We are live on ! Find out more
EVH icon

Evolent Health
EVH

136 hedge funds and large institutions have $522M invested in Evolent Health in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $434M → $522M (+$88.6M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

2% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.77M

6.87% less ownership

Funds ownership: 92.82% → 85.95% (-6.9%)

12% less funds holding

Funds holding: 154 → 136 (-18)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
136
Holders Change
-18
Holders Change %
-11.69%
% of All Funds
2.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
46
Reduced
43
Closed
37
Calls
$1.8M
Puts
$1.77M
Net Calls
+$31K
Net Calls Change
-$578K

Top Buyers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
+$11M
2
William Blair & Company
William Blair & Company
Illinois
+$10.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$5.73M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.57M
5
SAM
Sectoral Asset Management
Quebec, Canada
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
RP
Riverbridge Partners
Minnesota
-$16.9M
2
Aberdeen Group
Aberdeen Group
United Kingdom
-$11.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$7.99M
4
Millennium Management
Millennium Management
New York
-$7.25M
5
GT
Glenmede Trust
Pennsylvania
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
26
Rock Point Advisors
Vermont
$4.76M -$530K -79,120 -11%
Norges Bank
27
Norges Bank
Norway
$4.66M +$3.02M +451,472 +222%
Bank of America
28
Bank of America
North Carolina
$4.56M -$798K -119,089 -16%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$4.38M +$760K +113,500 +23%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$3.8M +$3.57M +533,545 New
Charles Schwab
31
Charles Schwab
California
$3.58M +$202K +30,224 +6%
GC
32
Guggenheim Capital
Illinois
$3.35M – – –
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$3.34M – – –
N
34
Nuveen
North Carolina
$3.28M +$495K +73,865 +19%
Wells Fargo
35
Wells Fargo
California
$3.07M +$754K +112,566 +35%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$2.95M +$2.5M +373,596 +928%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.11M +$163K +24,319 +9%
KCM
38
Kennedy Capital Management
Missouri
$1.87M +$1.76M +262,144 New
TCM
39
Tekla Capital Management
Massachusetts
$1.65M – – –
IAS
40
IMA Advisory Services
Colorado
$1.51M -$988K -147,485 -41%
PIM
41
Profit Investment Management
Maryland
$1.47M +$616K +91,995 +81%
CCM
42
Courage Capital Management
Tennessee
$1.42M +$1.34M +200,000 New
Millennium Management
43
Millennium Management
New York
$1.38M -$7.25M -1,081,908 -85%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.22M +$162K +24,200 +17%
Morgan Stanley
45
Morgan Stanley
New York
$1.19M +$11.7K +1,742 +1%
Citadel Advisors
46
Citadel Advisors
Florida
$1.16M +$4.31K +644 +0.4%
VCM
47
Voce Capital Management
California
$1.16M – – –
Ameriprise
48
Ameriprise
Minnesota
$1.14M -$429K -64,028 -29%
GI
49
GAMCO Investors
Connecticut
$1.13M -$1.03M -154,003 -49%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.09M +$12.1K +1,800 +1%
1
2
3 4 5

EVH Hedge Fund Activity: Q2 2020 in Review

136 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2020, worth a combined $522M — up 20% from $434M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EVH and 21 opened new positions — a net loss of 16 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Granahan Investment Management, adding an estimated $11M. The largest seller was Riverbridge Partners, cutting an estimated $16.9M.

  • 136 institutional investors held Evolent Health (EVH) as of Q2 2020, down from 154 in Q1 2020.
  • Funds reported $522M of Evolent Health stock for Q2 2020, up 20% quarter-over-quarter.
  • 21 funds opened new Evolent Health positions in Q2 2020 and 37 closed out, a net change of -16 holders.
  • The largest Evolent Health buyer in Q2 2020 was Granahan Investment Management, an estimated $11M added.
  • The largest Evolent Health seller in Q2 2020 was Riverbridge Partners, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2020.