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Evolent Health
EVH

183 hedge funds and large institutions have $611M invested in Evolent Health in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 34 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1.82M

147% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 34

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

3.72% less ownership

Funds ownership: 100.86% → 97.14% (-3.7%)

5% less funds holding

Funds holding: 192 → 183 (-9)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

39% less capital invested

Capital invested by funds: $1.01B → $611M (-$397M)

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
84
Reduced
34
Closed
39
Calls
$6.01M
Puts
$1.82M
Net Calls
+$4.2M
Net Calls Change
+$2.48M

Top Buyers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
+$32.7M
2
CS
Credit Suisse
Switzerland
+$16.7M
3
Citigroup
Citigroup
New York
+$13.4M
4
BG
Bellevue Group
Switzerland
+$11.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$10M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$62.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$33.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$32.1M
4
WRF
Waddell & Reed Financial
Kansas
-$10.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
51
United Services Automobile Association
Texas
$2.38M +$74.5K +6,296 +2%
GIM
52
Granahan Investment Management
Massachusetts
$2.26M -$379K -32,006 -10%
GC
53
Guggenheim Capital
Illinois
$2.24M +$888 +75 +0%
WAM
54
Wolverine Asset Management
Illinois
$2.22M +$3.31M +279,840 New
Wells Fargo
55
Wells Fargo
California
$2.16M -$191K -16,128 -6%
IAS
56
IMA Advisory Services
Colorado
$1.99M +$119K +10,015 +4%
CM
57
Crestline Management
Texas
$1.97M +$2.93M +247,500 New
GI
58
GAMCO Investors
Connecticut
$1.94M +$256K +21,600 +10%
SCM
59
Sterling Capital Management
North Carolina
$1.47M +$455K +38,458 +26%
DIM
60
DC Investments Management
Virginia
$1.44M +$2.15M +181,598 New
TCM
61
Tekla Capital Management
Massachusetts
$1.39M +$1.56M +132,120 +313%
WPIC
62
White Pine Investment Company
Michigan
$1.36M +$107K +9,065 +6%
OAM
63
Oppenheimer Asset Management
New York
$1.35M +$3.04K +257 +0.2%
FMW
64
Farr Miller & Washington
District of Columbia
$1.22M – – –
ARTA
65
A.R.T. Advisors
New York
$1.21M +$1.8M +151,686 New
SEI Investments
66
SEI Investments
Pennsylvania
$1.17M +$1.36M +114,501 +349%
Millennium Management
67
Millennium Management
New York
$1.11M -$3M -253,134 -65%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$1.09M +$49.2K +4,158 +3%
Allianz Asset Management
69
Allianz Asset Management
Germany
$1.05M +$904K +76,374 +137%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.04M +$285K +24,100 +23%
HI
71
Handelsinvest Investeringsforvaltning
Denmark
$994K +$770K +65,000 +108%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$980K +$993K +83,831 +213%
Barclays
73
Barclays
United Kingdom
$972K +$1.11M +93,864 +328%
Voloridge Investment Management
74
Voloridge Investment Management
Florida
$970K +$453K +38,232 +46%
QT
75
Quantbot Technologies
New York
$946K +$495K +41,824 +54%
1 2
3
4 5

EVH Hedge Fund Activity: Q2 2019 in Review

183 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2019, worth a combined $611M — down 39% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of EVH and 33 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 84 added.

The largest buyer was Glenmede Trust, adding an estimated $32.7M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $62.4M sold.

  • 183 institutional investors held Evolent Health (EVH) as of Q2 2019, down from 192 in Q1 2019.
  • Funds reported $611M of Evolent Health stock for Q2 2019, down 39% quarter-over-quarter.
  • 33 funds opened new Evolent Health positions in Q2 2019 and 39 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q2 2019 was Glenmede Trust, an estimated $32.7M added.
  • The largest Evolent Health seller in Q2 2019 was Capital Research Global Investors, an estimated $62.4M sold.

Based on aggregated 13F filings for Q2 2019.