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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
MIIM
51
Mesirow Institutional Investment Management
Illinois
$11.9M +$10.8M +419,418 New
Hudson Bay Capital Management
52
Hudson Bay Capital Management
Connecticut
$11.6M +$10.6M +411,831 New
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$10.4M +$9.47M +367,532 New
FP
54
Foundry Partners
Minnesota
$10M +$9.15M +355,098 New
OCM
55
Osterweis Capital Management
California
$8.78M +$8M +310,305 New
PCM
56
Peregrine Capital Management
Minnesota
$8.63M -$839K -32,541 -10%
Barclays
57
Barclays
United Kingdom
$7.74M +$4.55M +176,445 +181%
Ameriprise
58
Ameriprise
Minnesota
$7.59M -$129K -5,015 -2%
RPAM
59
Rhenman & Partners Asset Management
Sweden
$7.49M +$5.54M +215,000 +430%
LP
60
LMR Partners
United Kingdom
$7.46M +$6.8M +263,706 New
KCM
61
Kennedy Capital Management
Missouri
$7.34M -$2.59M -100,632 -28%
RA
62
Royce & Associates
New York
$7.07M +$6.44M +250,000 New
PAMP
63
Polar Asset Management Partners
Ontario, Canada
$6.8M +$6.2M +240,600 New
SC
64
Shay Capital
New York
$6.72M +$6.12M +237,500 New
Jane Street
65
Jane Street
New York
$6.68M -$206K -7,985 -3%
SIC
66
Salem Investment Counselors
North Carolina
$6.47M +$74.4K +2,885 +1%
AllianceBernstein
67
AllianceBernstein
Tennessee
$6.44M +$1.67M +64,639 +40%
HCM
68
Hodges Capital Management
Texas
$6.17M -$7.41M -287,395 -57%
TAL
69
TIG Advisors LLC
New York
$6.07M +$5.53M +214,645 New
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$5.99M -$14.3K -556 -0.3%
SCA
71
Summit Creek Advisors
Minnesota
$5.67M -$8.83M -342,763 -63%
IHAM
72
Integral Health Asset Management
New York
$5.66M +$5.16M +200,000 New
Citadel Advisors
73
Citadel Advisors
Florida
$5.61M -$16.6M -645,047 -76%
Swiss National Bank
74
Swiss National Bank
Switzerland
$5.46M -$291K -11,300 -6%
FG
75
Formula Growth
Quebec, Canada
$5.29M +$396K +15,375 +9%

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.