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Evolent Health
EVH

217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

3.76% more ownership

Funds ownership: 100.7% → 104.46% (+3.8%)

2% less capital invested

Capital invested by funds: $3.62B → $3.55B (-$61.6M)

10% less funds holding

Funds holding: 240 → 217 (-23)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

81% less call options, than puts

Call options by funds: $942K | Put options by funds: $4.85M

Holders
217
Holders Change
-23
Holders Change %
-9.58%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
22
Increased
83
Reduced
73
Closed
45
Calls
$942K
Puts
$4.85M
Net Calls
-$3.91M
Net Calls Change
+$37K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$86.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$41.7M
4
BG
Bellevue Group
Switzerland
+$40.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$43.7M
2
Millennium Management
Millennium Management
New York
-$35.4M
3
ITP
Iron Triangle Partners
Connecticut
-$32.5M
4
N
Nuveen
North Carolina
-$16.4M
5
TGA
TPG GP A
Texas
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
51
Peregrine Capital Management
Minnesota
$10.5M +$1M +30,939 +10%
KCM
52
Kennedy Capital Management
Missouri
$10.3M +$9.17M +283,482 +500%
RPA
53
Rock Point Advisors
Vermont
$10M -$691K -21,359 -6%
GC
54
Guggenheim Capital
Illinois
$9.85M -$1.69M -52,260 -14%
VCM
55
Voce Capital Management
California
$9.81M -$1.11M -34,357 -10%
KCM
56
Kornitzer Capital Management
Kansas
$9.45M -$7.67M -237,105 -43%
LOAMS
57
Lombard Odier Asset Management (Switzerland)
Switzerland
$9.09M – – –
FG
58
Formula Growth
Quebec, Canada
$9.08M +$213K +6,590 +2%
AllianceBernstein
59
AllianceBernstein
Tennessee
$8.92M +$5.43M +167,829 +133%
Ameriprise
60
Ameriprise
Minnesota
$8.76M -$330K -10,205 -3%
TGA
61
TPG GP A
Texas
$8.15M -$16M -494,194 -65%
OAM
62
Oberweis Asset Management
Illinois
$6.91M +$1.95M +60,200 +36%
Swiss National Bank
63
Swiss National Bank
Switzerland
$6.59M +$1.03M +32,000 +17%
RG
64
Redmile Group
California
$6.47M +$6.9M +213,432 New
BA
65
Bridgewater Associates
Connecticut
$6.26M -$290K -8,963 -4%
SEI Investments
66
SEI Investments
Pennsylvania
$5.77M -$1.09M -33,700 -15%
WP
67
Woodline Partners
California
$5.11M +$5.45M +168,500 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$4.91M +$1.43M +44,112 +37%
DZ Bank
69
DZ Bank
Germany
$4.59M +$4.9M +151,500 New
RPAM
70
Rhenman & Partners Asset Management
Sweden
$4.39M +$4.69M +145,000 New
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$3.93M -$94.8K -2,933 -2%
Wells Fargo
72
Wells Fargo
California
$3.8M +$251K +7,752 +7%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.78M +$599K +18,532 +17%
PHP
74
Parkman Healthcare Partners
Connecticut
$3.62M -$2.18M -67,431 -36%
Principal Financial Group
75
Principal Financial Group
Iowa
$3.52M -$385K -11,911 -9%
1 2
3
4 5

EVH Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2023, worth a combined $3.55B — down 1.7% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EVH and 22 opened new positions — a net loss of 23 holders — while 73 trimmed existing stakes and 83 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $86.4M. The largest seller was Fred Alger Management, cutting an estimated $43.7M.

  • 217 institutional investors held Evolent Health (EVH) as of Q2 2023, down from 240 in Q1 2023.
  • Funds reported $3.55B of Evolent Health stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 22 funds opened new Evolent Health positions in Q2 2023 and 45 closed out, a net change of -23 holders.
  • The largest Evolent Health buyer in Q2 2023 was William Blair Investment Management, an estimated $86.4M added.
  • The largest Evolent Health seller in Q2 2023 was Fred Alger Management, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2023.