We are live on ! Find out more
EVH icon

Evolent Health
EVH

161 hedge funds and large institutions have $1.31B invested in Evolent Health in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $987M → $1.31B (+$319M)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

4% more funds holding

Funds holding: 155 → 161 (+6)

1.65% more ownership

Funds ownership: 93.39% → 95.05% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

18% less call options, than puts

Call options by funds: $3.16M | Put options by funds: $3.85M

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
29
Increased
47
Reduced
51
Closed
22
Calls
$3.16M
Puts
$3.85M
Net Calls
-$698K
Net Calls Change
-$4.04M

Top Buyers

Rank Fund Capital Flow
1
GIM
Granahan Investment Management
Massachusetts
+$16.2M
2
KCM
Kennedy Capital Management
Missouri
+$12.9M
3
SBH
Segall Bryant & Hamill
Illinois
+$5.66M
4
CS
Credit Suisse
Switzerland
+$4.6M
5
BlackRock
BlackRock
New York
+$4.24M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$10.2M
2
Millennium Management
Millennium Management
New York
-$7.72M
3
VCM
Voce Capital Management
California
-$5.35M
4
GF
Gabelli Funds
New York
-$2.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Guggenheim Capital
Illinois
$10.7M +$2.56M +193,736 +41%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$10.6M +$139K +10,551 +2%
RA
28
Royce & Associates
New York
$9.09M -$1.2M -91,000 -14%
Bank of America
29
Bank of America
North Carolina
$8.96M +$464K +35,110 +7%
RPA
30
Rock Point Advisors
Vermont
$8.52M -$394K -29,789 -5%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$8.33M -$701K -53,000 -9%
Charles Schwab
32
Charles Schwab
California
$8.2M +$96.6K +7,308 +1%
1M
33
13D Management
New York
$7.77M -$1.83M -138,700 -22%
Norges Bank
34
Norges Bank
Norway
$7.14M +$1.19M +89,683 +25%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$7.02M -$760K -57,500 -12%
SBH
36
Segall Bryant & Hamill
Illinois
$6.86M +$5.66M +428,256 New
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$6.48M +$2.21M +167,422 +71%
Wells Fargo
38
Wells Fargo
California
$6.25M -$1.01M -76,186 -16%
CCM
39
Courage Capital Management
Tennessee
$5.9M -$422K -31,909 -8%
VCM
40
Voce Capital Management
California
$5.63M -$5.35M -404,486 -54%
Morgan Stanley
41
Morgan Stanley
New York
$4.75M +$1.84M +138,998 +88%
First Trust Advisors
42
First Trust Advisors
Illinois
$3.67M +$3.03M +228,950 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.34M +$1.62M +122,305 +142%
Invesco
44
Invesco
Georgia
$3.21M +$379K +28,668 +17%
IAS
45
IMA Advisory Services
Colorado
$3.18M +$313K +23,683 +14%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$3.05M -$2.03M -153,858 -45%
Millennium Management
47
Millennium Management
New York
$2.92M -$7.72M -584,208 -76%
Citadel Advisors
48
Citadel Advisors
Florida
$2.9M -$2.57M -194,110 -52%
Ameriprise
49
Ameriprise
Minnesota
$2.88M +$767K +58,024 +48%
Swiss National Bank
50
Swiss National Bank
Switzerland
$2.8M – – –
1
2
3 4 5

EVH Hedge Fund Activity: Q4 2020 in Review

161 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2020, worth a combined $1.31B — up 32% from $987M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EVH positions and 22 closed out — a net gain of 7 holders — while 47 added to existing stakes and 51 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $16.2M. The largest seller was Pictet Asset Management (UK), exiting entirely with an estimated $10.2M sold.

  • 161 institutional investors held Evolent Health (EVH) as of Q4 2020, up from 155 in Q3 2020.
  • Funds reported $1.31B of Evolent Health stock for Q4 2020, up 32% quarter-over-quarter.
  • 29 funds opened new Evolent Health positions in Q4 2020 and 22 closed out, a net change of +7 holders.
  • The largest Evolent Health buyer in Q4 2020 was Granahan Investment Management, an estimated $16.2M added.
  • The largest Evolent Health seller in Q4 2020 was Pictet Asset Management (UK), an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2020.