Evolent Health
EVH
69 hedge funds and large institutions have $195M invested in Evolent Health in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 12 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 16
0.73% more ownership
Funds ownership: 38.06% → 38.79% (+0.73%)
0% more funds holding
Funds holding: 69 → 69 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
23% less capital invested
Capital invested by funds: $252M → $195M (-$57.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$4.14M |
| 2 |
Bank of New York Mellon
New York
|
+$3.19M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.86M |
| 4 |
TCM
TimesSquare Capital Management
New York
|
+$2.39M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.89M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$2.95M |
| 3 |
Millennium Management
New York
|
-$1.56M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.51M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$1.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$594K | -37,200 | Closed |
|
|
DY
77
Dowling & Yahnke
San Diego,
California
| – | -$479K | -30,000 | Closed |
|
|
VKH
78
Virtu KCG Holdings
New York
| – | -$225K | -14,082 | Closed |
|
|
PP
79
PDT Partners
New York
| – | -$201K | -12,603 | Closed |
|
|
WBC
80
Westpac Banking Corp
Sydney,
Australia
| – | -$91.7K | -5,744 | Closed |
|
81
UBS Group
Zurich,
Switzerland
| – | -$6K | -378 | Closed |
|
EVH Hedge Fund Activity: Q4 2015 in Review
69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2015, worth a combined $195M — down 23% from $252M a quarter earlier.
Fund positioning in EVH was balanced in Q4 2015: 12 funds opened new positions, 12 closed out, 29 added to existing stakes and 16 trimmed.
The largest buyer was Granahan Investment Management, adding an estimated $4.14M. The largest seller was Lord, Abbett & Co, cutting an estimated $6.89M.
- 69 institutional investors held Evolent Health (EVH) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $195M of Evolent Health stock for Q4 2015, down 23% quarter-over-quarter.
- 12 funds opened new Evolent Health positions in Q4 2015 and 12 closed out, a net change of 0 holders.
- The largest Evolent Health buyer in Q4 2015 was Granahan Investment Management, an estimated $4.14M added.
- The largest Evolent Health seller in Q4 2015 was Lord, Abbett & Co, an estimated $6.89M sold.
Based on aggregated 13F filings for Q4 2015.