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Evolent Health
EVH

Overview Fund Activity

234 hedge funds and large institutions have $4.2B invested in Evolent Health in 2023 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 92 increasing their positions, 65 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+31
Holders Change %
+15.27%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
51
Increased
92
Reduced
65
Closed
19
Calls
$12.1M
Puts
$19.5M
Net Calls
-$7.38M
Net Calls Change
-$3.17M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$275M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$88.4M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$125M
4
BlackRock
4
BlackRock
New York
$278M
5
Morgan Stanley
5
Morgan Stanley
New York
$38.2M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$426M
2
BG
2
Bellevue Group
Switzerland
$78.5M
3
GF
3
Greenhouse Funds
Maryland
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$26.3M
5
SAM
5
Sectoral Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$843K +$718K +21,744 +576%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$820K +$217K +6,566 +36%
RJA
128
Raymond James & Associates
Florida
$771K -$170K -5,138 -18%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$771K +$88.4K +2,677 +13%
WG
130
Winton Group
United Kingdom
$698K +$698K +21,147 New
Squarepoint
131
Squarepoint
New York
$695K +$695K +21,033 New
PWP
132
Perfromance Wealth Partners
Illinois
$637K -$59.6K -1,805 -9%
RIM
133
Redwood Investment Management
Arizona
$624K +$624K +18,906 New
AG
134
Ascent Group
Virginia
$622K +$132K +4,180 +27%
SAM
135
Shell Asset Management
Netherlands
$611K -$164K -4,965 -21%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$604K +$604K +18,284 New
ProShare Advisors
137
ProShare Advisors
Maryland
$602K +$130K +3,924 +27%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$601K +$109K +3,300 +22%
Citigroup
139
Citigroup
New York
$594K +$542K +16,402 +1,034%
PRC
140
Pearl River Capital
Michigan
$564K +$564K +17,065 New
GCM
141
Graham Capital Management
Connecticut
$544K +$544K +16,483 New
CAPTRUST Financial Advisors
142
CAPTRUST Financial Advisors
North Carolina
$530K +$106K +3,214 +25%
AB
143
Amalgamated Bank
New York
$525K -$36.9K -1,117 -7%
VFA
144
Values First Advisors
Tennessee
$517K -$66.7K -2,018 -11%
AP
145
AtonRa Partners
Switzerland
$505K -$46.4K -1,404 -8%
SC
146
Saltoro Capital
Texas
$495K +$495K +15,000 New
CC
147
Centiva Capital
New York
$493K +$493K +14,918 New
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$481K +$481K +14,567 New
Public Employees Retirement Association of Colorado
149
Public Employees Retirement Association of Colorado
Colorado
$439K – – –
PTC
150
Petrus Trust Company
Texas
$439K +$195K +5,909 +80%
4 5
6
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