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Evolent Health

243 hedge funds and large institutions have $2.48B invested in Evolent Health in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 74 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 74

2.54% more ownership

Funds ownership: 109.03%111.57% (+2.5%)

3% less funds holding

Funds holding: 251243 (-8)

12% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 51

40% less capital invested

Capital invested by funds: $4.12B → $2.48B (-$1.65B)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

58% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $25.1M

Holders
243
Holders Change
-8
Holders Change %
-3.19%
% of All Funds
3.51%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
45
Increased
102
Reduced
74
Closed
51
Calls
$10.5M
Puts
$25.1M
Net Calls
-$14.6M
Net Calls Change
-$22.3M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$2.3M -$632K -24,750 -17%
Legal & General Group
77
Legal & General Group
United Kingdom
$2.22M +$95.5K +3,740 +3%
DTL
78
Dynamic Technology Lab
Singapore
$2.17M +$1.9M +74,430 +190%
EGM
79
Engineers Gate Manager
New York
$2.16M +$2.73M +106,715 +1,674%
MNBTD
80
Moody National Bank Trust Division
Texas
$2.16M +$678K +26,548 +31%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$2.14M -$20.7K -810 -0.7%
First Trust Advisors
82
First Trust Advisors
Illinois
$2.1M +$355K +13,917 +15%
CAM
83
Congress Asset Management
Massachusetts
$2.01M +$2.68M +104,929 New
FHC
84
Forest Hill Capital
Arkansas
$2M +$2.67M +104,500 New
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.95M -$54.7K -2,143 -2%
CSS
86
Cubist Systematic Strategies
Connecticut
$1.94M -$5.48M -214,460 -68%
IMPI
87
Ilmarinen Mutual Pension Insurance
Finland
$1.87M
Barclays
88
Barclays
United Kingdom
$1.86M -$1.34M -52,295 -35%
HCM
89
Hollencrest Capital Management
California
$1.82M +$2.43M +95,325 New
Wells Fargo
90
Wells Fargo
California
$1.74M +$44.3K +1,736 +2%
SEI Investments
91
SEI Investments
Pennsylvania
$1.7M -$519K -20,315 -19%
SAM
92
Sectoral Asset Management
Quebec, Canada
$1.61M +$2.15M +84,000 New
GCM
93
Graham Capital Management
Connecticut
$1.58M +$738K +28,905 +54%
CM
94
Caption Management
Oklahoma
$1.57M +$2.1M +82,211 New
Truist Financial
95
Truist Financial
North Carolina
$1.52M -$95.3K -3,733 -4%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$1.51M -$429K -16,815 -18%
Point72 Asset Management
97
Point72 Asset Management
Connecticut
$1.4M -$47.8M -1,870,385 -96%
ACM
98
Aquatic Capital Management
Illinois
$1.38M +$914K +35,800 +98%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.29M +$117K +4,572 +7%
MIM
100
MetLife Investment Management
New Jersey
$1.28M +$256K +10,007 +18%

EVH Hedge Fund Activity: Q2 2024 in Review

243 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2024, worth a combined $2.48B — down 40% from $4.12B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of EVH and 45 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 102 added.

The largest buyer was RA Capital Management, adding an estimated $71M. The largest seller was Fidelity Investments, cutting an estimated $114M.

  • 243 institutional investors held Evolent Health (EVH) as of Q2 2024, down from 251 in Q1 2024.
  • Funds reported $2.48B of Evolent Health stock for Q2 2024, down 40% quarter-over-quarter.
  • 45 funds opened new Evolent Health positions in Q2 2024 and 51 closed out, a net change of -6 holders.
  • The largest Evolent Health buyer in Q2 2024 was RA Capital Management, an estimated $71M added.
  • The largest Evolent Health seller in Q2 2024 was Fidelity Investments, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2024.