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Evolent Health
EVH

217 hedge funds and large institutions have $3.55B invested in Evolent Health in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 83 increasing their positions, 73 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 73

3.76% more ownership

Funds ownership: 100.7% → 104.46% (+3.8%)

2% less capital invested

Capital invested by funds: $3.62B → $3.55B (-$61.6M)

10% less funds holding

Funds holding: 240 → 217 (-23)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

51% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 45

81% less call options, than puts

Call options by funds: $942K | Put options by funds: $4.85M

Holders
217
Holders Change
-23
Holders Change %
-9.58%
% of All Funds
3.41%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
22
Increased
83
Reduced
73
Closed
45
Calls
$942K
Puts
$4.85M
Net Calls
-$3.91M
Net Calls Change
+$37K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$86.4M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$41.7M
4
BG
Bellevue Group
Switzerland
+$40.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M

Top Sellers

1
FAM
Fred Alger Management
New York
-$43.7M
2
Millennium Management
Millennium Management
New York
-$35.4M
3
ITP
Iron Triangle Partners
Connecticut
-$32.5M
4
N
Nuveen
North Carolina
-$16.4M
5
TGA
TPG GP A
Texas
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
76
UBS Group
Switzerland
$3.37M +$1.63M +50,466 +83%
MCM
77
McKinley Capital Management
Alaska
$3.21M -$446K -13,800 -12%
UBS AM
78
UBS AM
Illinois
$3.14M – – –
Barclays
79
Barclays
United Kingdom
$3.04M +$1.02M +31,440 +46%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.98M -$1.25M -38,626 -28%
IMPI
81
Ilmarinen Mutual Pension Insurance
Finland
$2.97M – – –
GI
82
GAMCO Investors
Connecticut
$2.92M – – –
Legal & General Group
83
Legal & General Group
United Kingdom
$2.88M +$476K +14,709 +18%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$2.86M -$3.04M -93,918 -50%
CAM
85
ClariVest Asset Management
California
$2.85M -$443K -13,704 -13%
Deutsche Bank
86
Deutsche Bank
Germany
$2.75M +$706K +21,828 +32%
AIMCA
87
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.73M -$164K -5,085 -5%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$2.67M +$2.85M +88,157 New
Truist Financial
89
Truist Financial
North Carolina
$2.67M -$155K -4,805 -5%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$2.49M +$282K +8,706 +12%
WMSA
91
Weiss Multi-Strategy Advisers
New York
$2.48M -$2.33M -71,922 -47%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$2.23M -$123K -3,817 -5%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$2.04M +$1.07M +33,235 +97%
IAS
94
IMA Advisory Services
Colorado
$2.03M -$4.85K -150 -0.2%
EIM
95
Essex Investment Management
Massachusetts
$2.01M +$312K +9,645 +17%
AR
96
Advisory Research
Illinois
$1.94M -$1.34M -41,322 -39%
Jane Street
97
Jane Street
New York
$1.89M +$653K +20,187 +48%
MNBTD
98
Moody National Bank Trust Division
Texas
$1.89M – – –
HCA
99
Harbor Capital Advisors
Illinois
$1.83M +$1.96M +60,548 New
JFG
100
Jefferies Financial Group
New York
$1.83M +$777K +24,045 +66%
2 3
4
5 6

EVH Hedge Fund Activity: Q2 2023 in Review

217 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2023, worth a combined $3.55B — down 1.7% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of EVH and 22 opened new positions — a net loss of 23 holders — while 73 trimmed existing stakes and 83 added.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $86.4M. The largest seller was Fred Alger Management, cutting an estimated $43.7M.

  • 217 institutional investors held Evolent Health (EVH) as of Q2 2023, down from 240 in Q1 2023.
  • Funds reported $3.55B of Evolent Health stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 22 funds opened new Evolent Health positions in Q2 2023 and 45 closed out, a net change of -23 holders.
  • The largest Evolent Health buyer in Q2 2023 was William Blair Investment Management, an estimated $86.4M added.
  • The largest Evolent Health seller in Q2 2023 was Fred Alger Management, an estimated $43.7M sold.

Based on aggregated 13F filings for Q2 2023.