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Evolent Health
EVH

155 hedge funds and large institutions have $987M invested in Evolent Health in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 37 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $5.88M | Put options by funds: $2.54M

89% more capital invested

Capital invested by funds: $522M → $987M (+$465M)

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more funds holding

Funds holding: 136 → 155 (+19)

7.45% more ownership

Funds ownership: 85.95% → 93.39% (+7.4%)

30% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 53

Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
37
Reduced
53
Closed
23
Calls
$5.88M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.31M

Top Buyers

Rank Fund Capital Flow
1
EC
Engaged Capital
California
+$101M
2
GLA
Great Lakes Advisors
Illinois
+$9.84M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$7.61M
4
1M
13D Management
New York
+$7.33M
5
VCM
Voce Capital Management
California
+$6.98M

Top Sellers

Rank Fund Capital Flow
1
BG
Bellevue Group
Switzerland
-$20.6M
2
FG
Formula Growth
Quebec, Canada
-$17.3M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.47M
4
DIM
DC Investments Management
Virginia
-$8.29M
5
BlackRock
BlackRock
New York
-$6.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
Royce & Associates
New York
$8.17M -$794K -67,500 -9%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$8.04M +$7.61M +647,589 New
Point72 Asset Management
28
Point72 Asset Management
Connecticut
$7.8M +$1.12M +95,335 +18%
1M
29
13D Management
New York
$7.73M +$7.33M +623,200 New
Two Sigma Advisers
30
Two Sigma Advisers
New York
$7.11M -$496K -42,200 -7%
RPA
31
Rock Point Advisors
Vermont
$6.97M -$1.25M -106,699 -16%
Bank of America
32
Bank of America
North Carolina
$6.5M -$1.36M -115,925 -18%
Charles Schwab
33
Charles Schwab
California
$6.26M +$20.4K +1,734 +0.3%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$6.14M +$313K +26,600 +6%
GC
35
Guggenheim Capital
Illinois
$5.84M – – –
Wells Fargo
36
Wells Fargo
California
$5.79M +$412K +35,066 +8%
CCM
37
Courage Capital Management
Tennessee
$4.96M +$2.35M +200,000 +100%
Citadel Advisors
38
Citadel Advisors
Florida
$4.65M +$2.49M +211,694 +130%
Norges Bank
39
Norges Bank
Norway
$4.42M -$3.52M -298,957 -46%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$4.27M -$823K -69,963 -17%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$2.94M +$2.79M +236,880 New
PWAM
42
Park West Asset Management
California
$2.48M +$2.35M +200,000 New
IAS
43
IMA Advisory Services
Colorado
$2.17M -$438K -37,275 -18%
Swiss National Bank
44
Swiss National Bank
Switzerland
$2.16M +$43.5K +3,700 +2%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.15M +$243K +20,708 +14%
Invesco
46
Invesco
Georgia
$2.13M +$822K +69,870 +69%
Morgan Stanley
47
Morgan Stanley
New York
$1.95M -$111K -9,436 -6%
GI
48
GAMCO Investors
Connecticut
$1.92M -$47K -4,000 -3%
SEI Investments
49
SEI Investments
Pennsylvania
$1.81M +$925K +78,695 +123%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.79M -$1.78M -151,320 -51%
1
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EVH Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2020, worth a combined $987M — up 89% from $522M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EVH positions and 23 closed out — a net gain of 19 holders — while 37 added to existing stakes and 53 trimmed.

The largest buyer was Engaged Capital, opening a new position worth an estimated $101M. The largest seller was Bellevue Group, cutting an estimated $20.6M.

  • 155 institutional investors held Evolent Health (EVH) as of Q3 2020, up from 136 in Q2 2020.
  • Funds reported $987M of Evolent Health stock for Q3 2020, up 89% quarter-over-quarter.
  • 42 funds opened new Evolent Health positions in Q3 2020 and 23 closed out, a net change of +19 holders.
  • The largest Evolent Health buyer in Q3 2020 was Engaged Capital, an estimated $101M added.
  • The largest Evolent Health seller in Q3 2020 was Bellevue Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2020.