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Evolent Health
EVH

167 hedge funds and large institutions have $1.57B invested in Evolent Health in 2017 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 64 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 14

71% more capital invested

Capital invested by funds: $921M → $1.57B (+$650M)

52% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 42

50% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $2.62M

27% more funds holding

Funds holding: 131 → 167 (+36)

21.23% more ownership

Funds ownership: 78.85% → 100.08% (+21%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
167
Holders Change
+36
Holders Change %
+27.48%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
50
Increased
64
Reduced
42
Closed
14
Calls
$3.93M
Puts
$2.62M
Net Calls
+$1.31M
Net Calls Change
-$3.37M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
2
RP
Riverbridge Partners
Minnesota
+$55.9M
3
CWAM
Columbia Wanger Asset Management
Illinois
+$36.2M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$35.7M
5
BlackRock
BlackRock
New York
+$32.6M

Top Sellers

Rank Fund Capital Flow
1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$28.7M
2
MWNA
Marshall Wace North America
New York
-$16M
3
PCM
Pennant Capital Management
New Jersey
-$15.4M
4
PA
Perceptive Advisors
New York
-$8.9M
5
Goldman Sachs
Goldman Sachs
New York
-$5.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
76
Macquarie Group
Australia
$2.05M -$199K -8,287 -9%
PI
77
Putnam Investments
Massachusetts
$1.99M -$3.79M -157,469 -67%
GGHC
78
Gilder Gagnon Howe & Co
New York
$1.87M -$4.52M -187,831 -72%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1.83M +$1.74M +72,358 New
DY
80
Dowling & Yahnke
California
$1.81M -$1.08M -45,000 -39%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$1.79M – – –
GF
82
Gabelli Funds
New York
$1.77M -$722K -30,000 -30%
TA
83
Teachers Advisors
New York
$1.76M +$965K +40,108 +136%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$1.73M +$885K +36,800 +117%
MWNA
85
Marshall Wace North America
New York
$1.72M -$16M -665,010 -91%
PPA
86
Parametric Portfolio Associates
Washington
$1.58M +$1.27M +52,746 +552%
MAG
87
Millrace Asset Group
Pennsylvania
$1.52M -$289K -12,000 -17%
OAM
88
Oppenheimer Asset Management
New York
$1.49M +$1.42M +58,930 New
AllianceBernstein
89
AllianceBernstein
Tennessee
$1.48M +$835K +34,700 +146%
BCM
90
BlueCrest Capital Management
Jersey
$1.46M -$1.05M -43,591 -43%
N
91
Nuveen
North Carolina
$1.3M +$1.23M +51,336 New
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$1.3M +$1.23M +51,188 New
Alyeska Investment Group
93
Alyeska Investment Group
Illinois
$1.28M -$2.07M -86,000 -63%
PP
94
Paloma Partners
Connecticut
$1.28M +$803K +33,390 +196%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$1.17M +$676K +28,090 +156%
PG
96
PEAK6 Group
Illinois
$1.16M +$731K +30,410 +198%
SIC
97
Salem Investment Counselors
North Carolina
$1.06M +$241K +10,000 +32%
RAM
98
Redmond Asset Management
Virginia
$1.01M +$4.21K +175 +0.4%
Simplex Trading
99
Simplex Trading
Illinois
$998K -$91.3K -3,797 -9%
MWVC
100
Morgens Waterfall Vintiadis & Co
New York
$991K +$940K +39,100 New
2 3
4
5 6

EVH Hedge Fund Activity: Q2 2017 in Review

167 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2017, worth a combined $1.57B — up 71% from $921M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EVH positions and 14 closed out — a net gain of 36 holders — while 64 added to existing stakes and 42 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $128M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $28.7M.

  • 167 institutional investors held Evolent Health (EVH) as of Q2 2017, up from 131 in Q1 2017.
  • Funds reported $1.57B of Evolent Health stock for Q2 2017, up 71% quarter-over-quarter.
  • 50 funds opened new Evolent Health positions in Q2 2017 and 14 closed out, a net change of +36 holders.
  • The largest Evolent Health buyer in Q2 2017 was Fidelity Investments, an estimated $128M added.
  • The largest Evolent Health seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $28.7M sold.

Based on aggregated 13F filings for Q2 2017.