We are live on ! Find out more
EVH icon

Evolent Health
EVH

251 hedge funds and large institutions have $4.12B invested in Evolent Health in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $7.82M

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

11% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 81

7% more funds holding

Funds holding: 234 → 251 (+17)

2% less capital invested

Capital invested by funds: $4.2B → $4.12B (-$71.7M)

1.48% less ownership

Funds ownership: 110.51% → 109.03% (-1.5%)

Holders
251
Holders Change
+17
Holders Change %
+7.26%
% of All Funds
3.62%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
42
Increased
90
Reduced
81
Closed
23
Calls
$15.5M
Puts
$7.82M
Net Calls
+$7.69M
Net Calls Change
+$15.1M

Top Buyers

1
RCM
RA Capital Management
Massachusetts
+$102M
2
Franklin Resources
Franklin Resources
California
+$17.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.2M
4
Millennium Management
Millennium Management
New York
+$16.5M
5
Holocene Advisors
Holocene Advisors
New York
+$12.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$73.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$37.4M
3
FCM
Farallon Capital Management
California
-$36M
4
BG
Bellevue Group
Switzerland
-$28.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$23.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
51
Rock Point Advisors
Vermont
$11.5M -$1.02M -31,904 -8%
LOAMS
52
Lombard Odier Asset Management (Switzerland)
Switzerland
$11.1M -$1.91M -60,000 -15%
OAM
53
Oberweis Asset Management
Illinois
$11.1M +$3.97M +124,400 +58%
GC
54
Guggenheim Capital
Illinois
$10.9M +$238K +7,457 +2%
CSS
55
Cubist Systematic Strategies
Connecticut
$10.4M +$10M +313,949 +17,747%
AllianceBernstein
56
AllianceBernstein
Tennessee
$10.1M -$1.29M -40,551 -12%
PCM
57
Peregrine Capital Management
Minnesota
$9.96M -$93.5K -2,930 -1%
KCM
58
Kennedy Capital Management
Missouri
$9.74M -$2.01M -63,128 -18%
FLAM
59
First Light Asset Management
Minnesota
$9.45M +$6.59M +206,459 +253%
Lazard Asset Management
60
Lazard Asset Management
New York
$9.29M +$5.58M +174,826 +161%
Ameriprise
61
Ameriprise
Minnesota
$9.25M +$1.11M +34,828 +14%
Jane Street
62
Jane Street
New York
$8.47M -$2.12M -66,305 -20%
IHAM
63
Integral Health Asset Management
New York
$8.2M – – –
FG
64
Formula Growth
Quebec, Canada
$8.13M -$161K -5,050 -2%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$7.13M -$963K -30,188 -12%
Swiss National Bank
66
Swiss National Bank
Switzerland
$6.7M -$249K -7,800 -4%
CS
67
Candriam SCA
Luxembourg
$6.07M +$209K +6,565 +4%
BA
68
Bridgewater Associates
Connecticut
$5.76M -$914K -28,638 -14%
SI
69
Scout Investments
Missouri
$5.76M +$5.76M +180,382 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$5.45M +$132K +4,128 +3%
Citadel Advisors
71
Citadel Advisors
Florida
$5.05M -$20.5M -641,704 -81%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$4.96M +$1.41M +44,119 +41%
Barclays
73
Barclays
United Kingdom
$4.91M -$3.44M -107,673 -42%
UBS Group
74
UBS Group
Switzerland
$4.75M +$619K +19,391 +15%
AI
75
Axiom Investors
Connecticut
$4.51M -$163K -5,120 -4%
1 2
3
4 5

EVH Hedge Fund Activity: Q1 2024 in Review

251 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q1 2024, worth a combined $4.12B — down 1.7% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new EVH positions and 23 closed out — a net gain of 19 holders — while 90 added to existing stakes and 81 trimmed.

The largest buyer was RA Capital Management, adding an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $73.3M.

  • 251 institutional investors held Evolent Health (EVH) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $4.12B of Evolent Health stock for Q1 2024, down 1.7% quarter-over-quarter.
  • 42 funds opened new Evolent Health positions in Q1 2024 and 23 closed out, a net change of +19 holders.
  • The largest Evolent Health buyer in Q1 2024 was RA Capital Management, an estimated $102M added.
  • The largest Evolent Health seller in Q1 2024 was Fidelity Investments, an estimated $73.3M sold.

Based on aggregated 13F filings for Q1 2024.