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Evolent Health
EVH

Overview Fund Activity

223 hedge funds and large institutions have $1.18B invested in Evolent Health in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 81 increasing their positions, 72 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-16
Holders Change %
-6.69%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
81
Reduced
72
Closed
54
Calls
$5.46M
Puts
$1.66M
Net Calls
+$3.8M
Net Calls Change
-$3.59M

Top Buyers

1
CCM
Cadian Capital Management
New York
$102M
2
Morgan Stanley
Morgan Stanley
New York
$45.3M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$25.2M
4
Goldman Sachs
Goldman Sachs
New York
$26.9M
5
EAM
Eventide Asset Management
Massachusetts
$57.6M

Top Sellers

1
RCM
RA Capital Management
Massachusetts
$0
2
Boston Partners
Boston Partners
Massachusetts
$0
3
GIM
Granahan Investment Management
Massachusetts
$12.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$30.4M
5
William Blair & Company
William Blair & Company
Illinois
$5.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
251
Bridgewater Associates
Connecticut
– -$238K -21,118 Closed
SG Americas Securities
252
SG Americas Securities
New York
– -$236K -20,993 Closed
IAS
253
IMA Advisory Services
Colorado
– -$221K -19,660 Closed
AC
254
Aristides Capital
Kentucky
– -$209K -18,600 Closed
PCM
255
Polymer Capital Management
New York
– -$194K -17,275 Closed
CPIG
256
Chicago Partners Investment Group
Illinois
– -$172K -13,643 Closed
JIC
257
Johnson Investment Counsel
Ohio
– -$131K -11,607 Closed
VPIM
258
Vanguard Personalized Indexing Management
California
– -$125K -11,118 Closed
EI
259
Ethic Inc
New York
– -$113K -10,025 Closed
VI
260
Vestcor Inc
New Brunswick, Canada
– -$113K -10,006 Closed
CA
261
Clearstead Advisors
Ohio
– -$45K -4,000 Closed
RS
262
R Squared
Hong Kong
– -$31.1K -2,760 Closed
CIAM
263
Caitong International Asset Management
Hong Kong
– -$9.39K -835 Closed
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
– -$3.38K -300 Closed
EC
265
Elequin Capital
New York
– -$1.71K -152 Closed
CWP
266
Concord Wealth Partners
Virginia
– -$1.44K -128 Closed
AWM
267
Avior Wealth Management
Nebraska
– -$1.38K -123 Closed
BGAI
268
Bruce G. Allen Investments
Colorado
– -$574 -51 Closed
PWA
269
Physician Wealth Advisors
Utah
– -$552 -49 Closed
CA
270
Continuum Advisory
Idaho
– -$473 -42 Closed
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
– -$281 -25 Closed
SPIA
272
Steward Partners Investment Advisory
New York
– -$203 -18 Closed
CAS
273
Coppell Advisory Solutions
Texas
– -$33 -3 Closed
GFPC
274
Global Financial Private Client
Florida
– -$23 -2 Closed
DPW
275
DiNuzzo Private Wealth
Pennsylvania
– -$12 -1 Closed
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