associates
244
Jennison Associates
New York
– -$18.3M -646,806 Closed
Man Group
245
Man Group
United Kingdom
– -$13.9M -491,382 Closed
Balyasny Asset Management
246
Balyasny Asset Management
Illinois
– -$10.4M -367,532 Closed
OCM
247
Osterweis Capital Management
California
– -$8.78M -310,305 Closed
RPAM
248
Rhenman & Partners Asset Management
Sweden
– -$7.49M -265,000 Closed
PAMP
249
Polar Asset Management Partners
Ontario, Canada
– -$6.8M -240,600 Closed
HCM
250
Hodges Capital Management
Texas
– -$6.17M -218,240 Closed
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10
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