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Evolent Health
EVH

203 hedge funds and large institutions have $3.34B invested in Evolent Health in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

3.45% more ownership

Funds ownership: 104.46% → 107.91% (+3.5%)

6% less capital invested

Capital invested by funds: $3.55B → $3.34B (-$211M)

6% less funds holding

Funds holding: 217 → 203 (-14)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

71% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $5.9M

Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
84
Reduced
73
Closed
30
Calls
$1.69M
Puts
$5.9M
Net Calls
-$4.21M
Net Calls Change
-$296K

Top Buyers

1
RCM
RA Capital Management
Massachusetts
+$76.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41M
3
EC
Engaged Capital
California
+$30.2M
4
HRCM
Hood River Capital Management
Florida
+$29.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$30.2M
2
RI
Redwood Investments
Massachusetts
-$12.8M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.5M
4
Macquarie Group
Macquarie Group
Australia
-$10.2M
5
Norges Bank
Norges Bank
Norway
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$40.2M +$41M +1,475,600 New
American Century Companies
27
American Century Companies
Missouri
$39.2M -$1.45M -52,155 -3%
GF
28
Greenhouse Funds
Maryland
$38.3M +$203K +7,286 +0.5%
Northern Trust
29
Northern Trust
Illinois
$33.2M +$825K +29,692 +2%
Macquarie Group
30
Macquarie Group
Australia
$31.7M -$10.2M -366,531 -24%
SAM
31
Silvercrest Asset Management
New York
$27.5M +$3.21M +115,516 +13%
Norges Bank
32
Norges Bank
Norway
$23.9M -$9.53M -342,822 -28%
Charles Schwab
33
Charles Schwab
California
$23.4M +$3M +107,963 +14%
Adage Capital Partners
34
Adage Capital Partners
Massachusetts
$23.1M +$1.65M +59,376 +8%
Millennium Management
35
Millennium Management
New York
$22.2M -$2.98M -107,175 -12%
Victory Capital Management
36
Victory Capital Management
Texas
$21.4M -$5.48M -197,089 -20%
EAM
37
Eagle Asset Management
Florida
$20M -$1.55M -55,915 -7%
Goldman Sachs
38
Goldman Sachs
New York
$18.5M -$1.81M -65,206 -9%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$18.4M +$1.42M +51,169 +8%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$17.4M -$5.9M -212,383 -25%
Morgan Stanley
41
Morgan Stanley
New York
$16.9M +$3.47M +124,950 +25%
SCA
42
Summit Creek Advisors
Minnesota
$15.2M +$67.4K +2,425 +0.4%
GF
43
Gabelli Funds
New York
$14.3M +$139K +5,000 +1%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$13.8M -$5.08M -182,778 -27%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$13.6M +$3.71M +133,380 +36%
GT
46
Glenmede Trust
Pennsylvania
$13M -$150K -5,388 -1%
RG
47
Redmile Group
California
$12.7M +$7M +251,850 +118%
PI
48
Putnam Investments
Massachusetts
$11.1M +$1.25M +44,845 +12%
N
49
Nuveen
North Carolina
$11M -$9.13M -328,477 -45%
SAM
50
Sectoral Asset Management
Quebec, Canada
$10.4M -$2.92M -105,000 -22%
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EVH Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2023, worth a combined $3.34B — down 5.9% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVH and 18 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 84 added.

The largest buyer was RA Capital Management, opening a new position worth an estimated $76.1M. The largest seller was Invesco, cutting an estimated $30.2M.

  • 203 institutional investors held Evolent Health (EVH) as of Q3 2023, down from 217 in Q2 2023.
  • Funds reported $3.34B of Evolent Health stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 18 funds opened new Evolent Health positions in Q3 2023 and 30 closed out, a net change of -12 holders.
  • The largest Evolent Health buyer in Q3 2023 was RA Capital Management, an estimated $76.1M added.
  • The largest Evolent Health seller in Q3 2023 was Invesco, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.