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Evolent Health
EVH

207 hedge funds and large institutions have $2.34B invested in Evolent Health in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 71 increasing their positions, 63 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $3.74M

13% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 63

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

1% less funds holding

Funds holding: 209 → 207 (-2)

3.39% less ownership

Funds ownership: 98.12% → 94.74% (-3.4%)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

11% less capital invested

Capital invested by funds: $2.64B → $2.34B (-$301M)

Holders
207
Holders Change
-2
Holders Change %
-0.96%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
40
Increased
71
Reduced
63
Closed
39
Calls
$15.2M
Puts
$3.74M
Net Calls
+$11.5M
Net Calls Change
-$36.7M

Top Buyers

1
FAM
Fred Alger Management
New York
+$61.3M
2
O
OrbiMed
New York
+$17M
3
KCM
Kornitzer Capital Management
Kansas
+$15.4M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$11.3M
5
Norges Bank
Norges Bank
Norway
+$8.65M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.5M
2
CS
Credit Suisse
Switzerland
-$26M
3
EAM
Eagle Asset Management
Florida
-$19.4M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.5M
5
SAM
Sectoral Asset Management
Quebec, Canada
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$2.53M -$4.65K -162 -0.2%
AllianceBernstein
77
AllianceBernstein
Tennessee
$2.51M -$333K -11,600 -11%
Invesco
78
Invesco
Georgia
$2.45M -$7.32M -255,155 -74%
RJA
79
Raymond James & Associates
Florida
$2.41M +$300K +10,446 +14%
EVM
80
Eaton Vance Management
Massachusetts
$2.31M – – –
RIM
81
Redwood Investment Management
Arizona
$2.27M -$40.6K -1,414 -2%
Legal & General Group
82
Legal & General Group
United Kingdom
$2.14M +$16.4K +570 +0.7%
OQS
83
Occudo Quantitative Strategies
Florida
$2.11M +$742K +25,857 +51%
Squarepoint
84
Squarepoint
New York
$2.06M +$2.13M +74,324 New
Deutsche Bank
85
Deutsche Bank
Germany
$1.94M +$94.8K +3,304 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.85M -$1.08M -37,500 -36%
SEI Investments
87
SEI Investments
Pennsylvania
$1.81M -$14.9K -519 -0.8%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1.71M +$1.19M +41,652 +208%
ADIM
89
Alpha DNA Investment Management
Maryland
$1.58M +$1.64M +57,161 New
UBS Group
90
UBS Group
Switzerland
$1.53M +$631K +22,011 +66%
Allspring Global Investments
91
Allspring Global Investments
North Carolina
$1.3M +$1.35M +46,985 New
EGM
92
Engineers Gate Manager
New York
$1.23M +$1.28M +44,589 New
AIG
93
American International Group
New York
$1.17M -$1.66K -58 -0.1%
Citigroup
94
Citigroup
New York
$1.11M -$415K -14,455 -26%
EI
95
EAM Investors
California
$1.06M -$746K -25,996 -40%
AQR Capital Management
96
AQR Capital Management
Connecticut
$1.03M +$57.2K +1,995 +6%
CSS
97
Cubist Systematic Strategies
Connecticut
$1M +$978K +34,095 +1,555%
DTL
98
Dynamic Technology Lab
Singapore
$978K +$1.01M +35,329 New
WF
99
WoodTrust Financial
Wisconsin
$964K +$204K +7,100 +26%
AC
100
Apogem Capital
New York
$911K – – –
2 3
4
5 6

EVH Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q4 2021, worth a combined $2.34B — down 11% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new EVH positions and 39 closed out — a net gain of 1 holder — while 71 added to existing stakes and 63 trimmed.

The largest buyer was Fred Alger Management, adding an estimated $61.3M. The largest seller was Fidelity Investments, cutting an estimated $28.5M.

  • 207 institutional investors held Evolent Health (EVH) as of Q4 2021, down from 209 in Q3 2021.
  • Funds reported $2.34B of Evolent Health stock for Q4 2021, down 11% quarter-over-quarter.
  • 40 funds opened new Evolent Health positions in Q4 2021 and 39 closed out, a net change of +1 holder.
  • The largest Evolent Health buyer in Q4 2021 was Fred Alger Management, an estimated $61.3M added.
  • The largest Evolent Health seller in Q4 2021 was Fidelity Investments, an estimated $28.5M sold.

Based on aggregated 13F filings for Q4 2021.