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Evolent Health
EVH

203 hedge funds and large institutions have $3.34B invested in Evolent Health in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

3.45% more ownership

Funds ownership: 104.46% → 107.91% (+3.5%)

6% less capital invested

Capital invested by funds: $3.55B → $3.34B (-$211M)

6% less funds holding

Funds holding: 217 → 203 (-14)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

71% less call options, than puts

Call options by funds: $1.69M | Put options by funds: $5.9M

Holders
203
Holders Change
-14
Holders Change %
-6.45%
% of All Funds
3.22%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
18
Increased
84
Reduced
73
Closed
30
Calls
$1.69M
Puts
$5.9M
Net Calls
-$4.21M
Net Calls Change
-$296K

Top Buyers

1
RCM
RA Capital Management
Massachusetts
+$76.1M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$41M
3
EC
Engaged Capital
California
+$30.2M
4
HRCM
Hood River Capital Management
Florida
+$29.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.5M

Top Sellers

1
Invesco
Invesco
Georgia
-$30.2M
2
RI
Redwood Investments
Massachusetts
-$12.8M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$11.5M
4
Macquarie Group
Macquarie Group
Australia
-$10.2M
5
Norges Bank
Norges Bank
Norway
-$9.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHP
76
Parkman Healthcare Partners
Connecticut
$2.81M -$450K -16,172 -14%
IMPI
77
Ilmarinen Mutual Pension Insurance
Finland
$2.67M – – –
Deutsche Bank
78
Deutsche Bank
Germany
$2.67M +$200K +7,188 +8%
GI
79
GAMCO Investors
Connecticut
$2.64M +$13.9K +500 +0.5%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$2.62M +$393K +14,133 +17%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.61M +$212K +7,626 +9%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$2.58M +$14.1K +506 +0.5%
Truist Financial
83
Truist Financial
North Carolina
$2.33M -$65.5K -2,355 -3%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$2.33M +$502K +18,051 +27%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$2.2M +$199K +7,161 +10%
Wells Fargo
86
Wells Fargo
California
$2.18M -$1.26M -45,240 -36%
MNBTD
87
Moody National Bank Trust Division
Texas
$2.16M +$470K +16,900 +27%
KPF
88
K2 Principal Fund
Ontario, Canada
$2.12M +$2.16M +77,857 New
AG
89
Algert Global
California
$1.88M +$1.92M +69,139 New
HCA
90
Harbor Capital Advisors
Illinois
$1.87M +$225K +8,108 +13%
EFL
91
ERn Financial LLC
Wisconsin
$1.83M +$1.87M +67,250 New
EIM
92
Essex Investment Management
Massachusetts
$1.79M -$12.8K -462 -0.7%
Comerica Bank
93
Comerica Bank
Texas
$1.78M +$1.08M +38,912 +148%
MIM
94
MetLife Investment Management
New Jersey
$1.58M – – –
First Trust Advisors
95
First Trust Advisors
Illinois
$1.57M -$4.97K -179 -0.3%
UBS Group
96
UBS Group
Switzerland
$1.5M -$1.56M -56,242 -50%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.5M +$303K +10,896 +25%
AIG
98
American International Group
New York
$1.5M +$54.3K +1,955 +4%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$1.38M – – –
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.38M -$1.1M -39,536 -44%
2 3
4
5 6

EVH Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2023, worth a combined $3.34B — down 5.9% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EVH and 18 opened new positions — a net loss of 12 holders — while 73 trimmed existing stakes and 84 added.

The largest buyer was RA Capital Management, opening a new position worth an estimated $76.1M. The largest seller was Invesco, cutting an estimated $30.2M.

  • 203 institutional investors held Evolent Health (EVH) as of Q3 2023, down from 217 in Q2 2023.
  • Funds reported $3.34B of Evolent Health stock for Q3 2023, down 5.9% quarter-over-quarter.
  • 18 funds opened new Evolent Health positions in Q3 2023 and 30 closed out, a net change of -12 holders.
  • The largest Evolent Health buyer in Q3 2023 was RA Capital Management, an estimated $76.1M added.
  • The largest Evolent Health seller in Q3 2023 was Invesco, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2023.