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Evolent Health
EVH

Overview Fund Activity

155 hedge funds and large institutions have $987M invested in Evolent Health in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 37 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+19
Holders Change %
+13.97%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
37
Reduced
53
Closed
23
Calls
$5.89M
Puts
$2.54M
Net Calls
+$3.34M
Net Calls Change
+$3.31M

Top Buyers

1
EC
1
Engaged Capital
California
$106M
2
GLA
2
Great Lakes Advisors
Illinois
$10.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$8.04M
4
1M
4
13D Management
New York
$7.73M
5
VCM
5
Voce Capital Management
California
$9.38M

Top Sellers

1
BG
1
Bellevue Group
Switzerland
$40.6M
2
FG
2
Formula Growth
Quebec, Canada
$1.68M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$324K
4
DIM
4
DC Investments Management
Virginia
$0
5
BlackRock
5
BlackRock
New York
$65.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Shell Asset Management
Netherlands
$75K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$67K +$32.4K +2,575 +93%
AAM
128
Advisors Asset Management
Colorado
$63K -$1.2K -96 -2%
Canada Life
129
Canada Life
Manitoba, Canada
$58K – – –
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$52K +$28.2K +2,270 +118%
Federated Hermes
131
Federated Hermes
Pennsylvania
$47K +$47K +3,826 New
PHK
132
Point72 Hong Kong
Hong Kong
$42K +$42K +3,391 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$40K +$38.8K +3,103 +3,103%
ST
134
Smithfield Trust
Pennsylvania
$37K – – –
HIA
135
Harbor Investment Advisory
Maryland
$32K -$4.38K -350 -12%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
Millennium Management
137
Millennium Management
New York
$9.51K +$7.1K +572,434 +295%
LC
138
Lindbrook Capital
California
$8K – – –
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$7K +$7K +585 New
PCM
140
Prelude Capital Management
New York
$5K +$5K +400 New
VRM
141
Vectors Research Management
New York
$4K – – –
DI
142
Disciplined Investments
Oklahoma
$3K +$3K +225 New
MIM
143
Macroview Investment Management
Maryland
$3K +$3K +231 New
ETC
144
Exchange Traded Concepts
Oklahoma
$2K +$2K +156 New
KFS
145
Kelly Financial Services
Massachusetts
$1.24K – – –
HNB
146
Huntington National Bank
Ohio
$1K -$8.18K -842 -89%
IFAM
147
Institutional & Family Asset Management
Colorado
$1K – – –
IRC
148
Investors Research Corp
Georgia
$1K – – –
CWC
149
Carolinas Wealth Consulting
North Carolina
$1K +$1K +88 New
ASN
150
Advisory Services Network
Georgia
$1K +$1K +105 New
3 4 5
6
7