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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$39M +$1.72M +66,680 +5%
UBS AM
27
UBS AM
Illinois
$38.6M -$5.42M -210,301 -13%
Norges Bank
28
Norges Bank
Norway
$38.1M +$3.67M +142,203 +12%
Invesco
29
Invesco
Georgia
$36.6M -$4.2M -162,939 -11%
HRCM
30
Hood River Capital Management
Florida
$36.5M -$8.38M -325,073 -20%
Boston Partners
31
Boston Partners
Massachusetts
$35.1M +$32.8M +1,272,702 New
Northern Trust
32
Northern Trust
Illinois
$33.3M -$320K -12,431 -1%
SAM
33
Silvercrest Asset Management
New York
$28.2M +$6.97M +270,602 +37%
Charles Schwab
34
Charles Schwab
California
$25.8M -$1.18M -45,742 -5%
Franklin Resources
35
Franklin Resources
California
$24.7M +$6.8M +263,815 +41%
ZCI
36
Zevenbergen Capital Investments
Washington
$21.3M -$524K -20,344 -3%
GF
37
Gabelli Funds
New York
$20.4M -$271K -10,500 -1%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$20.2M -$182K -7,054 -1%
Morgan Stanley
39
Morgan Stanley
New York
$19.9M -$2.3M -89,064 -11%
N
40
Nuveen
North Carolina
$19.6M +$10.1M +390,763 +129%
Jennison Associates
41
Jennison Associates
New York
$18.3M +$902K +34,990 +6%
FCM
42
Farallon Capital Management
California
$18.1M +$16.5M +639,000 New
Macquarie Group
43
Macquarie Group
Australia
$17.9M -$9.82M -381,048 -38%
Goldman Sachs
44
Goldman Sachs
New York
$17.3M +$8.35K +324 +0.1%
GT
45
Glenmede Trust
Pennsylvania
$14.2M -$2.89K -112 -0%
Man Group
46
Man Group
United Kingdom
$13.9M -$18.3M -708,927 -59%
RPA
47
Rock Point Advisors
Vermont
$13.2M -$686K -26,605 -5%
HCA
48
Harbor Capital Advisors
Illinois
$11.9M +$6.35M +246,400 +140%
Millennium Management
49
Millennium Management
New York
$11.9M -$21.7M -841,017 -67%
Bank of America
50
Bank of America
North Carolina
$11.9M -$2.45M -94,924 -18%

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.