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Evolent Health

251 hedge funds and large institutions have $3.35B invested in Evolent Health in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 19

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

24% more capital invested

Capital invested by funds: $2.7B → $3.35B (+$650M)

17% more funds holding

Funds holding: 215251 (+36)

5.99% more ownership

Funds ownership: 97.94%103.93% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

62% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $27M

Holders
251
Holders Change
+36
Holders Change %
+16.74%
% of All Funds
4.32%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
55
Increased
93
Reduced
74
Closed
19
Calls
$10.4M
Puts
$27M
Net Calls
-$16.6M
Net Calls Change
-$15.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Peregrine Capital Management
Minnesota
$11.5M -$3.39M -96,298 -23%
Federated Hermes
52
Federated Hermes
Pennsylvania
$10.6M +$10.4M +294,401 +216,471%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$9.9M +$8.62M +244,550 +788%
FG
54
Formula Growth
Quebec, Canada
$9.38M -$2.44M -69,200 -21%
VCM
55
Voce Capital Management
California
$9.36M -$1.28M -36,236 -12%
SCM
56
Stamina Capital Management
New York
$9.12M +$8.94M +253,703 New
BA
57
Bridgewater Associates
Connecticut
$8.4M -$240K -6,806 -3%
Jacobs Levy Equity Management
58
Jacobs Levy Equity Management
New Jersey
$8.21M +$8.05M +228,455 New
LCG
59
Lisanti Capital Growth
New York
$7.95M -$2.04M -58,035 -21%
Ameriprise
60
Ameriprise
Minnesota
$7.86M +$2.67M +75,749 +53%
EAM
61
Eventide Asset Management
Massachusetts
$7.79M
AI
62
Axiom Investors
Connecticut
$7.25M +$7.11M +201,850 New
SEI Investments
63
SEI Investments
Pennsylvania
$7.13M +$4.82M +136,793 +221%
Two Sigma Advisers
64
Two Sigma Advisers
New York
$6.77M -$458K -13,000 -6%
SSA
65
Schonfeld Strategic Advisors
New York
$6.65M +$3.43M +97,500 +111%
Swiss National Bank
66
Swiss National Bank
Switzerland
$6.63M +$95.1K +2,700 +1%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$6.5M +$5.49M +155,919 +627%
AR
68
Advisory Research
Illinois
$6.46M -$163K -4,630 -3%
Calamos Advisors
69
Calamos Advisors
Illinois
$6.17M +$6.05M +171,704 New
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$5.96M +$5.07M +143,943 +654%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$5.71M +$3.27M +92,805 +141%
Prudential Financial
72
Prudential Financial
New Jersey
$5.65M +$1.43M +40,590 +35%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$5.59M -$431K -12,248 -7%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$5.48M -$168K -4,778 -3%
OQS
75
Occudo Quantitative Strategies
Florida
$5.47M +$2.19M +62,271 +69%

EVH Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2022, worth a combined $3.35B — up 24% from $2.7B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EVH positions and 19 closed out — a net gain of 36 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Invesco, adding an estimated $47.6M. The largest seller was Engaged Capital, cutting an estimated $138M.

  • 251 institutional investors held Evolent Health (EVH) as of Q3 2022, up from 215 in Q2 2022.
  • Funds reported $3.35B of Evolent Health stock for Q3 2022, up 24% quarter-over-quarter.
  • 55 funds opened new Evolent Health positions in Q3 2022 and 19 closed out, a net change of +36 holders.
  • The largest Evolent Health buyer in Q3 2022 was Invesco, an estimated $47.6M added.
  • The largest Evolent Health seller in Q3 2022 was Engaged Capital, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.