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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
BA
101
Bridgewater Associates
Connecticut
$2.05M -$2.07M -80,387 -53%
Truist Financial
102
Truist Financial
North Carolina
$2.03M -$190K -7,374 -9%
JFG
103
Jefferies Financial Group
New York
$1.92M -$2.8M -108,793 -62%
Nomura Holdings
104
Nomura Holdings
Japan
$1.9M +$431K +16,733 +33%
MIM
105
MetLife Investment Management
New Jersey
$1.89M
Marshall Wace
106
Marshall Wace
United Kingdom
$1.84M +$15.1K +584 +0.9%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.84M -$65.6K -2,545 -4%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$1.83M +$949K +36,811 +132%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$1.77M +$1.62M +62,732 New
CF
110
Corebridge Financial
Texas
$1.75M -$9.85K -382 -0.6%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$1.7M -$484K -18,763 -24%
Principal Financial Group
112
Principal Financial Group
Iowa
$1.62M +$1.08M +41,788 +268%
Comerica Bank
113
Comerica Bank
Texas
$1.52M -$187K -7,250 -12%
MAP
114
Moody Aldrich Partners
Massachusetts
$1.42M +$1.3M +50,259 New
Verition Fund Management
115
Verition Fund Management
Connecticut
$1.32M +$719K +27,882 +149%
FHC
116
Forest Hill Capital
Arkansas
$1.27M -$1.54M -59,750 -57%
RI
117
Redwood Investments
Massachusetts
$1.25M -$251K -9,745 -18%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$1.24M -$217K -8,400 -16%
Creative Planning
119
Creative Planning
Kansas
$1.22M +$649K +25,171 +139%
WF
120
WoodTrust Financial
Wisconsin
$1.21M -$90.2K -3,500 -8%
Brown Advisory
121
Brown Advisory
Maryland
$1.19M +$696 +27 +0.1%
SAM
122
Sectoral Asset Management
Quebec, Canada
$1.1M -$1.16M -45,000 -54%
AS
123
Altshuler Shaham
Israel
$1.09M -$193K -7,500 -16%
HM
124
Harvest Management
New York
$1.07M +$979K +38,000 New
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.06M -$20.1K -779 -2%

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.