Evolent Health
EVH
207 hedge funds and large institutions have $2.34B invested in Evolent Health in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 39 closing their positions.
307% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $3.74M
13% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 63
3% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 39
1% less funds holding
Funds holding: 209 → 207 (-2)
3.39% less ownership
Funds ownership: 98.12% → 94.74% (-3.4%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
11% less capital invested
Capital invested by funds: $2.64B → $2.34B (-$301M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$61.3M |
| 2 |
O
OrbiMed
New York
|
+$17M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
+$15.4M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$11.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$26M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$19.4M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$14.5M |
| 5 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$13.9M |
EVH Hedge Fund Activity: Q4 2021 in Review
207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2021, worth a combined $2.34B — down 11% from $2.64B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EVH positions and 39 closed out — a net gain of 1 holder — while 71 added to existing stakes and 63 trimmed.
The largest buyer was Fred Alger Management, adding an estimated $61.3M. The largest seller was Fidelity Investments, cutting an estimated $28.5M.
- 207 institutional investors held Evolent Health (EVH) as of Q4 2021, down from 209 in Q3 2021.
- Funds reported $2.34B of Evolent Health stock for Q4 2021, down 11% quarter-over-quarter.
- 40 funds opened new Evolent Health positions in Q4 2021 and 39 closed out, a net change of +1 holder.
- The largest Evolent Health buyer in Q4 2021 was Fred Alger Management, an estimated $61.3M added.
- The largest Evolent Health seller in Q4 2021 was Fidelity Investments, an estimated $28.5M sold.
Based on aggregated 13F filings for Q4 2021.