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Evolent Health
EVH

178 hedge funds and large institutions have $1.75B invested in Evolent Health in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $5.05M | Put options by funds: $2.57M

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

6% more funds holding

Funds holding: 168 → 178 (+10)

5% more capital invested

Capital invested by funds: $1.66B → $1.75B (+$89.5M)

7% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 57

0.3% more ownership

Funds ownership: 95.24% → 95.53% (+0.3%)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
178
Holders Change
+10
Holders Change %
+5.95%
% of All Funds
3.1%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
30
Increased
61
Reduced
57
Closed
19
Calls
$5.05M
Puts
$2.57M
Net Calls
+$2.48M
Net Calls Change
-$624K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$29.3M
2
GF
Greenhouse Funds
Maryland
+$20.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$7.46M
5
MGIM
M&G Investment Management
United Kingdom
+$5.55M

Top Sellers

1
EAM
Eagle Asset Management
Florida
-$17.6M
2
JP Morgan Chase
JP Morgan Chase
New York
-$14.4M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$13.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$10.8M
5
KCM
Kennedy Capital Management
Missouri
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$246K +$24.9K +1,243 +12%
AB
127
Amalgamated Bank
New York
$246K +$233K +11,641 New
E
128
Ergoteles
New York
$245K +$232K +11,600 New
SO
129
STRS Ohio
Ohio
$234K +$20K +1,000 +10%
Stifel Financial
130
Stifel Financial
Missouri
$231K +$219K +10,924 New
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$214K +$203K +10,118 New
CC
132
Chicago Capital
Illinois
$213K – – –
ACM
133
AlphaCrest Capital Management
New York
$213K +$202K +10,100 New
SWM
134
SeaCrest Wealth Management
New York
$208K +$197K +9,851 New
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$170K – – –
DekaBank Deutsche Girozentrale
136
DekaBank Deutsche Girozentrale
Germany
$161K – – –
HIIFS
137
Harel Insurance Investments & Financial Services
Israel
$160K -$150K -7,501 -50%
AIP
138
Ameritas Investment Partners
Nebraska
$130K – – –
DFCM
139
Dark Forest Capital Management
Puerto Rico
$127K +$120K +6,015 New
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$127K -$452K -22,586 -79%
KFS
141
Kelly Financial Services
Massachusetts
$100K +$40.3K +2,012 +2,012%
Canada Life
142
Canada Life
Manitoba, Canada
$98K – – –
WWM
143
Wolff Wiese Magana
California
$63K – – –
Osaic Holdings
144
Osaic Holdings
Arizona
$61K -$14.4K -720 -20%
EAM
145
Exos Asset Management
New York
$55K +$52.3K +2,610 New
TRCT
146
Tower Research Capital (TRC)
New York
$53K -$74K -3,694 -59%
Fuller & Thaler Asset Management
147
Fuller & Thaler Asset Management
California
$48K -$13.4M -666,982 -100%
HIA
148
Harbor Investment Advisory
Maryland
$48K – – –
SIC
149
Salem Investment Counselors
North Carolina
$44K – – –
S
150
SignatureFD
Georgia
$36K +$24K +1,200 +242%
4 5
6
7 8

EVH Hedge Fund Activity: Q2 2021 in Review

178 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2021, worth a combined $1.75B — up 5.4% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EVH positions and 19 closed out — a net gain of 11 holders — while 61 added to existing stakes and 57 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $29.3M. The largest seller was Eagle Asset Management, cutting an estimated $17.6M.

  • 178 institutional investors held Evolent Health (EVH) as of Q2 2021, up from 168 in Q1 2021.
  • Funds reported $1.75B of Evolent Health stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 30 funds opened new Evolent Health positions in Q2 2021 and 19 closed out, a net change of +11 holders.
  • The largest Evolent Health buyer in Q2 2021 was Fidelity Investments, an estimated $29.3M added.
  • The largest Evolent Health seller in Q2 2021 was Eagle Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q2 2021.