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Evolent Health

243 hedge funds and large institutions have $2.48B invested in Evolent Health in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 74

2.54% more ownership

Funds ownership: 109.03%111.57% (+2.5%)

3% less funds holding

Funds holding: 251243 (-8)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

40% less capital invested

Capital invested by funds: $4.12B → $2.48B (-$1.65B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $25.1M

Holders
243
Holders Change
-8
Holders Change %
-3.19%
% of All Funds
3.51%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
45
Increased
102
Reduced
74
Closed
51
Calls
$10.5M
Puts
$25.1M
Net Calls
-$14.6M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
51
Tudor Investment Corp
Connecticut
$7.94M -$159K -6,215 -1%
Lazard Asset Management
52
Lazard Asset Management
New York
$6.96M +$2.06M +80,590 +28%
KCM
53
Kennedy Capital Management
Missouri
$6.88M +$1.61M +63,071 +21%
PCM
54
Peregrine Capital Management
Minnesota
$6.46M +$872K +34,156 +11%
Federated Hermes
55
Federated Hermes
Pennsylvania
$6.27M +$8.38M +328,106 New
N
56
Nuveen
North Carolina
$5.8M -$1.65M -64,522 -18%
Ameriprise
57
Ameriprise
Minnesota
$5.23M -$224K -8,754 -3%
Jane Street
58
Jane Street
New York
$4.67M -$359K -14,072 -5%
SIC
59
Salem Investment Counselors
North Carolina
$4.32M +$2.7M +105,780 +88%
TC
60
TwinBeech Capital
New York
$4.09M +$4.93M +193,079 +934%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$4.06M -$125K -4,893 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$3.9M
LOAME
63
Lombard Odier Asset Management (Europe)
United Kingdom
$3.82M +$4.78M +187,000 +1,438%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$3.44M +$354K +13,867 +8%
JFG
65
Jefferies Financial Group
New York
$3.38M +$4.48M +175,537 +16,314%
HCA
66
Harbor Capital Advisors
Illinois
$3.37M +$3.58M +140,357 +394%
FG
67
Formula Growth
Quebec, Canada
$3.28M -$1.95M -76,400 -31%
SI
68
Scout Investments
Missouri
$3.15M -$403K -15,777 -9%
AllianceBernstein
69
AllianceBernstein
Tennessee
$3.12M -$3.68M -144,143 -47%
BA
70
Bridgewater Associates
Connecticut
$2.92M -$584K -22,854 -13%
Deutsche Bank
71
Deutsche Bank
Germany
$2.66M +$833K +32,617 +31%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$2.52M +$3.24M +126,840 New
GI
73
GAMCO Investors
Connecticut
$2.52M +$889K +34,800 +36%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$2.49M +$3.16M +123,699 +1,922%
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$2.39M +$3.19M +124,886 New

EVH Hedge Fund Activity: Q2 2024 in Review

243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2024, worth a combined $2.48B — down 40% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EVH and 45 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 102 added.

The largest buyer was RA Capital Management, adding an estimated $71M. The largest seller was Fidelity Investments, cutting an estimated $114M.

  • 243 institutional investors held Evolent Health (EVH) as of Q2 2024, down from 251 in Q1 2024.
  • Funds reported $2.48B of Evolent Health stock for Q2 2024, down 40% quarter-over-quarter.
  • 45 funds opened new Evolent Health positions in Q2 2024 and 51 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q2 2024 was RA Capital Management, an estimated $71M added.
  • The largest Evolent Health seller in Q2 2024 was Fidelity Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2024.