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Evolent Health
EVH

178 hedge funds and large institutions have $1.75B invested in Evolent Health in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.05M | Put options by funds: $2.57M

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

6% more funds holding

Funds holding: 168 → 178 (+10)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$89.5M)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.3% more ownership

Funds ownership: 95.24% → 95.53% (+0.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
30
Increased
61
Reduced
57
Closed
19
Calls
$5.05M
Puts
$2.57M
Net Calls
+$2.48M
Net Calls Change
-$624K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
2
GF
Greenhouse Funds
Maryland
+$20.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$7.46M
5
MGIM
M&G Investment Management
United Kingdom
+$5.55M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$17.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.8M
5
KCM
Kennedy Capital Management
Missouri
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$13.8M +$7.46M +372,287 +132%
SBH
27
Segall Bryant & Hamill
Illinois
$12.9M -$7.25K -362 -0.1%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$11.8M -$245K -12,244 -2%
GF
29
Gabelli Funds
New York
$11.6M -$501K -25,000 -4%
Charles Schwab
30
Charles Schwab
California
$11.4M +$265K +13,225 +3%
GC
31
Guggenheim Capital
Illinois
$10.9M -$2.97M -148,082 -22%
1M
32
13D Management
New York
$10.8M -$136K -6,800 -1%
CCM
33
Courage Capital Management
Tennessee
$10.6M +$2.64M +131,909 +36%
Bank of America
34
Bank of America
North Carolina
$10.4M -$1.5M -74,847 -13%
FG
35
Formula Growth
Quebec, Canada
$10.3M +$3.91M +195,000 +66%
RPA
36
Rock Point Advisors
Vermont
$10.2M +$1.1K +55 +0%
Morgan Stanley
37
Morgan Stanley
New York
$9.5M +$5.37M +268,219 +148%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$9.16M – – –
KCM
39
Kennedy Capital Management
Missouri
$9.13M -$10.3M -514,385 -54%
RA
40
Royce & Associates
New York
$8.78M -$1.15M -57,500 -12%
Renaissance Technologies
41
Renaissance Technologies
New York
$8.37M +$3.66M +182,800 +86%
VCM
42
Voce Capital Management
California
$8.35M +$2.31M +115,114 +41%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$8.35M -$1.39M -69,300 -15%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$7.2M -$9.07M -452,732 -57%
Citadel Advisors
45
Citadel Advisors
Florida
$6.99M +$1.49M +74,299 +29%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.21M -$588K -29,368 -9%
Wells Fargo
47
Wells Fargo
California
$5.91M -$696K -34,737 -11%
Millennium Management
48
Millennium Management
New York
$5.59M +$3.61M +180,024 +213%
SCA
49
Summit Creek Advisors
Minnesota
$4.47M +$4.24M +211,646 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.99M +$254K +12,700 +7%
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EVH Hedge Fund Activity: Q2 2021 in Review

178 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2021, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EVH positions and 19 closed out — a net gain of 11 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Eagle Asset Management, cutting an estimated $17.6M.

  • 178 institutional investors held Evolent Health (EVH) as of Q2 2021, up from 168 in Q1 2021.
  • Funds reported $1.75B of Evolent Health stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Evolent Health positions in Q2 2021 and 19 closed out, a net change of +11 holders.
  • The largest Evolent Health buyer in Q2 2021 was Fidelity Investments, an estimated $29.3M added.
  • The largest Evolent Health seller in Q2 2021 was Eagle Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.