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Evolent Health
EVH

156 hedge funds and large institutions have $940M invested in Evolent Health in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 75 increasing their positions, 27 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 27

39% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $920K

4.69% more ownership

Funds ownership: 98.82% → 103.51% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less funds holding

Funds holding: 166 → 156 (-10)

20% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 44

29% less capital invested

Capital invested by funds: $1.32B → $940M (-$378M)

Holders
156
Holders Change
-10
Holders Change %
-6.02%
% of All Funds
3.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
75
Reduced
27
Closed
44
Calls
$1.28M
Puts
$920K
Net Calls
+$357K
Net Calls Change
-$4.43M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$111M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$40.5M
3
TIM
Thornburg Investment Management
New Mexico
+$21.8M
4
FG
Formula Growth
Quebec, Canada
+$17.5M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$92.3M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$51.3M
3
PHS
PFM Health Sciences
California
-$36.7M
4
Invesco
Invesco
Georgia
-$27.4M
5
CCM
Cadian Capital Management
New York
-$16.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$1.54M -$20.1K -1,425 -1%
TCM
52
Tekla Capital Management
Massachusetts
$1.51M – – –
TGHSA
53
TPG Group Holdings (SBS) Advisors
Texas
$1.48M – – –
SIC
54
Salem Investment Counselors
North Carolina
$1.47M -$555K -39,365 -25%
TA
55
Teachers Advisors
New York
$1.32M +$195K +13,856 +15%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$1.32M +$884K +62,728 +142%
DY
57
Dowling & Yahnke
California
$1.31M +$493K +35,000 +49%
GPCM
58
Granite Point Capital Management
Massachusetts
$1.23M +$705K +50,000 +100%
Swiss National Bank
59
Swiss National Bank
Switzerland
$1.22M – – –
Ameriprise
60
Ameriprise
Minnesota
$1.22M +$180K +12,798 +15%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$1.16M +$140K +9,910 +12%
HI
62
Handelsinvest Investeringsforvaltning
Denmark
$1.1M – – –
OAM
63
Oppenheimer Asset Management
New York
$1.09M – – –
Goldman Sachs
64
Goldman Sachs
New York
$998K -$15.4M -1,089,265 -93%
Barclays
65
Barclays
United Kingdom
$942K +$1.06M +75,371 +6,059%
MWNA
66
Marshall Wace North America
New York
$894K -$1.44M -101,842 -58%
Squarepoint
67
Squarepoint
New York
$861K +$987K +69,996 New
RAM
68
Redmond Asset Management
Virginia
$832K +$392K +27,804 +70%
OP
69
Omni Partners
United Kingdom
$820K +$940K +66,666 New
CS
70
Credit Suisse
Switzerland
$750K +$2.41K +171 +0.3%
AllianceBernstein
71
AllianceBernstein
Tennessee
$745K +$29.6K +2,100 +4%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$736K +$843K +59,822 New
PPA
73
Parametric Portfolio Associates
Washington
$714K +$40.5K +2,871 +5%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$670K – – –
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$659K -$13K -921 -2%
1 2
3
4 5

EVH Hedge Fund Activity: Q4 2017 in Review

156 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2017, worth a combined $940M — down 29% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of EVH and 35 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 75 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $111M. The largest seller was Fidelity Investments, cutting an estimated $92.3M.

  • 156 institutional investors held Evolent Health (EVH) as of Q4 2017, down from 166 in Q3 2017.
  • Funds reported $940M of Evolent Health stock for Q4 2017, down 29% quarter-over-quarter.
  • 35 funds opened new Evolent Health positions in Q4 2017 and 44 closed out, a net change of -9 holders.
  • The largest Evolent Health buyer in Q4 2017 was Capital Research Global Investors, an estimated $111M added.
  • The largest Evolent Health seller in Q4 2017 was Fidelity Investments, an estimated $92.3M sold.

Based on aggregated 13F filings for Q4 2017.