Evolent Health
EVH
217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 73
3.76% more ownership
Funds ownership: 100.7% → 104.46% (+3.8%)
2% less capital invested
Capital invested by funds: $3.62B → $3.55B (-$61.6M)
10% less funds holding
Funds holding: 240 → 217 (-23)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
51% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 45
81% less call options, than puts
Call options by funds: $942K | Put options by funds: $4.85M
Top Buyers
Top Sellers
| 1 |
FAM
Fred Alger Management
New York
|
-$43.7M |
| 2 |
Millennium Management
New York
|
-$35.4M |
| 3 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$32.5M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$16.4M |
| 5 |
TGA
TPG GP A
Fort Worth,
Texas
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
251
Advisory Services Network
Atlanta,
Georgia
| – | -$20.8K | -640 | Closed |
|
|
TWA
252
TCI Wealth Advisors
Tucson,
Arizona
| – | -$16.5K | -508 | Closed |
|
|
BAM
253
Belpointe Asset Management
Reno,
Nevada
| – | -$14K | -431 | Closed |
|
|
MIM
254
Macroview Investment Management
Bethesda,
Maryland
| – | -$11.5K | -353 | Closed |
|
|
MCM
255
Manchester Capital Management
Manchester,
Vermont
| – | -$3.63K | -112 | Closed |
|
|
IA
256
IFP Advisors
Tampa,
Florida
| – | -$1.35K | -68 | Closed |
|
|
EI
257
Ellevest Inc
New York
| – | -$1.27K | -39 | Closed |
|
|
SC
258
Schubert & Co
Mckinney,
Texas
| – | -$520 | -16 | Closed |
|
|
GRP
259
Global Retirement Partners
San Rafael,
California
| – | -$528 | -15 | Closed |
|
260
Comerica Bank
Dallas,
Texas
| – | +$851K | +26,305 | New |
|
EVH Hedge Fund Activity: Q2 2023 in Review
217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2023, worth a combined $3.55B — down 1.7% from $3.62B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of EVH and 22 opened new positions — a net loss of 23 holders — while 73 trimmed existing stakes and 83 added.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $86.4M. The largest seller was Fred Alger Management, cutting an estimated $43.7M.
- 217 institutional investors held Evolent Health (EVH) as of Q2 2023, down from 240 in Q1 2023.
- Funds reported $3.55B of Evolent Health stock for Q2 2023, down 1.7% quarter-over-quarter.
- 22 funds opened new Evolent Health positions in Q2 2023 and 45 closed out, a net change of -23 holders.
- The largest Evolent Health buyer in Q2 2023 was William Blair Investment Management, an estimated $86.4M added.
- The largest Evolent Health seller in Q2 2023 was Fred Alger Management, an estimated $43.7M sold.
Based on aggregated 13F filings for Q2 2023.