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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
BIA
251
Bell Investment Advisors
California
$651
GRP
252
Global Retirement Partners
California
$566 +$516 +20 New
CA
253
Continuum Advisory
Idaho
$532 +$1.08K +42 New
CFO
254
CVA Family Office
Colorado
$424 +$387 +15 New
CM
255
Caption Management
Oklahoma
$396 -$2.12M -82,197 -100%
A
256
AlphaQuest
New York
$396 -$117K -4,520 -100%
SIC
257
SJS Investment Consulting
Ohio
$170 +$103 +4 +200%
DPW
258
DiNuzzo Private Wealth
Pennsylvania
$142
CAS
259
Coppell Advisory Solutions
Texas
$88
JWA
260
JFS Wealth Advisors
Pennsylvania
$85 -$335 -13 -81%
CA
261
Claris Advisors
Missouri
$57 +$52 +2 New
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
-$30.8M -1,609,013 Closed
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
-$12.2M -638,164 Closed
TC
264
TwinBeech Capital
New York
-$4.09M -213,752 Closed
EGM
265
Engineers Gate Manager
New York
-$2.16M -113,090 Closed
CSS
266
Cubist Systematic Strategies
Connecticut
-$2.61M -101,258 Closed
GCM
267
Graham Capital Management
Connecticut
-$1.58M -82,423 Closed
ACM
268
Aquatic Capital Management
Illinois
-$1.38M -72,200 Closed
SSA
269
Schonfeld Strategic Advisors
New York
-$1.14M -59,470 Closed
JF
270
Jump Financial
Illinois
-$1.07M -56,062 Closed
YIH
271
Y-Intercept (HK)
Hong Kong
-$1.05M -55,173 Closed
CC
272
Centiva Capital
New York
-$955K -49,946 Closed
VI
273
Versor Investments
New York
-$912K -47,700 Closed
ECU
274
Eisler Capital (US)
New York
-$785K -41,066 Closed
HT
275
Headlands Technologies
Illinois
-$666K -34,850 Closed

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.