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Evolent Health

262 hedge funds and large institutions have $3.66B invested in Evolent Health in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 76 increasing their positions, 92 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

55% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 38

48% more capital invested

Capital invested by funds: $2.48B → $3.66B (+$1.18B)

8% more funds holding

Funds holding: 243262 (+19)

0.2% less ownership

Funds ownership: 111.57%111.37% (-0.2%)

10% less call options, than puts

Call options by funds: $75.4M | Put options by funds: $84.2M

17% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 92

Holders
262
Holders Change
+19
Holders Change %
+7.82%
% of All Funds
3.76%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
59
Increased
76
Reduced
92
Closed
38
Calls
$75.4M
Puts
$84.2M
Net Calls
-$8.74M
Net Calls Change
+$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
76
Lombard Odier Asset Management (Europe)
United Kingdom
$4.95M -$644K -25,000 -13%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$4.81M -$256K -9,919 -6%
MNBTD
78
Moody National Bank Trust Division
Texas
$4.79M +$1.45M +56,433 +50%
Tudor Investment Corp
79
Tudor Investment Corp
Connecticut
$4.68M -$6.44M -249,713 -60%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$4.64M +$871K +33,793 +26%
SI
81
Scout Investments
Missouri
$4.51M +$49.2K +1,909 +1%
Deutsche Bank
82
Deutsche Bank
Germany
$4.32M +$356K +13,798 +10%
Citigroup
83
Citigroup
New York
$4.15M +$3.1M +120,129 +449%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$4.1M +$717K +27,810 +25%
UBS Group
85
UBS Group
Switzerland
$4.01M +$552K +21,418 +18%
GI
86
GAMCO Investors
Connecticut
$3.88M +$137K +5,300 +4%
SEI Investments
87
SEI Investments
Pennsylvania
$3.58M +$963K +37,364 +42%
Mirae Asset Global ETFs Holdings
88
Mirae Asset Global ETFs Holdings
Hong Kong
$3.53M -$928 -36 -0%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$3.52M -$127K -4,939 -4%
Legal & General Group
90
Legal & General Group
United Kingdom
$3.07M -$187K -7,262 -6%
CAM
91
Congress Asset Management
Massachusetts
$2.94M -$23.4K -906 -0.9%
IMPI
92
Ilmarinen Mutual Pension Insurance
Finland
$2.77M
California State Teachers Retirement System (CalSTRS)
93
California State Teachers Retirement System (CalSTRS)
California
$2.68M -$194K -7,538 -7%
HF
94
HRT Financial
New York
$2.57M +$764K +29,625 +48%
Wells Fargo
95
Wells Fargo
California
$2.55M -$21.5K -835 -0.9%
Federated Hermes
96
Federated Hermes
Pennsylvania
$2.54M -$6.14M -238,389 -73%
SCM
97
Sterling Capital Management
North Carolina
$2.2M +$2.01M +77,920 New
BCM
98
Bayesian Capital Management
New York
$2.15M +$1.28M +49,800 +189%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$2.08M +$348K +13,512 +23%
N
100
Natixis
France
$2.07M +$1.88M +73,101 New

EVH Hedge Fund Activity: Q3 2024 in Review

262 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2024, worth a combined $3.66B — up 48% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new EVH positions and 38 closed out — a net gain of 21 holders — while 76 added to existing stakes and 92 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $51.7M. The largest seller was Rock Springs Capital Management, cutting an estimated $51.7M.

  • 262 institutional investors held Evolent Health (EVH) as of Q3 2024, up from 243 in Q2 2024.
  • Funds reported $3.66B of Evolent Health stock for Q3 2024, up 48% quarter-over-quarter.
  • 59 funds opened new Evolent Health positions in Q3 2024 and 38 closed out, a net change of +21 holders.
  • The largest Evolent Health buyer in Q3 2024 was Lazard Asset Management, an estimated $51.7M added.
  • The largest Evolent Health seller in Q3 2024 was Rock Springs Capital Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2024.